Gould Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $485K | Buy |
1,724
+31
| +2% | +$7.81K | 0.08% | 116 |
|
|
2026
Q1 | $410K | Buy |
1,693
+7
| +0.4% | +$1.89K | 0.07% | 122 |
|
|
2025
Q4 | $499K | Buy |
1,686
+313
| +23% | +$93.7K | 0.09% | 111 |
|
|
2025
Q3 | $387K | Hold |
1,373
| – | – | 0.07% | 125 |
|
|
2025
Q2 | $405K | Buy |
1,373
+145
| +12% | +$37.4K | 0.08% | 114 |
|
|
2025
Q1 | $305K | Buy |
1,228
+100
| +9% | +$24.5K | 0.06% | 130 |
|
|
2024
Q4 | $248K | Buy |
1,128
+169
| +18% | +$37.6K | 0.05% | 140 |
|
|
2024
Q3 | $212K | Buy |
+959
| New | +$188K | 0.05% | 153 |
|
|
2021
Q2 | – | Sell |
-2,510
| Closed | -$320K | – | 154 |
|
|
2021
Q1 | $320K | Buy |
+2,510
| New | +$300K | 0.1% | 103 |
|
|
2020
Q1 | – | Sell |
-1,883
| Closed | -$241K | – | 136 |
|
|
2019
Q4 | $241K | Hold |
1,883
| – | – | 0.08% | 126 |
|
|
2019
Q3 | $262K | Sell |
1,883
-523
| -22% | -$70.5K | 0.09% | 113 |
|
|
2019
Q2 | $317K | Buy |
+2,406
| New | +$316K | 0.11% | 99 |
|
|
2018
Q4 | – | Sell |
-1,674
| Closed | -$242K | – | 140 |
|
|
2018
Q3 | $242K | Hold |
1,674
| – | – | 0.1% | 119 |
|
|
2018
Q2 | $224K | Sell |
1,674
-73
| -4% | -$10.2K | 0.1% | 122 |
|
|
2018
Q1 | $256K | Buy |
+1,747
| New | +$264K | 0.11% | 111 |
|
|
2017
Q4 | – | Sell |
-2,092
| Closed | -$290K | – | 142 |
|
|
2017
Q3 | $290K | Buy |
2,092
+314
| +18% | +$43.7K | 0.13% | 94 |
|
|
2017
Q2 | $262K | Buy |
+1,778
| New | +$268K | 0.13% | 95 |
|
|
2016
Q4 | – | Sell |
-3,666
| Closed | -$557K | – | 115 |
|
|
2016
Q3 | $557K | Buy |
3,666
+104
| +3% | +$15.8K | 0.3% | 46 |
|
|
2016
Q2 | $517K | Buy |
3,562
+523
| +17% | +$74.9K | 0.28% | 50 |
|
|
2016
Q1 | $440K | Buy |
3,039
+502
| +20% | +$64.1K | 0.24% | 55 |
|
|
2015
Q4 | $334K | Sell |
2,537
-444
| -15% | -$59.7K | 0.18% | 69 |
|
|
2015
Q3 | $413K | Hold |
2,981
| – | – | 0.23% | 62 |
|
|
2015
Q2 | $464K | Hold |
2,981
| – | – | 0.24% | 62 |
|
|
2015
Q1 | $457K | Sell |
2,981
-16
| -0.5% | -$2.43K | 0.22% | 60 |
|
|
2014
Q4 | $460K | Buy |
2,997
+963
| +47% | +$153K | 0.23% | 55 |
|
|
2014
Q3 | $369K | Buy |
2,034
+543
| +36% | +$98.9K | 0.18% | 61 |
|
|
2014
Q2 | $258K | Buy |
+1,491
| New | +$268K | 0.12% | 86 |
|
Other funds holding IBM
Gould Asset Management's IBM Position: Q2 2026 in Review
Gould Asset Management increased its IBM (IBM) stake by 1.8% in Q2 2026, buying an estimated $7.81K and bringing the position to 1,724 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #116.
Gould Asset Management first reported a position in IBM in Q2 2014 and has held it in 27 quarters since. The position peaked at $557K in Q3 2016. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Gould Asset Management held 1,724 shares of IBM worth $485K as of Q2 2026.
- Gould Asset Management bought 31 IBM shares in Q2 2026, an estimated $7.81K.
- IBM made up 0.08% of Gould Asset Management's portfolio in Q2 2026, its #116 holding.
- Gould Asset Management first reported a position in IBM in Q2 2014 and has held it in 27 quarters since.
- Gould Asset Management's IBM position peaked at $557K in Q3 2016.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.