Goodman Advisory Group’s IBM IBM Stock Holding History

Goodman Advisory 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	$2.67K	Hold	11	–	–	﹤0.01%	167
2025 Q4	$3.26K	Hold	11	–	–	﹤0.01%	166
2025 Q3	$3.1K	Buy	11 +7	+175%	+$1.83K	﹤0.01%	165
2025 Q2	$1.18K	Hold	4	–	–	﹤0.01%	138
2025 Q1	$995	Buy	+4	New	+$978	﹤0.01%	172
2024 Q4	–	Sell	-26	Closed	-$5.75K	–	105
2024 Q3	$5.75K	Buy	+26	New	+$5.1K	﹤0.01%	164

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goodman Advisory Group's IBM Position: Q1 2026 in Review

Goodman Advisory Group held its IBM (IBM) position steady in Q1 2026 at 11 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Goodman Advisory Group first reported a position in IBM in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.75K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Goodman Advisory Group held 11 shares of IBM worth $2.67K as of Q1 2026.
Goodman Advisory Group left its IBM share count unchanged in Q1 2026.
IBM made up ﹤0.01% of Goodman Advisory Group's portfolio in Q1 2026, its #167 holding.
Goodman Advisory Group first reported a position in IBM in Q3 2024 and has held it in 6 quarters since.
Goodman Advisory Group's IBM position peaked at $5.75K in Q3 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.