GWCM
IBM icon

Godshalk Welsh Capital Management’s IBM IBM Stock Holding History

Godshalk Welsh Capital 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 		$281K Hold
1,000
– – 0.15% 120
2026
Q1 		$242K Hold
1,000
– – 0.14% 119
2025
Q4 		$296K Hold
1,000
– – 0.17% 111
2025
Q3 		$282K Hold
1,000
– – 0.16% 110
2025
Q2 		$295K Hold
1,000
– – 0.18% 107
2025
Q1 		$249K Hold
1,000
– – 0.16% 110
2024
Q4 		$220K Hold
1,000
– – 0.14% 113
2024
Q3 		$221K Buy
+1,000
New +$196K 0.14% 118
2018
Q4 		– Sell
-1,778
Closed -$257K – 106
2018
Q3 		$257K Sell
1,778
-314
-15% -$43.9K 0.25% 94
2018
Q2 		$279K Sell
2,092
-1,177
-36% -$164K 0.29% 91
2018
Q1 		$479K Buy
3,269
+236
+8% +$35.7K 0.52% 73
2017
Q4 		$445K Sell
3,033
-2,563
-46% -$373K 0.45% 79
2017
Q3 		$776K Sell
5,596
-105
-2% -$14.6K 0.78% 51
2017
Q2 		$838K Buy
5,701
+53
+0.9% +$7.99K 0.83% 45
2017
Q1 		$940K Hold
5,648
– – 0.92% 40
2016
Q4 		$896K Sell
5,648
-105
-2% -$16K 0.92% 40
2016
Q3 		$874K Buy
5,753
+209
+4% +$31.7K 0.9% 41
2016
Q2 		$804K Buy
5,544
+706
+15% +$101K 0.85% 42
2016
Q1 		$700K Buy
4,838
+53
+1% +$6.77K 0.73% 52
2015
Q4 		$630K Sell
4,785
-576
-11% -$77.4K 0.66% 57
2015
Q3 		$743K Sell
5,361
-104
-2% -$15.4K 0.81% 45
2015
Q2 		$850K Sell
5,465
-848
-13% -$136K 0.86% 40
2015
Q1 		$969K Sell
6,313
-2,693
-30% -$408K 0.99% 33
2014
Q4 		$1.38M Buy
+9,006
New +$1.43M 1.26% 17

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

Godshalk Welsh Capital Management's IBM Position: Q2 2026 in Review

Godshalk Welsh Capital Management held its IBM (IBM) position steady in Q2 2026 at 1,000 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #120.

Godshalk Welsh Capital Management first reported a position in IBM in Q4 2014 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2014. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Godshalk Welsh Capital Management held 1,000 shares of IBM worth $281K as of Q2 2026.
  • Godshalk Welsh Capital Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.15% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #120 holding.
  • Godshalk Welsh Capital Management first reported a position in IBM in Q4 2014 and has held it in 24 quarters since.
  • Godshalk Welsh Capital Management's IBM position peaked at $1.38M in Q4 2014.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.