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Goelzer Investment Management’s IBM IBM Stock Holding History

Goelzer Investment 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 		$8.47M Sell
30,103
-228
-0.8% -$57.4K 0.37% 51
2026
Q1 		$7.35M Buy
30,331
+740
+3% +$200K 0.36% 59
2025
Q4 		$8.77M Buy
29,591
+767
+3% +$230K 0.41% 48
2025
Q3 		$8.13M Sell
28,824
-450
-2% -$118K 0.43% 50
2025
Q2 		$8.63M Buy
29,274
+56
+0.2% +$14.4K 0.47% 45
2025
Q1 		$7.27M Sell
29,218
-6,677
-19% -$1.63M 0.42% 53
2024
Q4 		$7.89M Sell
35,895
-674
-2% -$150K 0.46% 46
2024
Q3 		$8.08M Sell
36,569
-388
-1% -$76.1K 0.44% 48
2024
Q2 		$6.39M Sell
36,957
-929
-2% -$161K 0.36% 59
2024
Q1 		$7.23M Sell
37,886
-702
-2% -$128K 0.41% 55
2023
Q4 		$6.31M Buy
38,588
+119
+0.3% +$18K 0.41% 59
2023
Q3 		$5.4M Sell
38,469
-1,267
-3% -$180K 0.38% 61
2023
Q2 		$5.32M Buy
39,736
+404
+1% +$52.1K 0.45% 64
2023
Q1 		$5.16M Buy
39,332
+4,551
+13% +$609K 0.45% 64
2022
Q4 		$4.9M Sell
34,781
-1,025
-3% -$141K 0.42% 74
2022
Q3 		$4.25M Buy
35,806
+582
+2% +$76.4K 0.43% 74
2022
Q2 		$4.97M Buy
35,224
+1,423
+4% +$192K 0.48% 65
2022
Q1 		$4.39M Sell
33,801
-30
-0.1% -$3.91K 0.38% 84
2021
Q4 		$4.52M Sell
33,831
-3,275
-9% -$411K 0.37% 85
2021
Q3 		$4.93M Sell
37,106
-6,723
-15% -$899K 0.43% 74
2021
Q2 		$6.14M Buy
43,829
+1,863
+4% +$255K 0.51% 60
2021
Q1 		$5.35M Sell
41,966
-5,617
-12% -$672K 0.47% 67
2020
Q4 		$5.73M Sell
47,583
-34,303
-42% -$3.96M 0.53% 62
2020
Q3 		$9.53M Buy
81,886
+963
+1% +$113K 0.88% 23
2020
Q2 		$9.34M Buy
80,923
+7,243
+10% +$841K 0.9% 24
2020
Q1 		$7.81M Buy
73,680
+1,875
+3% +$237K 0.89% 23
2019
Q4 		$9.2M Sell
71,805
-3,198
-4% -$416K 0.79% 31
2019
Q3 		$10.4M Buy
75,003
+473
+0.6% +$63.8K 0.95% 25
2019
Q2 		$9.83M Buy
74,530
+334
+0.5% +$43.9K 0.91% 29
2019
Q1 		$10M Buy
74,196
+5,165
+7% +$658K 0.95% 26
2018
Q4 		$7.5M Buy
69,031
+6,170
+10% +$741K 0.96% 28
2018
Q3 		$9.09M Sell
62,861
-386
-0.6% -$53.9K 1.01% 21
2018
Q2 		$8.45M Buy
63,247
+229
+0.4% +$31.9K 0.98% 21
2018
Q1 		$9.24M Sell
63,018
-232
-0.4% -$35.1K 1.11% 15
2017
Q4 		$9.28M Buy
63,250
+632
+1% +$91.9K 1.04% 18
2017
Q3 		$8.69M Sell
62,618
-372
-0.6% -$51.8K 1.02% 23
2017
Q2 		$9.26M Buy
62,990
+509
+0.8% +$76.7K 1.14% 22
2017
Q1 		$10.4M Buy
62,481
+1,307
+2% +$219K 1.3% 16
2016
Q4 		$9.71M Buy
61,174
+20,065
+49% +$3.06M 1.26% 16
2016
Q3 		$6.24M Buy
41,109
+300
+0.7% +$45.5K 0.84% 28
2016
Q2 		$5.92M Buy
40,809
+632
+2% +$90.5K 0.82% 34
2016
Q1 		$5.82M Buy
40,177
+931
+2% +$119K 0.83% 32
2015
Q4 		$5.16M Buy
39,246
+1,160
+3% +$156K 0.75% 40
2015
Q3 		$5.28M Buy
38,086
+9,661
+34% +$1.43M 0.84% 33
2015
Q2 		$4.42M Buy
28,425
+1,467
+5% +$236K 0.67% 56
2015
Q1 		$4.14M Buy
26,958
+20,759
+335% +$3.15M 0.62% 69
2014
Q4 		$951K Hold
6,199
– – 0.14% 144
2014
Q3 		$1.13M Hold
6,199
– – 0.19% 136
2014
Q2 		$1.07M Sell
6,199
-874
-12% -$157K 0.18% 137
2014
Q1 		$1.3M Buy
7,073
+235
+3% +$41.4K 0.23% 130
2013
Q4 		$1.23M Sell
6,838
-13
-0.2% -$2.24K 0.22% 133
2013
Q3 		$1.21M Sell
6,851
-7,688
-53% -$1.4M 0.25% 127
2013
Q2 		$2.66M Buy
+14,539
New +$2.83M 0.28% 126

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Goelzer Investment Management's IBM Position: Q2 2026 in Review

Goelzer Investment Management reduced its IBM (IBM) stake by 0.75% in Q2 2026, selling an estimated $57.4K and leaving 30,103 shares worth $8.47M. The position accounts for 0.37% of the portfolio, ranked #51.

Goelzer Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.4M in Q3 2019. 1,249 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Goelzer Investment Management held 30,103 shares of IBM worth $8.47M as of Q2 2026.
  • Goelzer Investment Management sold 228 IBM shares in Q2 2026, an estimated $57.4K.
  • IBM made up 0.37% of Goelzer Investment Management's portfolio in Q2 2026, its #51 holding.
  • Goelzer Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's IBM position peaked at $10.4M in Q3 2019.
  • 1,249 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.