Inspirion Wealth Advisors’s IBM IBM Stock Holding History

Inspirion Wealth 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	$256K	Hold	896	–	–	0.03%	154
2026 Q1	$217K	Sell	896 -18	-2%	-$4.87K	0.03%	160
2025 Q4	$271K	Buy	+914	New	+$274K	0.03%	141
2025 Q3	–	Sell	-825	Closed	-$243K	–	164
2025 Q2	$243K	Sell	825 -50	-6%	-$12.9K	0.03%	141
2025 Q1	$218K	Buy	+875	New	+$214K	0.03%	140
2021 Q2	–	Sell	-1,994	Closed	-$254K	–	89
2021 Q1	$254K	Hold	1,994	–	–	0.07%	78
2020 Q4	$240K	Hold	1,994	–	–	0.07%	75
2020 Q3	$232K	Hold	1,994	–	–	0.08%	72
2020 Q2	$230K	Hold	1,994	–	–	0.09%	71
2020 Q1	$211K	Buy	1,994 +126	+7%	+$15.9K	0.1%	67
2019 Q4	$239K	Hold	1,868	–	–	0.08%	70
2019 Q3	$260K	Hold	1,868	–	–	0.11%	65
2019 Q2	$246K	Hold	1,868	–	–	0.11%	65
2019 Q1	$252K	Hold	1,868	–	–	0.11%	65
2018 Q4	$203K	Sell	1,868 -209	-10%	-$25.1K	0.1%	69
2018 Q3	$300K	Sell	2,077 -419	-17%	-$58.5K	0.13%	59
2018 Q2	$333K	Hold	2,496	–	–	0.16%	54
2018 Q1	$366K	Sell	2,496 -26	-1%	-$3.93K	0.18%	47
2017 Q4	$370K	Hold	2,522	–	–	0.18%	43
2017 Q3	$350K	Sell	2,522 -732	-22%	-$102K	0.18%	44
2017 Q2	$479K	Hold	3,254	–	–	0.26%	39
2017 Q1	$542K	Hold	3,254	–	–	0.31%	33
2016 Q4	$516K	Buy	3,254 +461	+17%	+$70.2K	0.33%	34
2016 Q3	$424K	Buy	2,793 +52	+2%	+$7.89K	0.28%	40
2016 Q2	$398K	Hold	2,741	–	–	0.26%	41
2016 Q1	$397K	Hold	2,741	–	–	0.28%	39
2015 Q4	$361K	Sell	2,741 -1,673	-38%	-$225K	0.26%	41
2015 Q3	$612K	Buy	4,414 +640	+17%	+$94.5K	0.48%	28
2015 Q2	$587K	Sell	3,774 -209	-5%	-$33.6K	0.43%	26
2015 Q1	$611K	Hold	3,983	–	–	0.49%	27
2014 Q4	$611K	Buy	+3,983	New	+$634K	0.57%	26

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return