Gould Capital’s IBM IBM Stock Holding History

Gould Capital’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	$121K	Hold	500	–	–	0.07%	60
2025 Q4	$148K	Hold	500	–	–	0.09%	54
2025 Q3	$141K	Hold	500	–	–	0.09%	56
2025 Q2	$147K	Hold	500	–	–	0.1%	55
2025 Q1	$124K	Hold	500	–	–	0.09%	55
2024 Q4	$110K	Sell	500 -221	-31%	-$49.2K	0.08%	60
2024 Q3	$159K	Buy	721 +101	+16%	+$19.8K	0.1%	54
2024 Q2	$107K	Hold	620	–	–	0.08%	60
2024 Q1	$118K	Hold	620	–	–	0.08%	57
2023 Q4	$101K	Hold	620	–	–	0.07%	63
2023 Q3	$87.3K	Sell	620 -70	-10%	-$9.96K	0.07%	59
2023 Q2	$92.3K	Hold	690	–	–	0.07%	60
2023 Q1	$90.5K	Hold	690	–	–	0.07%	60
2022 Q4	$97.2K	Buy	690 +50	+8%	+$6.9K	0.08%	62
2022 Q3	$76K	Hold	640	–	–	0.07%	60
2022 Q2	$90K	Hold	640	–	–	0.07%	57
2022 Q1	$83K	Sell	640 -109	-15%	-$14.2K	0.06%	64
2021 Q4	$100K	Buy	+749	New	+$93.9K	0.07%	64

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

Gould Capital's IBM Position: Q1 2026 in Review

Gould Capital held its IBM (IBM) position steady in Q1 2026 at 500 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #60.

Gould Capital first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $159K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Gould Capital held 500 shares of IBM worth $121K as of Q1 2026.
Gould Capital left its IBM share count unchanged in Q1 2026.
IBM made up 0.07% of Gould Capital's portfolio in Q1 2026, its #60 holding.
Gould Capital first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Gould Capital's IBM position peaked at $159K in Q3 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.