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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
Q2 		$202K Buy
+720
New +$181K 0.12% 71
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Good Steward Wealth Advisors's IBM Position: Q2 2026 in Review

Good Steward Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 720 shares worth $202K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings. This is a return to the name: Good Steward Wealth Advisors previously reported a position in IBM as recently as Q4 2025.

Good Steward Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $371K in Q1 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Good Steward Wealth Advisors held 720 shares of IBM worth $202K as of Q2 2026.
  • IBM was a new Good Steward Wealth Advisors position in Q2 2026.
  • IBM made up 0.12% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Good Steward Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Good Steward Wealth Advisors's IBM position peaked at $371K in Q1 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.