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Inspire Advisors’s IBM IBM Stock Holding History

Inspire 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 		$2.47M Buy
8,777
+1,973
+29% +$497K 0.17% 102
2026
Q1 		$1.65M Sell
6,804
-6
-0.1% -$1.62K 0.13% 120
2025
Q4 		$2.02M Sell
6,810
-533
-7% -$160K 0.19% 91
2025
Q3 		$2.07M Buy
7,343
+872
+13% +$228K 0.2% 87
2025
Q2 		$1.91M Buy
6,471
+2,625
+68% +$676K 0.2% 88
2025
Q1 		$956K Buy
3,846
+1,846
+92% +$452K 0.11% 120
2024
Q4 		$440K Buy
2,000
+19
+1% +$4.23K 0.05% 257
2024
Q3 		$438K Sell
1,981
-17
-0.9% -$3.33K 0.05% 255
2024
Q2 		$346K Sell
1,998
-60
-3% -$10.4K 0.05% 266
2024
Q1 		$393K Sell
2,058
-101
-5% -$18.4K 0.05% 232
2023
Q4 		$353K Hold
2,159
– – 0.05% 229
2023
Q3 		$303K Buy
+2,159
New +$307K 0.05% 204

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

Inspire Advisors's IBM Position: Q2 2026 in Review

Inspire Advisors increased its IBM (IBM) stake by 29% in Q2 2026, buying an estimated $497K and bringing the position to 8,777 shares worth $2.47M. The position accounts for 0.17% of the portfolio, ranked #102.

Inspire Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Inspire Advisors held 8,777 shares of IBM worth $2.47M as of Q2 2026.
  • Inspire Advisors bought 1,973 IBM shares in Q2 2026, an estimated $497K.
  • IBM made up 0.17% of Inspire Advisors's portfolio in Q2 2026, its #102 holding.
  • Inspire Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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