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
2022 Q1	–	Sell	-412,500	Closed	-$55.1M	–	398
2021 Q4	$55.1M	Sell	412,500 -116,881	-22%	-$14.7M	3.04%	2
2021 Q3	$70.3M	Buy	+529,381	New	+$70.8M	3.52%	3

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

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.