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Aspen Investment Management’s IBM IBM Stock Holding History

Aspen Investment Management’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 		$2.06M Sell
7,323
-23
-0.3% -$5.79K 0.55% 54
2026
Q1 		$1.78M Buy
7,346
+224
+3% +$60.6K 0.55% 61
2025
Q4 		$2.11M Buy
7,122
+162
+2% +$48.5K 0.64% 47
2025
Q3 		$1.96M Sell
6,960
-119
-2% -$31.1K 0.76% 38
2025
Q2 		$2.09M Buy
7,079
+522
+8% +$134K 0.88% 32
2025
Q1 		$1.63M Buy
6,557
+632
+11% +$155K 0.75% 42
2024
Q4 		$1.3M Buy
5,925
+110
+2% +$24.5K 0.6% 51
2024
Q3 		$1.29M Buy
5,815
+12
+0.2% +$2.35K 0.6% 50
2024
Q2 		$1M Sell
5,803
-2,746
-32% -$477K 0.5% 60
2024
Q1 		$1.63M Buy
8,549
+733
+9% +$134K 0.83% 35
2023
Q4 		$1.28M Buy
7,816
+1,211
+18% +$183K 0.71% 45
2023
Q3 		$926K Buy
6,605
+3,205
+94% +$456K 0.56% 55
2023
Q2 		$455K Buy
3,400
+2
+0.1% +$258 0.27% 92
2023
Q1 		$445K Buy
3,398
+5
+0.1% +$669 0.28% 90
2022
Q4 		$478K Sell
3,393
-3,176
-48% -$438K 0.31% 90
2022
Q3 		$780K Buy
6,569
+874
+15% +$115K 0.52% 62
2022
Q2 		$804K Buy
5,695
+3,779
+197% +$510K 0.5% 65
2022
Q1 		$249K Hold
1,916
– – 0.13% 130
2021
Q4 		$256K Sell
1,916
-125
-6% -$15.7K 0.13% 127
2021
Q3 		$271K Sell
2,041
-21
-1% -$2.81K 0.14% 123
2021
Q2 		$289K Hold
2,062
– – 0.15% 127
2021
Q1 		$263K Hold
2,062
– – 0.15% 127
2020
Q4 		$248K Sell
2,062
-104
-5% -$12K 0.15% 121
2020
Q3 		$252K Hold
2,166
– – 0.17% 108
2020
Q2 		$250K Sell
2,166
-32
-1% -$3.72K 0.18% 102
2020
Q1 		$233K Sell
2,198
-104
-5% -$13.2K 0.2% 93
2019
Q4 		$295K Hold
2,302
– – 0.18% 103
2019
Q3 		$320K Hold
2,302
– – 0.21% 100
2019
Q2 		$303K Sell
2,302
-79
-3% -$10.4K 0.2% 106
2019
Q1 		$321K Hold
2,381
– – 0.22% 105
2018
Q4 		$259K Sell
2,381
-569
-19% -$68.3K 0.21% 112
2018
Q3 		$426K Sell
2,950
-15
-0.5% -$2.1K 0.28% 97
2018
Q2 		$396K Sell
2,965
-27
-0.9% -$3.77K 0.27% 96
2018
Q1 		$439K Hold
2,992
– – 0.31% 88
2017
Q4 		$439K Sell
2,992
-26
-0.9% -$3.78K 0.31% 92
2017
Q3 		$418K Hold
3,018
– – 0.31% 90
2017
Q2 		$444K Hold
3,018
– – 0.33% 85
2017
Q1 		$502K Sell
3,018
-272
-8% -$45.6K 0.37% 71
2016
Q4 		$522K Hold
3,290
– – 0.39% 65
2016
Q3 		$500K Sell
3,290
-52
-2% -$7.89K 0.4% 63
2016
Q2 		$485K Hold
3,342
– – 0.4% 62
2016
Q1 		$484K Sell
3,342
-544
-14% -$69.5K 0.44% 58
2015
Q4 		$511K Hold
3,886
– – 0.51% 58
2015
Q3 		$539K Sell
3,886
-235
-6% -$34.7K 0.53% 56
2015
Q2 		$641K Sell
4,121
-1,105
-21% -$178K 0.54% 52
2015
Q1 		$802K Sell
5,226
-178
-3% -$27K 0.64% 43
2014
Q4 		$829K Sell
5,404
-549
-9% -$87.3K 0.7% 40
2014
Q3 		$1.08M Sell
5,953
-3,028
-34% -$552K 0.9% 28
2014
Q2 		$1.56M Buy
8,981
+52
+0.6% +$9.36K 0.95% 31
2014
Q1 		$1.64M Sell
8,929
-216
-2% -$38K 1.05% 27
2013
Q4 		$1.64M Sell
9,145
-419
-4% -$72.3K 1.09% 26
2013
Q3 		$1.69M Sell
9,564
-313
-3% -$56.9K 1.2% 23
2013
Q2 		$1.8M Buy
+9,877
New +$1.92M 1.23% 21

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aspen Investment Management's IBM Position: Q2 2026 in Review

Aspen Investment Management reduced its IBM (IBM) stake by 0.31% in Q2 2026, selling an estimated $5.79K and leaving 7,323 shares worth $2.06M. The position accounts for 0.55% of the portfolio, ranked #54.

Aspen Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.11M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aspen Investment Management held 7,323 shares of IBM worth $2.06M as of Q2 2026.
  • Aspen Investment Management sold 23 IBM shares in Q2 2026, an estimated $5.79K.
  • IBM made up 0.55% of Aspen Investment Management's portfolio in Q2 2026, its #54 holding.
  • Aspen Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's IBM position peaked at $2.11M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.