AP
IBM icon

Aspect Partners’s IBM IBM Stock Holding History

Aspect Partners’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$159K Buy
566
+48
+9% +$12.1K 0.06% 91
2026
Q1 		$126K Sell
518
-9
-2% -$2.44K 0.05% 94
2025
Q4 		$156K Buy
527
+18
+4% +$5.39K 0.07% 89
2025
Q3 		$144K Sell
509
-69
-12% -$18.1K 0.07% 91
2025
Q2 		$170K Buy
578
+64
+12% +$16.5K 0.08% 85
2025
Q1 		$128K Buy
514
+10
+2% +$2.45K 0.07% 85
2024
Q4 		$111K Sell
504
-50
-9% -$11.1K 0.06% 93
2024
Q3 		$122K Buy
554
+56
+11% +$11K 0.07% 82
2024
Q2 		$86.1K Buy
498
+35
+8% +$6.08K 0.05% 97
2024
Q1 		$88.4K Buy
463
+10
+2% +$1.82K 0.07% 96
2023
Q4 		$74.1K Buy
+453
New +$68.5K 0.05% 98

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Aspect Partners's IBM Position: Q2 2026 in Review

Aspect Partners increased its IBM (IBM) stake by 9.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 566 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #91.

Aspect Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $170K in Q2 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aspect Partners held 566 shares of IBM worth $159K as of Q2 2026.
  • Aspect Partners bought 48 IBM shares in Q2 2026, an estimated $12.1K.
  • IBM made up 0.06% of Aspect Partners's portfolio in Q2 2026, its #91 holding.
  • Aspect Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's IBM position peaked at $170K in Q2 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.