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New Age Alpha Advisors’s IBM IBM Stock Holding History

New Age Alpha Advisors’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 		$5.19M Sell
18,458
-2,970
-14% -$748K 0.22% 103
2026
Q1 		$5.19M Buy
21,428
+2,509
+13% +$679K 0.24% 115
2025
Q4 		$5.6M Buy
18,919
+11,042
+140% +$3.31M 0.24% 106
2025
Q3 		$2.22M Sell
7,877
-141
-2% -$36.9K 0.09% 290
2025
Q2 		$2.36M Buy
+8,018
New +$2.07M 0.1% 286
2025
Q1 		– Sell
-35,603
Closed -$7.83M – 967
2024
Q4 		$7.83M Buy
+35,603
New +$7.93M 0.32% 79

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Age Alpha Advisors's IBM Position: Q2 2026 in Review

New Age Alpha Advisors reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $748K and leaving 18,458 shares worth $5.19M. The position accounts for 0.22% of the portfolio, ranked #103.

New Age Alpha Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.83M in Q4 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • New Age Alpha Advisors held 18,458 shares of IBM worth $5.19M as of Q2 2026.
  • New Age Alpha Advisors sold 2,970 IBM shares in Q2 2026, an estimated $748K.
  • IBM made up 0.22% of New Age Alpha Advisors's portfolio in Q2 2026, its #103 holding.
  • New Age Alpha Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's IBM position peaked at $7.83M in Q4 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.