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Spartan Wealth Advisory Services LLC’s IBM IBM Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$254K Buy
903
+1
+0.1% +$252 0.02% 285
2026
Q1 		$219K Buy
+902
New +$244K 0.02% 292

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IBM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its IBM (IBM) stake by 0.11% in Q2 2026, buying an estimated $252 and bringing the position to 903 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #285.

Spartan Wealth Advisory Services LLC first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 903 shares of IBM worth $254K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #285 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.