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Garden State Investment Advisory Services’s IBM IBM Stock Holding History

Garden State Investment Advisory Services’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 		$259K Sell
1,067
-68
-6% -$18.4K 0.06% 253
2025
Q4 		$336K Sell
1,135
-786
-41% -$235K 0.07% 213
2025
Q3 		$542K Buy
1,921
+847
+79% +$222K 0.12% 145
2025
Q2 		$317K Sell
1,074
-321
-23% -$82.7K 0.08% 214
2025
Q1 		$347K Buy
1,395
+137
+11% +$33.5K 0.11% 167
2024
Q4 		$277K Buy
1,258
+14
+1% +$3.12K 0.08% 197
2024
Q3 		$275K Sell
1,244
-254
-17% -$49.8K 0.09% 184
2024
Q2 		$260K Sell
1,498
-271
-15% -$47.1K 0.09% 181
2024
Q1 		$336K Sell
1,769
-129
-7% -$23.5K 0.12% 157
2023
Q4 		$310K Sell
1,898
-138
-7% -$20.9K 0.12% 153
2023
Q3 		$286K Buy
2,036
+54
+3% +$7.68K 0.13% 140
2023
Q2 		$265K Sell
1,982
-266
-12% -$34.3K 0.1% 156
2023
Q1 		$295K Sell
2,248
-186
-8% -$24.9K 0.13% 142
2022
Q4 		$343K Buy
+2,434
New +$336K 0.2% 113

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

Garden State Investment Advisory Services's IBM Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its IBM (IBM) stake by 6% in Q1 2026, selling an estimated $18.4K and leaving 1,067 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #253.

Garden State Investment Advisory Services first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $542K in Q3 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Garden State Investment Advisory Services held 1,067 shares of IBM worth $259K as of Q1 2026.
  • Garden State Investment Advisory Services sold 68 IBM shares in Q1 2026, an estimated $18.4K.
  • IBM made up 0.06% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #253 holding.
  • Garden State Investment Advisory Services first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Garden State Investment Advisory Services's IBM position peaked at $542K in Q3 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.