GSWM
IBM icon

Golden State Wealth Management’s IBM IBM Stock Holding History

Golden State Wealth 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 		$483K Buy
1,716
+257
+18% +$64.8K 0.04% 284
2026
Q1 		$354K Sell
1,459
-69
-5% -$18.7K 0.04% 304
2025
Q4 		$453K Sell
1,528
-68
-4% -$20.4K 0.05% 268
2025
Q3 		$450K Buy
1,596
+2
+0.1% +$524 0.05% 257
2025
Q2 		$470K Buy
1,594
+83
+5% +$21.4K 0.06% 247
2025
Q1 		$376K Sell
1,511
-171
-10% -$41.8K 0.06% 255
2024
Q4 		$370K Buy
+1,682
New +$375K 0.06% 241
2021
Q3 		– Sell
-1,468
Closed -$206K – 316
2021
Q2 		$206K Buy
+1,468
New +$201K 0.05% 285
2021
Q1 		– Sell
-2,113
Closed -$254K – 218
2020
Q4 		$254K Sell
2,113
-758
-26% -$87.6K 0.07% 202
2020
Q3 		$334K Sell
2,871
-234
-8% -$27.6K 0.11% 131
2020
Q2 		$358K Buy
3,105
+991
+47% +$115K 0.11% 116
2020
Q1 		$224K Buy
2,114
+406
+24% +$51.3K 0.1% 143
2019
Q4 		$219K Sell
1,708
-2,057
-55% -$267K 0.04% 52
2019
Q3 		$523K Buy
3,765
+341
+10% +$46K 0.17% 106
2019
Q2 		$451K Sell
3,424
-31
-0.9% -$4.07K 0.14% 127
2019
Q1 		$466K Buy
+3,455
New +$440K 0.16% 122

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Golden State Wealth Management's IBM Position: Q2 2026 in Review

Golden State Wealth Management increased its IBM (IBM) stake by 18% in Q2 2026, buying an estimated $64.8K and bringing the position to 1,716 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #284.

Golden State Wealth Management first reported a position in IBM in Q1 2019 and has held it in 16 quarters since. The position peaked at $523K in Q3 2019. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Golden State Wealth Management held 1,716 shares of IBM worth $483K as of Q2 2026.
  • Golden State Wealth Management bought 257 IBM shares in Q2 2026, an estimated $64.8K.
  • IBM made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Golden State Wealth Management first reported a position in IBM in Q1 2019 and has held it in 16 quarters since.
  • Golden State Wealth Management's IBM position peaked at $523K in Q3 2019.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.