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Goldstein Advisors’s IBM IBM Stock Holding History

Goldstein Advisors’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 		$577K Buy
2,052
+742
+57% +$187K 0.05% 119
2026
Q1 		$318K Buy
1,310
+1
+0.1% +$271 0.04% 145
2025
Q4 		$388K Sell
1,309
-30
-2% -$8.98K 0.04% 118
2025
Q3 		$378K Sell
1,339
-2
-0.1% -$524 0.05% 117
2025
Q2 		$395K Sell
1,341
-4
-0.3% -$1.03K 0.05% 108
2025
Q1 		$334K Sell
1,345
-587
-30% -$144K 0.05% 126
2024
Q4 		$425K Buy
1,932
+715
+59% +$159K 0.06% 104
2024
Q3 		$269K Buy
1,217
+47
+4% +$9.22K 0.04% 142
2024
Q2 		$202K Sell
1,170
-8
-0.7% -$1.39K 0.03% 156
2024
Q1 		$225K Buy
+1,178
New +$215K 0.04% 144

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Goldstein Advisors's IBM Position: Q2 2026 in Review

Goldstein Advisors increased its IBM (IBM) stake by 57% in Q2 2026, buying an estimated $187K and bringing the position to 2,052 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #119.

Goldstein Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Goldstein Advisors held 2,052 shares of IBM worth $577K as of Q2 2026.
  • Goldstein Advisors bought 742 IBM shares in Q2 2026, an estimated $187K.
  • IBM made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #119 holding.
  • Goldstein Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.