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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
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 $6.73T 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

Greenspring Advisors's IBM Position: Q2 2026 in Review

Greenspring Advisors increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $17.1K and bringing the position to 4,172 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #128.

Greenspring Advisors first reported a position in IBM in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.45M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Greenspring Advisors held 4,172 shares of IBM worth $1.17M as of Q2 2026.
  • Greenspring Advisors bought 68 IBM shares in Q2 2026, an estimated $17.1K.
  • IBM made up 0.07% of Greenspring Advisors's portfolio in Q2 2026, its #128 holding.
  • Greenspring Advisors first reported a position in IBM in Q4 2021 and has held it in 8 quarters since.
  • Greenspring Advisors's IBM position peaked at $1.45M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.