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Goodman Financial’s IBM IBM Stock Holding History

Goodman Financial’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 		$14M Buy
49,652
+2,118
+4% +$534K 2.16% 21
2026
Q1 		$11.5M Buy
47,534
+18,247
+62% +$4.94M 1.98% 24
2025
Q4 		$8.68M Buy
+29,287
New +$8.77M 1.64% 28
2014
Q1 		– Sell
-26,409
Closed -$4.74M – 43
2013
Q4 		$4.74M Sell
26,409
-285
-1% -$49.1K 3.01% 12
2013
Q3 		$4.73M Buy
26,694
+790
+3% +$144K 3.29% 7
2013
Q2 		$4.73M Buy
+25,904
New +$5.04M 3.58% 4

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

Goodman Financial's IBM Position: Q2 2026 in Review

Goodman Financial increased its IBM (IBM) stake by 4.5% in Q2 2026, buying an estimated $534K and bringing the position to 49,652 shares worth $14M. The position accounts for 2.16% of the portfolio, ranked #21.

Goodman Financial first reported a position in IBM in Q2 2013 and has held it in 6 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Goodman Financial held 49,652 shares of IBM worth $14M as of Q2 2026.
  • Goodman Financial bought 2,118 IBM shares in Q2 2026, an estimated $534K.
  • IBM made up 2.16% of Goodman Financial's portfolio in Q2 2026, its #21 holding.
  • Goodman Financial first reported a position in IBM in Q2 2013 and has held it in 6 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.