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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
Q2 		$1.12M Buy
+4,000
New +$1.01M 0.03% 433
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J. Goldman & Co's IBM Position: Q2 2026 in Review

J. Goldman & Co opened a new position in IBM (IBM) in Q2 2026: 28,245 shares worth $7.94M. The stake represents 0.21% of the portfolio and ranks #133 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in IBM as recently as Q4 2025.

J. Goldman & Co first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. The position peaked at $39.3M in Q3 2021. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • J. Goldman & Co held 28,245 shares of IBM worth $7.94M as of Q2 2026.
  • IBM was a new J. Goldman & Co position in Q2 2026.
  • IBM made up 0.21% of J. Goldman & Co's portfolio in Q2 2026, its #133 holding.
  • J. Goldman & Co first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
  • J. Goldman & Co's IBM position peaked at $39.3M in Q3 2021.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.