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Good Steward Wealth Advisors’s IBM IBM Stock Holding History

Good Steward Wealth 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
Q1 		– Sell
-929
Closed -$275K – 72
2025
Q4 		$275K Sell
929
-71
-7% -$21.3K 0.18% 57
2025
Q3 		$282K Sell
1,000
-233
-19% -$61K 0.2% 64
2025
Q2 		$363K Sell
1,233
-257
-17% -$66.2K 0.28% 61
2025
Q1 		$371K Buy
+1,490
New +$364K 0.34% 76

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

Good Steward Wealth Advisors's IBM Position: Q1 2026 in Review

Good Steward Wealth Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 929 shares — an estimated $275K sold.

Good Steward Wealth Advisors first reported a position in IBM in Q1 2025 and held it in 4 quarters. The position peaked at $371K in Q1 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Good Steward Wealth Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Good Steward Wealth Advisors sold 929 IBM shares in Q1 2026, an estimated $275K.
  • Good Steward Wealth Advisors first reported a position in IBM in Q1 2025 and held it in 4 quarters.
  • Good Steward Wealth Advisors's IBM position peaked at $371K in Q1 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.