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	$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 $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.