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 Q3	$106K	Sell	484 -82	-14%	-$19.5K	0.04%	108
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Aspect Partners's IBM Position: Q3 2026 in Review

Aspect Partners reduced its IBM (IBM) stake by 14% in Q3 2026, selling an estimated $19.5K and leaving 484 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #108.

Aspect Partners first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $170K in Q2 2025. 1,060 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Aspect Partners held 484 shares of IBM worth $106K as of Q3 2026.
Aspect Partners sold 82 IBM shares in Q3 2026, an estimated $19.5K.
IBM made up 0.04% of Aspect Partners's portfolio in Q3 2026, its #108 holding.
Aspect Partners first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's IBM position peaked at $170K in Q2 2025.
1,060 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.