WealthSpring Partners’s IBM IBM Stock Holding History

WealthSpring Partners’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	$921K	Buy	3,276 +44	+1%	+$11.1K	0.79%	27
2026 Q1	$783K	Buy	3,232 +61	+2%	+$16.5K	0.72%	31
2025 Q4	$939K	Buy	+3,171	New	+$950K	0.96%	23
2023 Q3	$798K	Buy	5,686 +14	+0.2%	+$1.99K	0.6%	28
2023 Q2	$759K	Sell	5,672 -164	-3%	-$21.2K	0.55%	30
2023 Q1	$765K	Buy	5,836 +14	+0.2%	+$1.87K	0.59%	26
2022 Q4	$820K	Buy	5,822 +328	+6%	+$45.2K	0.64%	25
2022 Q3	$653K	Buy	+5,494	New	+$721K	0.58%	30

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthSpring Partners's IBM Position: Q2 2026 in Review

WealthSpring Partners increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $11.1K and bringing the position to 3,276 shares worth $921K. The position accounts for 0.79% of the portfolio, ranked #27.

WealthSpring Partners first reported a position in IBM in Q3 2022 and has held it in 8 quarters since. The position peaked at $939K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

WealthSpring Partners held 3,276 shares of IBM worth $921K as of Q2 2026.
WealthSpring Partners bought 44 IBM shares in Q2 2026, an estimated $11.1K.
IBM made up 0.79% of WealthSpring Partners's portfolio in Q2 2026, its #27 holding.
WealthSpring Partners first reported a position in IBM in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's IBM position peaked at $939K in Q4 2025.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.