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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Galvin Gaustad & Stein's IBM Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its IBM (IBM) stake by 2.8% in Q1 2026, selling an estimated $8.12K and leaving 1,044 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #230.

Galvin Gaustad & Stein first reported a position in IBM in Q4 2020 and has held it in 5 quarters since. The position peaked at $729K in Q2 2021. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Galvin Gaustad & Stein held 1,044 shares of IBM worth $253K as of Q1 2026.
  • Galvin Gaustad & Stein sold 30 IBM shares in Q1 2026, an estimated $8.12K.
  • IBM made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #230 holding.
  • Galvin Gaustad & Stein first reported a position in IBM in Q4 2020 and has held it in 5 quarters since.
  • Galvin Gaustad & Stein's IBM position peaked at $729K in Q2 2021.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.