JGC
IBM icon

J. Goldman & Co’s IBM IBM Stock Holding History

J. Goldman & Co’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 		– Sell
-72,480
Closed -$19.6M – 764
2025
Q4 		$21.5M Buy
72,480
+66,895
+1,198% +$20M 0.57% 42
2025
Q3 		$1.58M Buy
+5,585
New +$1.46M 0.04% 296
2025
Q1 		– Sell
-11,778
Closed -$2.59M – 546
2024
Q4 		$2.59M Buy
11,778
+6,991
+146% +$1.56M 0.07% 249
2024
Q3 		$1.06M Sell
4,787
-5,305
-53% -$1.04M 0.03% 291
2024
Q2 		$1.75M Sell
10,092
-35,710
-78% -$6.2M 0.05% 259
2024
Q1 		$8.75M Buy
+45,802
New +$8.36M 0.28% 110
2022
Q1 		– Sell
-23,396
Closed -$3.13M – 399
2021
Q4 		$3.13M Sell
23,396
-272,541
-92% -$34.2M 0.17% 155
2021
Q3 		$39.3M Buy
+295,937
New +$39.6M 1.97% 4
2020
Q3 		– Sell
-109,134
Closed -$12.6M – 349
2020
Q2 		$12.6M Buy
+109,134
New +$12.7M 0.78% 37
2018
Q4 		– Sell
-37,798
Closed -$5.46M – 270
2018
Q3 		$5.46M Buy
+37,798
New +$5.28M 0.38% 87
2018
Q2 		– Sell
-119,514
Closed -$17.5M – 395
2018
Q1 		$17.5M Buy
119,514
+34,198
+40% +$5.17M 0.75% 25
2017
Q4 		$12.5M Buy
+85,316
New +$12.4M 0.66% 43
2014
Q2 		– Sell
-10,460
Closed -$1.93M – 274
2014
Q1 		$1.93M Buy
+10,460
New +$1.84M 0.14% 176
2013
Q3 		– Sell
-47,070
Closed -$8.6M – 279
2013
Q2 		$8.6M Buy
+47,070
New +$9.17M 0.88% 25

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

J. Goldman & Co's IBM Position: Q1 2026 in Review

J. Goldman & Co sold out of IBM (IBM) in Q1 2026, closing a stake of 72,480 shares — an estimated $19.6M sold.

J. Goldman & Co first reported a position in IBM in Q2 2013 and held it in 14 quarters. The position peaked at $39.3M in Q3 2021. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • J. Goldman & Co reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • J. Goldman & Co sold 72,480 IBM shares in Q1 2026, an estimated $19.6M.
  • J. Goldman & Co first reported a position in IBM in Q2 2013 and held it in 14 quarters.
  • J. Goldman & Co's IBM position peaked at $39.3M in Q3 2021.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.