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	–	Sell	-3,500	Closed	-$848K	–	803
2026 Q1	$848K	Buy	+3,500	New	+$947K	0.02%	447
2021 Q4	–	Sell	-62,760	Closed	-$8.34M	–	388
2021 Q3	$8.34M	Buy	+62,760	New	+$8.39M	0.42%	65
2016 Q4	–	Sell	-83,680	Closed	-$12.7M	–	333
2016 Q3	$12.7M	Sell	83,680 -99,370	-54%	-$15.1M	0.72%	29
2016 Q2	$26.6M	Buy	183,050 +98,324	+116%	+$14.1M	1.39%	10
2016 Q1	$12.3M	Buy	+84,726	New	+$10.8M	0.76%	31
2014 Q2	–	Sell	-236,396	Closed	-$43.5M	–	275
2014 Q1	$43.5M	Buy	+236,396	New	+$41.6M	3.21%	3
2013 Q3	–	Sell	-52,300	Closed	-$9.55M	–	280
2013 Q2	$9.55M	Buy	+52,300	New	+$10.2M	0.98%	22

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.