GoalVest Advisory
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GoalVest Advisory’s IBM IBM Stock Holding History

GoalVest Advisory’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 		$20.9K Sell
95
-1
-1% -$237 ﹤0.01% 310
2026
Q2 		$27K Sell
96
-247
-72% -$62.2K 0.01% 280
2026
Q1 		$83.1K Hold
343
– – 0.02% 185
2025
Q4 		$102K Hold
343
– – 0.02% 185
2025
Q3 		$96.8K Hold
343
– – 0.02% 173
2025
Q2 		$101K Buy
343
+90
+36% +$23.2K 0.03% 166
2025
Q1 		$62.9K Buy
253
+5
+2% +$1.22K 0.02% 173
2024
Q4 		$54.5K Hold
248
– – 0.02% 180
2024
Q3 		$54.8K Sell
248
-20
-7% -$3.92K 0.02% 182
2024
Q2 		$46.4K Sell
268
-90
-25% -$15.6K 0.01% 179
2024
Q1 		$68.4K Buy
358
+258
+258% +$47.1K 0.02% 174
2023
Q4 		$16.4K Sell
100
-140
-58% -$21.2K 0.01% 227
2023
Q3 		$33.7K Sell
240
-360
-60% -$51.2K 0.02% 172
2023
Q2 		$80.3K Buy
+600
New +$77.4K 0.04% 114
2022
Q3 		– Sell
-40
Closed -$6K – 282
2022
Q2 		$6K Buy
40
+36
+900% +$4.86K ﹤0.01% 264
2022
Q1 		$1K Buy
+4
New +$522 ﹤0.01% 334

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

GoalVest Advisory's IBM Position: Q3 2026 in Review

GoalVest Advisory reduced its IBM (IBM) stake by 1% in Q3 2026, selling an estimated $237 and leaving 95 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

GoalVest Advisory first reported a position in IBM in Q1 2022 and has held it in 16 quarters since. The position peaked at $102K in Q4 2025. 2,746 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • GoalVest Advisory held 95 shares of IBM worth $20.9K as of Q3 2026.
  • GoalVest Advisory sold 1 IBM share in Q3 2026, an estimated $237.
  • IBM made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #310 holding.
  • GoalVest Advisory first reported a position in IBM in Q1 2022 and has held it in 16 quarters since.
  • GoalVest Advisory's IBM position peaked at $102K in Q4 2025.
  • 2,746 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.