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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
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 $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

Inspire Advisors's IBM Position: Q1 2026 in Review

Inspire Advisors reduced its IBM (IBM) stake by 0.09% in Q1 2026, selling an estimated $1.62K and leaving 6,804 shares worth $1.65M. The position accounts for 0.13% of the portfolio, ranked #120.

Inspire Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q3 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Inspire Advisors held 6,804 shares of IBM worth $1.65M as of Q1 2026.
  • Inspire Advisors sold 6 IBM shares in Q1 2026, an estimated $1.62K.
  • IBM made up 0.13% of Inspire Advisors's portfolio in Q1 2026, its #120 holding.
  • Inspire Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Inspire Advisors's IBM position peaked at $2.07M in Q3 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.