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Goldstone Financial Group’s IBM IBM Stock Holding History

Goldstone Financial Group’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
Q1 		$735K Sell
3,032
-498
-14% -$135K 0.08% 141
2025
Q4 		$1.05M Buy
3,530
+206
+6% +$61.7K 0.12% 107
2025
Q3 		$938K Buy
3,324
+724
+28% +$190K 0.11% 116
2025
Q2 		$759K Buy
2,600
+194
+8% +$50K 0.1% 122
2025
Q1 		$598K Sell
2,406
-98
-4% -$24K 0.09% 121
2024
Q4 		$551K Buy
2,504
+82
+3% +$18.3K 0.09% 119
2024
Q3 		$535K Buy
2,422
+1,201
+98% +$235K 0.09% 114
2024
Q2 		$211K Buy
1,221
+149
+14% +$25.9K 0.04% 171
2024
Q1 		$205K Buy
+1,072
New +$196K 0.05% 161

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldstone Financial Group's IBM Position: Q1 2026 in Review

Goldstone Financial Group reduced its IBM (IBM) stake by 14% in Q1 2026, selling an estimated $135K and leaving 3,032 shares worth $735K. The position accounts for 0.08% of the portfolio, ranked #141.

Goldstone Financial Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Goldstone Financial Group held 3,032 shares of IBM worth $735K as of Q1 2026.
  • Goldstone Financial Group sold 498 IBM shares in Q1 2026, an estimated $135K.
  • IBM made up 0.08% of Goldstone Financial Group's portfolio in Q1 2026, its #141 holding.
  • Goldstone Financial Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Goldstone Financial Group's IBM position peaked at $1.05M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.