Spirepoint Private Client’s IBM IBM Stock Holding History

Spirepoint Private Client’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 Q1	$1.03M	Sell	4,265 -34	-0.8%	-$9.2K	0.1%	117
2025 Q4	$1.27M	Buy	4,299 +39	+0.9%	+$11.7K	0.12%	103
2025 Q3	$1.2M	Buy	4,260 +665	+18%	+$174K	0.13%	107
2025 Q2	$1.06M	Buy	3,595 +12	+0.3%	+$3.09K	0.12%	104
2025 Q1	$891K	Sell	3,583 -165	-4%	-$40.4K	0.12%	97
2024 Q4	$824K	Sell	3,748 -12	-0.3%	-$2.67K	0.1%	111
2024 Q3	$831K	Buy	3,760 +34	+0.9%	+$6.67K	0.11%	111
2024 Q2	$644K	Sell	3,726 -42	-1%	-$7.3K	0.09%	121
2024 Q1	$720K	Buy	+3,768	New	+$687K	0.11%	104

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spirepoint Private Client's IBM Position: Q1 2026 in Review

Spirepoint Private Client reduced its IBM (IBM) stake by 0.79% in Q1 2026, selling an estimated $9.2K and leaving 4,265 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #117.

Spirepoint Private Client first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Spirepoint Private Client held 4,265 shares of IBM worth $1.03M as of Q1 2026.
Spirepoint Private Client sold 34 IBM shares in Q1 2026, an estimated $9.2K.
IBM made up 0.1% of Spirepoint Private Client's portfolio in Q1 2026, its #117 holding.
Spirepoint Private Client first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's IBM position peaked at $1.27M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.