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 Q2	$4.84M	Sell	17,203 -463	-3%	-$117K	0.32%	47
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

N.E.W. Advisory Services's IBM Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its IBM (IBM) stake by 2.6% in Q2 2026, selling an estimated $117K and leaving 17,203 shares worth $4.84M. The position accounts for 0.32% of the portfolio, ranked #47.

N.E.W. Advisory Services first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.15M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

N.E.W. Advisory Services held 17,203 shares of IBM worth $4.84M as of Q2 2026.
N.E.W. Advisory Services sold 463 IBM shares in Q2 2026, an estimated $117K.
IBM made up 0.32% of N.E.W. Advisory Services's portfolio in Q2 2026, its #47 holding.
N.E.W. Advisory Services first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's IBM position peaked at $5.15M in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.