Spreng Capital Management’s IBM IBM Stock Holding History

Spreng Capital 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	$215K	Buy	+763	New	+$192K	0.08%	71
2026 Q1	–	Sell	-838	Closed	-$248K	–	72
2025 Q4	$248K	Hold	838	–	–	0.1%	69
2025 Q3	$236K	Buy	838 +30	+4%	+$7.85K	0.09%	74
2025 Q2	$238K	Sell	808 -10	-1%	-$2.58K	0.1%	73
2025 Q1	$203K	Buy	+818	New	+$200K	0.09%	75
2024 Q2	–	Sell	-1,081	Closed	-$206K	–	89
2024 Q1	$206K	Buy	+1,081	New	+$197K	0.11%	89
2023 Q1	–	Sell	-1,632	Closed	-$230K	–	85
2022 Q4	$230K	Buy	+1,632	New	+$225K	0.2%	77
2022 Q3	–	Sell	-1,630	Closed	-$229K	–	86
2022 Q2	$229K	Sell	1,630 -75	-4%	-$10.1K	0.17%	87
2022 Q1	$222K	Sell	1,705 -748	-30%	-$97.5K	0.14%	95
2021 Q4	$328K	Buy	2,453 +845	+53%	+$106K	0.19%	81
2021 Q3	$220K	Hold	1,608	–	–	0.14%	96
2021 Q2	$225K	Buy	+1,608	New	+$220K	0.15%	99

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Spreng Capital Management's IBM Position: Q2 2026 in Review

Spreng Capital Management opened a new position in IBM (IBM) in Q2 2026: 763 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Spreng Capital Management previously reported a position in IBM as recently as Q4 2025.

Spreng Capital Management first reported a position in IBM in Q2 2021 and has held it in 12 quarters since. The position peaked at $328K in Q4 2021. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Spreng Capital Management held 763 shares of IBM worth $215K as of Q2 2026.
IBM was a new Spreng Capital Management position in Q2 2026.
IBM made up 0.08% of Spreng Capital Management's portfolio in Q2 2026, its #71 holding.
Spreng Capital Management first reported a position in IBM in Q2 2021 and has held it in 12 quarters since.
Spreng Capital Management's IBM position peaked at $328K in Q4 2021.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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