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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
Q2 		$1.09M Sell
3,862
-403
-9% -$102K 0.09% 128
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
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

Spirepoint Private Client's IBM Position: Q2 2026 in Review

Spirepoint Private Client reduced its IBM (IBM) stake by 9.4% in Q2 2026, selling an estimated $102K and leaving 3,862 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #128.

Spirepoint Private Client first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Spirepoint Private Client held 3,862 shares of IBM worth $1.09M as of Q2 2026.
  • Spirepoint Private Client sold 403 IBM shares in Q2 2026, an estimated $102K.
  • IBM made up 0.09% of Spirepoint Private Client's portfolio in Q2 2026, its #128 holding.
  • Spirepoint Private Client first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's IBM position peaked at $1.27M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.