GoalVest Advisory LLC
Position in IBM — International Business Machines Corp
CIK 1839307
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$26,996
-$56,143 QoQ
Shares Held
96
-72.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,561
of 3,616 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GoalVest Advisory LLC holds $68,268 across 5 Information Technology Services names. IBM ranks #1 (39.5% of the industry book) .
All Filings in IBM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,996 | 96 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $83,139 | 343 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $101,600 | 343 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $96,780 | 343 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $101,109 | 343 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $62,910 | 253 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $54,517 | 248 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $54,827 | 248 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $46,350 | 268 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $68,363 | 358 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,355 | 100 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $33,672 | 240 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $80,286 | 600 | Shares | Sole | 2023-07-17 | |
| 2022-06-30 | $5,647 | 40 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $520 | 4 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||