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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspire Capital Advisors's IBM Position: Q1 2026 in Review

Aspire Capital Advisors reduced its IBM (IBM) stake by 1.7% in Q1 2026, selling an estimated $4.87K and leaving 1,027 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #105.

Aspire Capital Advisors first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $310K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aspire Capital Advisors held 1,027 shares of IBM worth $249K as of Q1 2026.
  • Aspire Capital Advisors sold 18 IBM shares in Q1 2026, an estimated $4.87K.
  • IBM made up 0.06% of Aspire Capital Advisors's portfolio in Q1 2026, its #105 holding.
  • Aspire Capital Advisors first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
  • Aspire Capital Advisors's IBM position peaked at $310K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.