Galvin Gaustad & Stein
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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
Q3 		$473K Sell
2,151
-158
-7% -$37.5K 0.04% 176
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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Galvin Gaustad & Stein's IBM Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its IBM (IBM) stake by 6.8% in Q3 2026, selling an estimated $37.5K and leaving 2,151 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #176.

Galvin Gaustad & Stein first reported a position in IBM in Q4 2020 and has held it in 7 quarters since. The position peaked at $729K in Q2 2021. 1,283 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Galvin Gaustad & Stein held 2,151 shares of IBM worth $473K as of Q3 2026.
  • Galvin Gaustad & Stein sold 158 IBM shares in Q3 2026, an estimated $37.5K.
  • IBM made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #176 holding.
  • Galvin Gaustad & Stein first reported a position in IBM in Q4 2020 and has held it in 7 quarters since.
  • Galvin Gaustad & Stein's IBM position peaked at $729K in Q2 2021.
  • 1,283 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.