EGWAG
IBM icon

Elwood & Goetz Wealth Advisory Group’s IBM IBM Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$737K Buy
2,620
+65
+3% +$16.4K 0.11% 64
2026
Q1 		$619K Sell
2,555
-460
-15% -$124K 0.11% 59
2025
Q4 		$893K Buy
3,015
+893
+42% +$267K 0.16% 43
2025
Q3 		$599K Buy
2,122
+738
+53% +$193K 0.11% 58
2025
Q2 		$408K Sell
1,384
-100
-7% -$25.8K 0.09% 66
2025
Q1 		$369K Buy
1,484
+59
+4% +$14.4K 0.09% 65
2024
Q4 		$313K Buy
1,425
+69
+5% +$15.4K 0.08% 74
2024
Q3 		$300K Buy
+1,356
New +$266K 0.07% 74
2024
Q2 		– Sell
-1,150
Closed -$220K – 85
2024
Q1 		$220K Buy
+1,150
New +$210K 0.05% 82

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's IBM Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its IBM (IBM) stake by 2.5% in Q2 2026, buying an estimated $16.4K and bringing the position to 2,620 shares worth $737K. The position accounts for 0.11% of the portfolio, ranked #64.

Elwood & Goetz Wealth Advisory Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $893K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,620 shares of IBM worth $737K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 65 IBM shares in Q2 2026, an estimated $16.4K.
  • IBM made up 0.11% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Elwood & Goetz Wealth Advisory Group's IBM position peaked at $893K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.