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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
Q2 		$909K Buy
3,231
+2,164
+203% +$545K 0.16% 118
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 $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 $3.38T AUM 44.17% 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

Garden State Investment Advisory Services's IBM Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its IBM (IBM) stake by 203% in Q2 2026, buying an estimated $545K and bringing the position to 3,231 shares worth $909K. The position accounts for 0.16% of the portfolio, ranked #118.

Garden State Investment Advisory Services first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Garden State Investment Advisory Services held 3,231 shares of IBM worth $909K as of Q2 2026.
  • Garden State Investment Advisory Services bought 2,164 IBM shares in Q2 2026, an estimated $545K.
  • IBM made up 0.16% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #118 holding.
  • Garden State Investment Advisory Services first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.