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Red Spruce Capital’s IBM IBM Stock Holding History

Red Spruce Capital’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 		$2.31M Buy
8,224
+137
+2% +$34.5K 0.81% 44
2026
Q1 		$1.96M Buy
8,087
+115
+1% +$31.1K 0.8% 45
2025
Q4 		$2.36M Buy
7,972
+181
+2% +$54.2K 0.94% 38
2025
Q3 		$2.2M Buy
7,791
+17
+0.2% +$4.45K 0.9% 40
2025
Q2 		$2.29M Sell
7,774
-356
-4% -$91.7K 0.99% 35
2025
Q1 		$2.02M Buy
8,130
+79
+1% +$19.3K 0.95% 41
2024
Q4 		$1.77M Buy
8,051
+216
+3% +$48.1K 0.79% 46
2024
Q3 		$1.73M Sell
7,835
-451
-5% -$88.4K 0.79% 46
2024
Q2 		$1.43M Sell
8,286
-114
-1% -$19.8K 0.67% 52
2024
Q1 		$1.6M Sell
8,400
-89
-1% -$16.2K 0.74% 50
2023
Q4 		$1.39M Buy
8,489
+33
+0.4% +$4.99K 0.71% 50
2023
Q3 		$1.19M Hold
8,456
– – 0.67% 57
2023
Q2 		$1.13M Sell
8,456
-200
-2% -$25.8K 0.61% 59
2023
Q1 		$1.13M Sell
8,656
-32
-0.4% -$4.28K 0.66% 53
2022
Q4 		$1.22M Buy
8,688
+700
+9% +$96.6K 0.78% 46
2022
Q3 		$949K Buy
7,988
+101
+1% +$13.3K 0.67% 55
2022
Q2 		$1.11M Sell
7,887
-84
-1% -$11.3K 0.74% 51
2022
Q1 		$1.04M Buy
7,971
+102
+1% +$13.3K 0.59% 57
2021
Q4 		$1.05M Sell
7,869
-440
-5% -$55.2K 0.58% 60
2021
Q3 		$1.1M Buy
8,309
+150
+2% +$20.1K 0.65% 57
2021
Q2 		$1.14M Hold
8,159
– – 0.67% 56
2021
Q1 		$1.04M Hold
8,159
– – 0.66% 54
2020
Q4 		$982K Hold
8,159
– – 0.68% 52
2020
Q3 		$949K Sell
8,159
-226
-3% -$26.6K 0.77% 48
2020
Q2 		$968K Buy
8,385
+262
+3% +$30.4K 0.82% 45
2020
Q1 		$861K Sell
8,123
-36
-0.4% -$4.55K 0.89% 42
2019
Q4 		$1.05M Buy
+8,159
New +$1.06M 0.87% 53

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Red Spruce Capital's IBM Position: Q2 2026 in Review

Red Spruce Capital increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $34.5K and bringing the position to 8,224 shares worth $2.31M. The position accounts for 0.81% of the portfolio, ranked #44.

Red Spruce Capital first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.36M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Red Spruce Capital held 8,224 shares of IBM worth $2.31M as of Q2 2026.
  • Red Spruce Capital bought 137 IBM shares in Q2 2026, an estimated $34.5K.
  • IBM made up 0.81% of Red Spruce Capital's portfolio in Q2 2026, its #44 holding.
  • Red Spruce Capital first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Red Spruce Capital's IBM position peaked at $2.36M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Red Spruce Capital's 13F filing for Q2 2026, filed 7 Jul 2026.