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SPG Advisors’s IBM IBM Stock Holding History

SPG 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 		$753K Buy
+2,676
New +$674K 13.56% 2
2026
Q1 		– Sell
-2,676
Closed -$793K – 11
2025
Q4 		$793K Buy
+2,676
New +$801K 8.15% 5

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SPG Advisors's IBM Position: Q2 2026 in Review

SPG Advisors opened a new position in IBM (IBM) in Q2 2026: 2,676 shares worth $753K. The stake represents 13.56% of the portfolio and ranks #2 among its holdings. This is a return to the name: SPG Advisors previously reported a position in IBM as recently as Q4 2025.

SPG Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $793K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SPG Advisors held 2,676 shares of IBM worth $753K as of Q2 2026.
  • IBM was a new SPG Advisors position in Q2 2026.
  • IBM made up 13.56% of SPG Advisors's portfolio in Q2 2026, its #2 holding.
  • SPG Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • SPG Advisors's IBM position peaked at $793K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SPG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.