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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
Q3 		$207K Buy
940
+106
+13% +$25.2K 0.08% 34
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalFusion Wealth Management's IBM Position: Q3 2026 in Review

GoalFusion Wealth Management increased its IBM (IBM) stake by 13% in Q3 2026, buying an estimated $25.2K and bringing the position to 940 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #34.

GoalFusion Wealth Management first reported a position in IBM in Q4 2021 and has held it in 14 quarters since. The position peaked at $338K in Q4 2024. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • GoalFusion Wealth Management held 940 shares of IBM worth $207K as of Q3 2026.
  • GoalFusion Wealth Management bought 106 IBM shares in Q3 2026, an estimated $25.2K.
  • IBM made up 0.08% of GoalFusion Wealth Management's portfolio in Q3 2026, its #34 holding.
  • GoalFusion Wealth Management first reported a position in IBM in Q4 2021 and has held it in 14 quarters since.
  • GoalFusion Wealth Management's IBM position peaked at $338K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on GoalFusion Wealth Management's 13F filing for Q3 2026, filed 6 Oct 2026.