Greenspring Advisors
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Greenspring Advisors’s IBM IBM Stock Holding History

Greenspring 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
Q3 		$1.91M Buy
8,674
+4,502
+108% +$1.07M 0.09% 112
2026
Q2 		$1.17M Buy
4,172
+68
+2% +$17.1K 0.07% 128
2026
Q1 		$995K Sell
4,104
-787
-16% -$213K 0.06% 127
2025
Q4 		$1.45M Buy
+4,891
New +$1.46M 0.09% 103
2023
Q1 		– Sell
-2,406
Closed -$339K – 127
2022
Q4 		$339K Hold
2,406
– – 0.09% 79
2022
Q3 		$286K Sell
2,406
-50
-2% -$6.56K 0.09% 78
2022
Q2 		$347K Hold
2,456
– – 0.1% 75
2022
Q1 		$319K Hold
2,456
– – 0.08% 75
2021
Q4 		$328K Buy
+2,456
New +$308K 0.08% 80

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Greenspring Advisors's IBM Position: Q3 2026 in Review

Greenspring Advisors increased its IBM (IBM) stake by 108% in Q3 2026, buying an estimated $1.07M and bringing the position to 8,674 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #112.

Greenspring Advisors first reported a position in IBM in Q4 2021 and has held it in 9 quarters since. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Greenspring Advisors held 8,674 shares of IBM worth $1.91M as of Q3 2026.
  • Greenspring Advisors bought 4,502 IBM shares in Q3 2026, an estimated $1.07M.
  • IBM made up 0.09% of Greenspring Advisors's portfolio in Q3 2026, its #112 holding.
  • Greenspring Advisors first reported a position in IBM in Q4 2021 and has held it in 9 quarters since.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.