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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
Q3 		$1.81M Buy
8,238
+14
+0.2% +$3.32K 0.64% 53
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Red Spruce Capital's IBM Position: Q3 2026 in Review

Red Spruce Capital increased its IBM (IBM) stake by 0.17% in Q3 2026, buying an estimated $3.32K and bringing the position to 8,238 shares worth $1.81M. The position accounts for 0.64% of the portfolio, ranked #53.

Red Spruce Capital first reported a position in IBM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.36M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Red Spruce Capital held 8,238 shares of IBM worth $1.81M as of Q3 2026.
  • Red Spruce Capital bought 14 IBM shares in Q3 2026, an estimated $3.32K.
  • IBM made up 0.64% of Red Spruce Capital's portfolio in Q3 2026, its #53 holding.
  • Red Spruce Capital first reported a position in IBM in Q4 2019 and has held it in 28 quarters since.
  • Red Spruce Capital's IBM position peaked at $2.36M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Red Spruce Capital's 13F filing for Q3 2026, filed 7 Oct 2026.