Inspirion Wealth Advisors’s IBM IBM Stock Holding History
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
Inspirion Wealth Advisors's IBM Position: Q2 2026 in Review
Inspirion Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 896 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #154.
Inspirion Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 31 quarters since. The position peaked at $612K in Q3 2015. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Inspirion Wealth Advisors held 896 shares of IBM worth $256K as of Q2 2026.
- Inspirion Wealth Advisors left its IBM share count unchanged in Q2 2026.
- IBM made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #154 holding.
- Inspirion Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 31 quarters since.
- Inspirion Wealth Advisors's IBM position peaked at $612K in Q3 2015.
- 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.