Aspen Grove Capital, LLC
Position in IBM — International Business Machines Corp
CIK 1806027
AVON, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,160,714
+$1,126,557 QoQ
Shares Held
29,020
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#667
of 3,615 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Aspen Grove Capital, LLC holds $8,395,597 across 3 Information Technology Services names. IBM ranks #1 (97.2% of the industry book) .
All Filings in IBM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,160,714 | 29,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,034,157 | 29,020 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,604,900 | 29,050 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,177,561 | 28,982 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,592,542 | 29,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,188,263 | 28,908 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,330,664 | 28,798 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,355,165 | 28,746 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,971,793 | 28,747 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,488,381 | 28,741 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,778,656 | 41,447 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,795,652 | 41,309 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,005,622 | 52,355 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,845,126 | 52,217 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,352,908 | 52,189 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||