APC
IBM icon

Aspire Private Capital’s IBM IBM Stock Holding History

Aspire Private 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
Q2 		$222K Buy
+789
New +$199K 0.05% 170
2026
Q1 		– Sell
-826
Closed -$245K – 175
2025
Q4 		$245K Hold
826
– – 0.05% 156
2025
Q3 		$233K Hold
826
– – 0.05% 167
2025
Q2 		$243K Hold
826
– – 0.06% 169
2025
Q1 		$205K Buy
+826
New +$202K 0.05% 171
2024
Q4 		– Sell
-610
Closed -$135K – 382
2024
Q3 		$135K Hold
610
– – 0.03% 183
2024
Q2 		$106K Sell
610
-3
-0.5% -$521 0.03% 191
2024
Q1 		$117K Buy
613
+1
+0.2% +$182 0.03% 182
2023
Q4 		$100K Sell
612
-17
-3% -$2.57K 0.03% 180
2023
Q3 		$88.3K Sell
629
-6
-0.9% -$854 0.03% 172
2023
Q2 		$84.9K Sell
635
-25
-4% -$3.23K 0.03% 168
2023
Q1 		$86.5K Sell
660
-59
-8% -$7.89K 0.03% 166
2022
Q4 		$101K Sell
719
-11
-2% -$1.52K 0.04% 148
2022
Q3 		$87K Sell
730
-19
-3% -$2.49K 0.03% 155
2022
Q2 		$106K Sell
749
-5
-0.7% -$675 0.04% 150
2022
Q1 		$98K Sell
754
-87
-10% -$11.3K 0.03% 158
2021
Q4 		$112K Sell
841
-94
-10% -$11.8K 0.04% 160
2021
Q3 		$124K Sell
935
-65
-7% -$8.69K 0.04% 155
2021
Q2 		$140K Sell
1,000
-661
-40% -$90.4K 0.04% 157
2021
Q1 		$212K Sell
1,661
-918
-36% -$110K 0.07% 145
2020
Q4 		$310K Sell
2,579
-106
-4% -$12.3K 0.12% 91
2020
Q3 		$312K Buy
2,685
+526
+24% +$61.9K 0.13% 89
2020
Q2 		$249K Buy
+2,159
New +$251K 0.12% 86
2020
Q1 		– Sell
-561
Closed -$72K – 357
2019
Q4 		$72K Hold
561
– – 0.03% 179
2019
Q3 		$78K Hold
561
– – 0.04% 171
2019
Q2 		$74K Sell
561
-1,355
-71% -$178K 0.04% 178
2019
Q1 		$259K Buy
1,916
+1,237
+182% +$158K 0.13% 102
2018
Q4 		$74K Buy
+679
New +$81.5K 0.04% 178

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspire Private Capital opened a new position in IBM (IBM) in Q2 2026: 789 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Aspire Private Capital previously reported a position in IBM as recently as Q4 2025.

Aspire Private Capital first reported a position in IBM in Q4 2018 and has held it in 28 quarters since. The position peaked at $312K in Q3 2020. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aspire Private Capital held 789 shares of IBM worth $222K as of Q2 2026.
  • IBM was a new Aspire Private Capital position in Q2 2026.
  • IBM made up 0.05% of Aspire Private Capital's portfolio in Q2 2026, its #170 holding.
  • Aspire Private Capital first reported a position in IBM in Q4 2018 and has held it in 28 quarters since.
  • Aspire Private Capital's IBM position peaked at $312K in Q3 2020.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.