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Spurstone Advisory Services’s IBM IBM Stock Holding History

Spurstone Advisory Services’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
2025
Q4 		– Sell
-291
Closed -$82.1K – 104
2025
Q3 		$82.1K Sell
291
-259
-47% -$67.8K 1.18% 19
2025
Q2 		$162K Hold
550
– – 2.46% 12
2025
Q1 		$137K Hold
550
– – 2.66% 11
2024
Q4 		$121K Buy
+550
New +$122K 2.3% 15

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spurstone Advisory Services's IBM Position: Q4 2025 in Review

Spurstone Advisory Services sold out of IBM (IBM) in Q4 2025, closing a stake of 291 shares — an estimated $82.1K sold.

Spurstone Advisory Services first reported a position in IBM in Q4 2024 and held it in 4 quarters. The position peaked at $162K in Q2 2025. 3,684 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Spurstone Advisory Services reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 291 IBM shares in Q4 2025, an estimated $82.1K.
  • Spurstone Advisory Services first reported a position in IBM in Q4 2024 and held it in 4 quarters.
  • Spurstone Advisory Services's IBM position peaked at $162K in Q2 2025.
  • 3,684 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.