Good Life Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
10,507
+966
| +10% | +$249K | 0.19% | 98 |
|
|
2025
Q1 | $2.37M | Sell |
9,541
-234
| -2% | -$57.2K | 0.17% | 112 |
|
|
2024
Q4 | $2.15M | Sell |
9,775
-10,419
| -52% | -$2.32M | 0.16% | 124 |
|
|
2024
Q3 | $4.46M | Buy |
20,194
+10,304
| +104% | +$2.02M | 0.27% | 77 |
|
|
2024
Q2 | $1.71M | Sell |
9,890
-223
| -2% | -$38.7K | 0.14% | 132 |
|
|
2024
Q1 | $1.93M | Sell |
10,113
-142
| -1% | -$25.9K | 0.17% | 108 |
|
|
2023
Q4 | $1.68M | Sell |
10,255
-394
| -4% | -$59.5K | 0.17% | 117 |
|
|
2023
Q3 | $1.49M | Buy |
10,649
+2,549
| +31% | +$363K | 0.17% | 115 |
|
|
2023
Q2 | $1.08M | Buy |
8,100
+403
| +5% | +$52K | 0.12% | 140 |
|
|
2023
Q1 | $1.01M | Sell |
7,697
-1,237
| -14% | -$165K | 0.13% | 134 |
|
|
2022
Q4 | $1.26M | Buy |
8,934
+86
| +1% | +$11.9K | 0.17% | 116 |
|
|
2022
Q3 | $1.05M | Buy |
8,848
+785
| +10% | +$103K | 0.16% | 117 |
|
|
2022
Q2 | $1.14M | Buy |
8,063
+854
| +12% | +$115K | 0.16% | 118 |
|
|
2022
Q1 | $937K | Sell |
7,209
-35
| -0.5% | -$4.56K | 0.12% | 134 |
|
|
2021
Q4 | $968K | Buy |
7,244
+42
| +0.6% | +$5.27K | 0.12% | 136 |
|
|
2021
Q3 | $957K | Buy |
7,202
+526
| +8% | +$70.3K | 0.13% | 131 |
|
|
2021
Q2 | $935K | Sell |
6,676
-584
| -8% | -$79.9K | 0.18% | 98 |
|
|
2021
Q1 | $924K | Sell |
7,260
-92
| -1% | -$11K | 0.19% | 100 |
|
|
2020
Q4 | $887K | Buy |
7,352
+423
| +6% | +$48.9K | 0.21% | 87 |
|
|
2020
Q3 | $804K | Buy |
6,929
+105
| +2% | +$12.4K | 0.22% | 88 |
|
|
2020
Q2 | $787K | Buy |
6,824
+506
| +8% | +$58.8K | 0.24% | 81 |
|
|
2020
Q1 | $668K | Sell |
6,318
-70
| -1% | -$8.85K | 0.24% | 86 |
|
|
2019
Q4 | $822K | Sell |
6,388
-49
| -0.8% | -$6.37K | 0.23% | 80 |
|
|
2019
Q3 | $895K | Buy |
6,437
+359
| +6% | +$48.4K | 0.28% | 66 |
|
|
2019
Q2 | $805K | Buy |
6,078
+230
| +4% | +$30.2K | 0.23% | 76 |
|
|
2019
Q1 | $792K | Sell |
5,848
-2,338
| -29% | -$298K | 0.24% | 76 |
|
|
2018
Q4 | $890K | Buy |
8,186
+200
| +3% | +$24K | 0.29% | 65 |
|
|
2018
Q3 | $1.16M | Buy |
7,986
+361
| +5% | +$50.4K | 0.33% | 56 |
|
|
2018
Q2 | $1.02M | Buy |
7,625
+282
| +4% | +$39.3K | 0.33% | 55 |
|
|
2018
Q1 | $1.05M | Sell |
7,343
-184
| -2% | -$27.8K | 0.36% | 48 |
|
|
2017
Q4 | $1.18M | Buy |
7,527
+3,123
| +71% | +$454K | 0.37% | 49 |
|
|
2017
Q3 | $618K | Buy |
4,404
+1,315
| +43% | +$183K | 0.23% | 71 |
|
|
2017
Q2 | $454K | Buy |
3,089
+18
| +0.6% | +$2.71K | 0.2% | 88 |
|
|
2017
Q1 | $507K | Buy |
3,071
+1,703
| +124% | +$286K | 0.24% | 73 |
|
|
2016
Q4 | $220K | Buy |
+1,368
| New | +$208K | 0.13% | 134 |
|
Other funds holding IBM
Good Life Advisors's IBM Position: Q2 2025 in Review
Good Life Advisors increased its IBM (IBM) stake by 10% in Q2 2025, buying an estimated $249K and bringing the position to 10,507 shares worth $3.1M. The position accounts for 0.19% of the portfolio, ranked #98.
Good Life Advisors first reported a position in IBM in Q4 2016 and has held it in 35 quarters since. The position peaked at $4.46M in Q3 2024. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.
- Good Life Advisors held 10,507 shares of IBM worth $3.1M as of Q2 2025.
- Good Life Advisors bought 966 IBM shares in Q2 2025, an estimated $249K.
- IBM made up 0.19% of Good Life Advisors's portfolio in Q2 2025, its #98 holding.
- Good Life Advisors first reported a position in IBM in Q4 2016 and has held it in 35 quarters since.
- Good Life Advisors's IBM position peaked at $4.46M in Q3 2024.
- 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.
Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.