GRR
IBM icon

Golden Reserve Retirement’s IBM IBM Stock Holding History

Golden Reserve Retirement’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 		$520K Buy
1,850
+522
+39% +$132K 0.08% 91
2026
Q1 		$322K Sell
1,328
-2,346
-64% -$635K 0.07% 72
2025
Q4 		$1.09M Buy
+3,674
New +$1.1M 0.2% 25

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Golden Reserve Retirement's IBM Position: Q2 2026 in Review

Golden Reserve Retirement increased its IBM (IBM) stake by 39% in Q2 2026, buying an estimated $132K and bringing the position to 1,850 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #91.

Golden Reserve Retirement first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Golden Reserve Retirement held 1,850 shares of IBM worth $520K as of Q2 2026.
  • Golden Reserve Retirement bought 522 IBM shares in Q2 2026, an estimated $132K.
  • IBM made up 0.08% of Golden Reserve Retirement's portfolio in Q2 2026, its #91 holding.
  • Golden Reserve Retirement first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Golden Reserve Retirement's IBM position peaked at $1.09M in Q4 2025.
  • 2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.