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Wellspring Financial Advisors’s IBM IBM Stock Holding History

Wellspring Financial Advisors’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 		$956K Sell
3,401
-36
-1% -$9.07K 0.06% 103
2026
Q1 		$833K Sell
3,437
-45
-1% -$12.2K 0.06% 115
2025
Q4 		$1.04M Buy
3,482
+2,714
+353% +$813K 0.08% 84
2025
Q3 		$217K Buy
+768
New +$201K 0.02% 152

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wellspring Financial Advisors's IBM Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $9.07K and leaving 3,401 shares worth $956K. The position accounts for 0.06% of the portfolio, ranked #103.

Wellspring Financial Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wellspring Financial Advisors held 3,401 shares of IBM worth $956K as of Q2 2026.
  • Wellspring Financial Advisors sold 36 IBM shares in Q2 2026, an estimated $9.07K.
  • IBM made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Wellspring Financial Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Wellspring Financial Advisors's IBM position peaked at $1.04M in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.