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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's IBM Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its IBM (IBM) stake by 15% in Q1 2026, selling an estimated $124K and leaving 2,555 shares worth $619K. The position accounts for 0.11% of the portfolio, ranked #59.

Elwood & Goetz Wealth Advisory Group first reported a position in IBM in Q1 2024 and has held it in 8 quarters since. The position peaked at $893K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 2,555 shares of IBM worth $619K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 460 IBM shares in Q1 2026, an estimated $124K.
IBM made up 0.11% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #59 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in IBM in Q1 2024 and has held it in 8 quarters since.
Elwood & Goetz Wealth Advisory Group's IBM position peaked at $893K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.