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 Q3	$5.39M	Buy	24,520 +6,062	+33%	+$1.44M	0.24%	89
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

New Age Alpha Advisors's IBM Position: Q3 2026 in Review

New Age Alpha Advisors increased its IBM (IBM) stake by 33% in Q3 2026, buying an estimated $1.44M and bringing the position to 24,520 shares worth $5.39M. The position accounts for 0.24% of the portfolio, ranked #89.

New Age Alpha Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.83M in Q4 2024. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

New Age Alpha Advisors held 24,520 shares of IBM worth $5.39M as of Q3 2026.
New Age Alpha Advisors bought 6,062 IBM shares in Q3 2026, an estimated $1.44M.
IBM made up 0.24% of New Age Alpha Advisors's portfolio in Q3 2026, its #89 holding.
New Age Alpha Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's IBM position peaked at $7.83M in Q4 2024.
3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.