Aspen Grove Capital’s IBM IBM Stock Holding History

Aspen Grove Capital’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 Q1	$7.03M	Sell	29,020 -30	-0.1%	-$8.12K	1.37%	19
2025 Q4	$8.61M	Buy	29,050 +68	+0.2%	+$20.4K	1.49%	16
2025 Q3	$8.18M	Sell	28,982 -167	-0.6%	-$43.7K	1.38%	18
2025 Q2	$8.59M	Buy	29,149 +241	+0.8%	+$62.1K	1.46%	17
2025 Q1	$7.19M	Buy	28,908 +110	+0.4%	+$26.9K	1.38%	15
2024 Q4	$6.33M	Buy	28,798 +52	+0.2%	+$11.6K	1.34%	16
2024 Q3	$6.36M	Sell	28,746 -1	-0%	-$196	1.4%	13
2024 Q2	$4.97M	Buy	28,747 +6	+0%	+$1.04K	1.17%	16
2024 Q1	$5.49M	Sell	28,741 -12,706	-31%	-$2.32M	1.55%	15
2023 Q4	$6.78M	Buy	41,447 +138	+0.3%	+$20.9K	2.06%	10
2023 Q3	$5.8M	Sell	41,309 -11,046	-21%	-$1.57M	2.15%	11
2023 Q2	$7.01M	Buy	52,355 +138	+0.3%	+$17.8K	2.27%	9
2023 Q1	$6.85M	Buy	52,217 +28	+0.1%	+$3.75K	2.99%	8
2022 Q4	$7.35M	Buy	+52,189	New	+$7.2M	3.4%	6

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspen Grove Capital's IBM Position: Q1 2026 in Review

Aspen Grove Capital reduced its IBM (IBM) stake by 0.1% in Q1 2026, selling an estimated $8.12K and leaving 29,020 shares worth $7.03M. The position accounts for 1.37% of the portfolio, ranked #19.

Aspen Grove Capital first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.61M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Aspen Grove Capital held 29,020 shares of IBM worth $7.03M as of Q1 2026.
Aspen Grove Capital sold 30 IBM shares in Q1 2026, an estimated $8.12K.
IBM made up 1.37% of Aspen Grove Capital's portfolio in Q1 2026, its #19 holding.
Aspen Grove Capital first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Aspen Grove Capital's IBM position peaked at $8.61M in Q4 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.