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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
Q2 		– Sell
-11
Closed -$2.67K – 107
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
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 $3.38T AUM 44.17% 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

Goodman Advisory Group's IBM Position: Q2 2026 in Review

Goodman Advisory Group sold out of IBM (IBM) in Q2 2026, closing a stake of 11 shares — an estimated $2.67K sold.

Goodman Advisory Group first reported a position in IBM in Q3 2024 and held it in 6 quarters. The position peaked at $5.75K in Q3 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Goodman Advisory Group reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 11 IBM shares in Q2 2026, an estimated $2.67K.
  • Goodman Advisory Group first reported a position in IBM in Q3 2024 and held it in 6 quarters.
  • Goodman Advisory Group's IBM position peaked at $5.75K in Q3 2024.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.