N.E.W. Advisory Services’s IBM IBM Stock Holding History

N.E.W. Advisory Services’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	$4.28M	Buy	17,666 +295	+2%	+$79.8K	0.32%	49
2025 Q4	$5.15M	Buy	17,371 +1	+0%	+$299	0.38%	42
2025 Q3	$4.9M	Sell	17,370 -25	-0.1%	-$6.54K	0.44%	31
2025 Q2	$5.13M	Sell	17,395 -427	-2%	-$110K	0.5%	28
2025 Q1	$4.43M	Buy	17,822 +513	+3%	+$125K	0.34%	46
2024 Q4	$3.81M	Sell	17,309 -121	-0.7%	-$26.9K	0.36%	47
2024 Q3	$3.85M	Sell	17,430 -967	-5%	-$190K	0.38%	42
2024 Q2	$3.18M	Sell	18,397 -17	-0.1%	-$2.95K	0.34%	45
2024 Q1	$3.52M	Buy	18,414 +899	+5%	+$164K	0.39%	38
2023 Q4	$2.86M	Sell	17,515 -1,150	-6%	-$174K	0.35%	45
2023 Q3	$2.62M	Buy	18,665 +297	+2%	+$42.3K	0.37%	43
2023 Q2	$2.46M	Sell	18,368 -698	-4%	-$90.1K	0.34%	37
2023 Q1	$2.5M	Buy	19,066 +1,509	+9%	+$202K	0.36%	37
2022 Q4	$2.47M	Buy	17,557 +863	+5%	+$119K	0.39%	35
2022 Q3	$1.98M	Buy	16,694 +5,761	+53%	+$756K	0.36%	36
2022 Q2	$1.54M	Buy	10,933 +2,110	+24%	+$285K	0.27%	39
2022 Q1	$1.18M	Sell	8,823 -2,832	-24%	-$369K	0.22%	47
2021 Q4	$1.56M	Sell	11,655 -113	-1%	-$14.2K	0.24%	43
2021 Q3	$1.56M	Buy	11,768 +1,239	+12%	+$166K	0.25%	38
2021 Q2	$1.48M	Buy	10,529 +1,337	+15%	+$183K	0.25%	42
2021 Q1	$1.17M	Buy	9,192 +5,164	+128%	+$618K	0.22%	48
2020 Q4	$485K	Buy	+4,028	New	+$466K	0.1%	89

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

N.E.W. Advisory Services's IBM Position: Q1 2026 in Review

N.E.W. Advisory Services increased its IBM (IBM) stake by 1.7% in Q1 2026, buying an estimated $79.8K and bringing the position to 17,666 shares worth $4.28M. The position accounts for 0.32% of the portfolio, ranked #49.

N.E.W. Advisory Services first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.15M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

N.E.W. Advisory Services held 17,666 shares of IBM worth $4.28M as of Q1 2026.
N.E.W. Advisory Services bought 295 IBM shares in Q1 2026, an estimated $79.8K.
IBM made up 0.32% of N.E.W. Advisory Services's portfolio in Q1 2026, its #49 holding.
N.E.W. Advisory Services first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
N.E.W. Advisory Services's IBM position peaked at $5.15M in Q4 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.