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Matthew Goff Investment Advisor’s IBM IBM Stock Holding History

Matthew Goff Investment Advisor’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
2024
Q1 		– Sell
-11,617
Closed -$1.9M – 96
2023
Q4 		$1.9M Sell
11,617
-118
-1% -$17.8K 0.42% 48
2023
Q3 		$1.65M Sell
11,735
-92
-0.8% -$13.1K 0.4% 47
2023
Q2 		$1.58M Sell
11,827
-413
-3% -$53.3K 0.37% 48
2023
Q1 		$1.6M Sell
12,240
-164
-1% -$21.9K 0.4% 49
2022
Q4 		$1.75M Sell
12,404
-137
-1% -$18.9K 0.46% 44
2022
Q3 		$1.49M Hold
12,541
– – 0.43% 42
2022
Q2 		$1.77M Sell
12,541
-13
-0.1% -$1.75K 0.48% 41
2022
Q1 		$1.63M Sell
12,554
-210
-2% -$27.4K 0.38% 42
2021
Q4 		$1.71M Sell
12,764
-679
-5% -$85.2K 0.39% 43
2021
Q3 		$1.79M Sell
13,443
-228
-2% -$30.5K 0.44% 40
2021
Q2 		$1.92M Buy
13,671
+95
+0.7% +$13K 0.49% 40
2021
Q1 		$1.73M Hold
13,576
– – 0.49% 44
2020
Q4 		$1.63M Sell
13,576
-491
-3% -$56.7K 0.49% 40
2020
Q3 		$1.64M Sell
14,067
-1,088
-7% -$128K 0.52% 39
2020
Q2 		$1.75M Buy
15,155
+16
+0.1% +$1.86K 0.57% 37
2020
Q1 		$1.61M Sell
15,139
-209
-1% -$26.4K 0.68% 32
2019
Q4 		$1.97M Sell
15,348
-139
-0.9% -$18.1K 0.73% 30
2019
Q3 		$2.15M Sell
15,487
-694
-4% -$93.6K 0.89% 30
2019
Q2 		$2.13M Sell
16,181
-81
-0.5% -$10.6K 0.91% 29
2019
Q1 		$2.19M Sell
16,262
-34
-0.2% -$4.33K 1.01% 27
2018
Q4 		$1.77M Sell
16,296
-130
-0.8% -$15.6K 0.9% 29
2018
Q3 		$2.38M Sell
16,426
-3,403
-17% -$476K 0.95% 34
2018
Q2 		$2.65M Sell
19,829
-13,259
-40% -$1.85M 1.04% 34
2018
Q1 		$4.85M Sell
33,088
-65
-0.2% -$9.83K 2.03% 20
2017
Q4 		$4.86M Buy
33,153
+1
+0% +$145 2.09% 19
2017
Q3 		$4.6M Buy
33,152
+336
+1% +$46.8K 1.97% 20
2017
Q2 		$4.83M Sell
32,816
-260
-0.8% -$39.2K 4.33% 8
2017
Q1 		$5.51M Buy
+33,076
New +$5.55M 5.26% 6

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Matthew Goff Investment Advisor's IBM Position: Q1 2024 in Review

Matthew Goff Investment Advisor sold out of IBM (IBM) in Q1 2024, closing a stake of 11,617 shares — an estimated $1.9M sold.

Matthew Goff Investment Advisor first reported a position in IBM in Q1 2017 and held it in 28 quarters. The position peaked at $5.51M in Q1 2017. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Matthew Goff Investment Advisor reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 11,617 IBM shares in Q1 2024, an estimated $1.9M.
  • Matthew Goff Investment Advisor first reported a position in IBM in Q1 2017 and held it in 28 quarters.
  • Matthew Goff Investment Advisor's IBM position peaked at $5.51M in Q1 2017.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2024, filed 11 Apr 2024.