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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GoalVest Advisory's IBM Position: Q2 2026 in Review

GoalVest Advisory reduced its IBM (IBM) stake by 72% in Q2 2026, selling an estimated $62.2K and leaving 96 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #280.

GoalVest Advisory first reported a position in IBM in Q1 2022 and has held it in 15 quarters since. The position peaked at $102K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

GoalVest Advisory held 96 shares of IBM worth $27K as of Q2 2026.
GoalVest Advisory sold 247 IBM shares in Q2 2026, an estimated $62.2K.
IBM made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #280 holding.
GoalVest Advisory first reported a position in IBM in Q1 2022 and has held it in 15 quarters since.
GoalVest Advisory's IBM position peaked at $102K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.