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Aspire Capital Advisors’s IBM IBM Stock Holding History

Aspire Capital Advisors’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 		$324K Buy
1,152
+125
+12% +$31.5K 0.06% 102
2026
Q1 		$249K Sell
1,027
-18
-2% -$4.87K 0.06% 105
2025
Q4 		$310K Buy
1,045
+155
+17% +$46.4K 0.07% 94
2025
Q3 		$251K Buy
890
+5
+0.6% +$1.31K 0.06% 97
2025
Q2 		$261K Sell
885
-2
-0.2% -$515 0.07% 90
2025
Q1 		$221K Sell
887
-153
-15% -$37.4K 0.07% 85
2024
Q4 		$229K Sell
1,040
-47
-4% -$10.5K 0.07% 77
2024
Q3 		$240K Buy
+1,087
New +$213K 0.07% 69
2024
Q2 		– Sell
-1,277
Closed -$244K – 75
2024
Q1 		$244K Buy
1,277
+31
+2% +$5.66K 0.08% 68
2023
Q4 		$204K Buy
+1,246
New +$188K 0.08% 67

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aspire Capital Advisors's IBM Position: Q2 2026 in Review

Aspire Capital Advisors increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $31.5K and bringing the position to 1,152 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #102.

Aspire Capital Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aspire Capital Advisors held 1,152 shares of IBM worth $324K as of Q2 2026.
  • Aspire Capital Advisors bought 125 IBM shares in Q2 2026, an estimated $31.5K.
  • IBM made up 0.06% of Aspire Capital Advisors's portfolio in Q2 2026, its #102 holding.
  • Aspire Capital Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.