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Spire Wealth Management’s IBM IBM Stock Holding History

Spire Wealth Management’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 		$3.4M Sell
12,099
-317
-3% -$79.9K 0.1% 178
2026
Q1 		$3.01M Buy
12,416
+149
+1% +$40.3K 0.1% 187
2025
Q4 		$3.63M Buy
12,267
+65
+0.5% +$19.5K 0.12% 157
2025
Q3 		$3.44M Buy
12,202
+136
+1% +$35.6K 0.12% 148
2025
Q2 		$3.56M Sell
12,066
-690
-5% -$178K 0.13% 139
2025
Q1 		$3.17M Buy
12,756
+263
+2% +$64.3K 0.1% 181
2024
Q4 		$2.75M Sell
12,493
-776
-6% -$173K 0.09% 204
2024
Q3 		$2.93M Sell
13,269
-536
-4% -$105K 0.1% 169
2024
Q2 		$2.39M Sell
13,805
-1,804
-12% -$313K 0.08% 209
2024
Q1 		$2.98M Sell
15,609
-189
-1% -$34.5K 0.05% 199
2023
Q4 		$2.71M Sell
15,798
-222
-1% -$33.5K 0.09% 197
2023
Q3 		$2.25M Sell
16,020
-756
-5% -$108K 0.09% 202
2023
Q2 		$2.24M Sell
16,776
-538
-3% -$69.4K 0.08% 222
2023
Q1 		$2.27M Buy
17,314
+2,774
+19% +$371K 0.09% 214
2022
Q4 		$2.05M Buy
14,540
+1,730
+14% +$239K 0.12% 154
2022
Q3 		$1.52M Sell
12,810
-8,348
-39% -$1.1M 0.09% 155
2022
Q2 		$2.99M Sell
21,158
-1,317
-6% -$178K 0.12% 160
2022
Q1 		$2.92M Sell
22,475
-11,819
-34% -$1.54M 0.08% 220
2021
Q4 		$4.61M Buy
34,294
+7,010
+26% +$879K 0.1% 182
2021
Q3 		$3.62M Buy
27,284
+3,357
+14% +$449K 0.1% 195
2021
Q2 		$3.37M Sell
23,927
-6,557
-22% -$897K 0.09% 207
2021
Q1 		$3.89M Buy
+30,484
New +$3.65M 0.1% 185

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

Spire Wealth Management's IBM Position: Q2 2026 in Review

Spire Wealth Management reduced its IBM (IBM) stake by 2.6% in Q2 2026, selling an estimated $79.9K and leaving 12,099 shares worth $3.4M. The position accounts for 0.1% of the portfolio, ranked #178.

Spire Wealth Management first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.61M in Q4 2021. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Spire Wealth Management held 12,099 shares of IBM worth $3.4M as of Q2 2026.
  • Spire Wealth Management sold 317 IBM shares in Q2 2026, an estimated $79.9K.
  • IBM made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Spire Wealth Management first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's IBM position peaked at $4.61M in Q4 2021.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.