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Golden State Equity Partners’s IBM IBM Stock Holding History

Golden State Equity Partners’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 		$130K Sell
462
-27,177
-98% -$6.85M 0.35% 40
2026
Q1 		$6.7M Buy
27,639
+13,150
+91% +$3.56M 0.51% 33
2025
Q4 		$4.29M Sell
14,489
-413
-3% -$124K 0.69% 21
2025
Q3 		$4.2M Buy
14,902
+3,086
+26% +$808K 0.71% 23
2025
Q2 		$3.48M Buy
11,816
+193
+2% +$49.7K 0.64% 27
2025
Q1 		$2.89M Sell
11,623
-236
-2% -$57.7K 0.57% 40
2024
Q4 		$2.61M Sell
11,859
-2,807
-19% -$625K 0.5% 42
2024
Q3 		$3.25M Buy
14,666
+2,937
+25% +$576K 0.51% 37
2024
Q2 		$2.03M Buy
+11,729
New +$2.04M 0.42% 48
2023
Q4 		$2.3M Sell
14,056
-450
-3% -$68K 0.56% 39
2023
Q3 		$2.04M Buy
14,506
+5,861
+68% +$834K 0.57% 42
2023
Q2 		$1.16M Buy
8,645
+4,353
+101% +$562K 0.33% 74
2023
Q1 		$563K Buy
+4,292
New +$574K 0.3% 86
2022
Q1 		$738K Buy
+5,675
New +$740K 0.37% 78
2021
Q4 		– Sell
-3,830
Closed -$509K – 212
2021
Q3 		$509K Sell
3,830
-120
-3% -$16K 0.21% 116
2021
Q2 		$554K Buy
3,950
+972
+33% +$133K 0.21% 115
2021
Q1 		$379K Buy
+2,978
New +$356K 0.22% 104

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

Golden State Equity Partners's IBM Position: Q2 2026 in Review

Golden State Equity Partners reduced its IBM (IBM) stake by 98% in Q2 2026, selling an estimated $6.85M and leaving 462 shares worth $130K. The position accounts for 0.35% of the portfolio, ranked #40.

Golden State Equity Partners first reported a position in IBM in Q1 2021 and has held it in 17 quarters since. The position peaked at $6.7M in Q1 2026. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Golden State Equity Partners held 462 shares of IBM worth $130K as of Q2 2026.
  • Golden State Equity Partners sold 27,177 IBM shares in Q2 2026, an estimated $6.85M.
  • IBM made up 0.35% of Golden State Equity Partners's portfolio in Q2 2026, its #40 holding.
  • Golden State Equity Partners first reported a position in IBM in Q1 2021 and has held it in 17 quarters since.
  • Golden State Equity Partners's IBM position peaked at $6.7M in Q1 2026.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.