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Aspiriant LLC’s IBM IBM Stock Holding History

Aspiriant LLC’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 		$1.47M Buy
6,051
+145
+2% +$39.2K 0.04% 132
2025
Q4 		$1.75M Buy
5,906
+1,374
+30% +$411K 0.05% 123
2025
Q3 		$1.28M Sell
4,532
-185
-4% -$48.4K 0.04% 126
2025
Q2 		$1.39M Sell
4,717
-129
-3% -$33.2K 0.04% 125
2025
Q1 		$1.21M Buy
4,846
+32
+0.7% +$7.83K 0.04% 129
2024
Q4 		$1.06M Buy
4,814
+167
+4% +$37.2K 0.04% 138
2024
Q3 		$1.03M Sell
4,647
-1,034
-18% -$203K 0.04% 141
2024
Q2 		$983K Sell
5,681
-631
-10% -$110K 0.04% 141
2024
Q1 		$1.21M Sell
6,312
-15
-0.2% -$2.74K 0.05% 134
2023
Q4 		$1.03M Buy
6,327
+518
+9% +$78.3K 0.05% 143
2023
Q3 		$815K Buy
5,809
+269
+5% +$38.3K 0.04% 151
2023
Q2 		$741K Sell
5,540
-76
-1% -$9.81K 0.04% 153
2023
Q1 		$736K Buy
5,616
+109
+2% +$14.6K 0.04% 149
2022
Q4 		$776K Sell
5,507
-1,236
-18% -$170K 0.04% 147
2022
Q3 		$801K Buy
6,743
+39
+0.6% +$5.12K 0.04% 134
2022
Q2 		$947K Sell
6,704
-81
-1% -$10.9K 0.05% 125
2022
Q1 		$882K Sell
6,785
-394
-5% -$51.4K 0.05% 141
2021
Q4 		$958K Buy
7,179
+2,077
+41% +$261K 0.05% 140
2021
Q3 		$679K Sell
5,102
-701
-12% -$93.7K 0.04% 144
2021
Q2 		$816K Buy
5,803
+1,845
+47% +$252K 0.05% 127
2021
Q1 		$503K Sell
3,958
-134
-3% -$16K 0.03% 147
2020
Q4 		$496K Sell
4,092
-2,152
-34% -$249K 0.03% 145
2020
Q3 		$727K Buy
6,244
+28
+0.5% +$3.3K 0.06% 126
2020
Q2 		$716K Buy
6,216
+1,166
+23% +$135K 0.07% 109
2020
Q1 		$534K Buy
5,050
+297
+6% +$37.6K 0.05% 120
2019
Q4 		$607K Sell
4,753
-17
-0.4% -$2.21K 0.06% 121
2019
Q3 		$662K Sell
4,770
-1,331
-22% -$180K 0.06% 128
2019
Q2 		$807K Sell
6,101
-84
-1% -$11K 0.07% 126
2019
Q1 		$833K Buy
6,185
+770
+14% +$98.2K 0.07% 122
2018
Q4 		$585K Sell
5,415
-342
-6% -$41K 0.04% 135
2018
Q3 		$831K Sell
5,757
-7,101
-55% -$992K 0.07% 118
2018
Q2 		$1.72M Buy
12,858
+5,961
+86% +$831K 0.15% 87
2018
Q1 		$1.01M Buy
+6,897
New +$1.04M 0.09% 102
2017
Q4 		– Sell
-7,958
Closed -$1.1M – 123
2017
Q3 		$1.1M Sell
7,958
-2,159
-21% -$301K 0.09% 103
2017
Q2 		$1.49M Sell
10,117
-143
-1% -$21.6K 0.13% 90
2017
Q1 		$1.69M Buy
10,260
+682
+7% +$114K 0.14% 89
2016
Q4 		$1.52M Buy
9,578
+183
+2% +$27.9K 0.14% 82
2016
Q3 		$1.43M Buy
9,395
+249
+3% +$37.8K 0.14% 84
2016
Q2 		$1.41M Buy
9,146
+250
+3% +$35.8K 0.13% 91
2016
Q1 		$1.29M Buy
+8,896
New +$1.14M 0.12% 89
2015
Q2 		– Sell
-1,552
Closed -$238K – 117
2015
Q1 		$238K Hold
1,552
– – 0.03% 80
2014
Q4 		$238K Buy
+1,552
New +$247K 0.03% 81
2014
Q2 		– Sell
-1,176
Closed -$216K – 81
2014
Q1 		$216K Buy
+1,176
New +$207K 0.03% 79

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

Aspiriant LLC's IBM Position: Q1 2026 in Review

Aspiriant LLC increased its IBM (IBM) stake by 2.5% in Q1 2026, buying an estimated $39.2K and bringing the position to 6,051 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #132.

Aspiriant LLC first reported a position in IBM in Q1 2014 and has held it in 43 quarters since. The position peaked at $1.75M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aspiriant LLC held 6,051 shares of IBM worth $1.47M as of Q1 2026.
  • Aspiriant LLC bought 145 IBM shares in Q1 2026, an estimated $39.2K.
  • IBM made up 0.04% of Aspiriant LLC's portfolio in Q1 2026, its #132 holding.
  • Aspiriant LLC first reported a position in IBM in Q1 2014 and has held it in 43 quarters since.
  • Aspiriant LLC's IBM position peaked at $1.75M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.