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Galvin Gaustad & Stein’s IBM IBM Stock Holding History

Galvin Gaustad & Stein’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 		$649K Buy
2,309
+1,265
+121% +$319K 0.05% 164
2026
Q1 		$253K Sell
1,044
-30
-3% -$8.12K 0.02% 230
2025
Q4 		$318K Buy
+1,074
New +$322K 0.02% 207
2021
Q3 		– Sell
-5,205
Closed -$729K – 183
2021
Q2 		$729K Sell
5,205
-365
-7% -$49.9K 0.07% 118
2021
Q1 		$710K Sell
5,570
-484
-8% -$57.9K 0.07% 119
2020
Q4 		$729K Buy
+6,054
New +$700K 0.08% 115

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 $3.37T AUM 44.26% 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

Galvin Gaustad & Stein's IBM Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its IBM (IBM) stake by 121% in Q2 2026, buying an estimated $319K and bringing the position to 2,309 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #164.

Galvin Gaustad & Stein first reported a position in IBM in Q4 2020 and has held it in 6 quarters since. The position peaked at $729K in Q2 2021. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Galvin Gaustad & Stein held 2,309 shares of IBM worth $649K as of Q2 2026.
  • Galvin Gaustad & Stein bought 1,265 IBM shares in Q2 2026, an estimated $319K.
  • IBM made up 0.05% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #164 holding.
  • Galvin Gaustad & Stein first reported a position in IBM in Q4 2020 and has held it in 6 quarters since.
  • Galvin Gaustad & Stein's IBM position peaked at $729K in Q2 2021.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.