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GoalFusion Wealth Management’s IBM IBM Stock Holding History

GoalFusion Wealth Management’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 		$235K Hold
834
– – 0.09% 30
2026
Q1 		$202K Hold
834
– – 0.09% 29
2025
Q4 		$247K Hold
834
– – 0.11% 25
2025
Q3 		$235K Sell
834
-3
-0.4% -$785 0.11% 27
2025
Q2 		$247K Hold
837
– – 0.13% 25
2025
Q1 		$208K Sell
837
-700
-46% -$171K 0.11% 23
2024
Q4 		$338K Buy
1,537
+134
+10% +$29.8K 0.18% 20
2024
Q3 		$310K Hold
1,403
– – 0.17% 23
2024
Q2 		$243K Hold
1,403
– – 0.15% 27
2024
Q1 		$268K Hold
1,403
– – 0.17% 26
2023
Q4 		$229K Buy
+1,403
New +$212K 0.16% 26
2022
Q2 		– Sell
-1,603
Closed -$208K – 22
2022
Q1 		$208K Sell
1,603
-200
-11% -$26.1K 0.18% 18
2021
Q4 		$240K Buy
+1,803
New +$226K 0.24% 12

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

GoalFusion Wealth Management's IBM Position: Q2 2026 in Review

GoalFusion Wealth Management held its IBM (IBM) position steady in Q2 2026 at 834 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #30.

GoalFusion Wealth Management first reported a position in IBM in Q4 2021 and has held it in 13 quarters since. The position peaked at $338K in Q4 2024. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GoalFusion Wealth Management held 834 shares of IBM worth $235K as of Q2 2026.
  • GoalFusion Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.09% of GoalFusion Wealth Management's portfolio in Q2 2026, its #30 holding.
  • GoalFusion Wealth Management first reported a position in IBM in Q4 2021 and has held it in 13 quarters since.
  • GoalFusion Wealth Management's IBM position peaked at $338K in Q4 2024.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.