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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
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 $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

Goodman Financial's IBM Position: Q1 2026 in Review

Goodman Financial increased its IBM (IBM) stake by 62% in Q1 2026, buying an estimated $4.94M and bringing the position to 47,534 shares worth $11.5M. The position accounts for 1.98% of the portfolio, ranked #24.

Goodman Financial first reported a position in IBM in Q2 2013 and has held it in 5 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Goodman Financial held 47,534 shares of IBM worth $11.5M as of Q1 2026.
  • Goodman Financial bought 18,247 IBM shares in Q1 2026, an estimated $4.94M.
  • IBM made up 1.98% of Goodman Financial's portfolio in Q1 2026, its #24 holding.
  • Goodman Financial first reported a position in IBM in Q2 2013 and has held it in 5 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.