NAAA
IBM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Age Alpha Advisors's IBM Position: Q1 2026 in Review

New Age Alpha Advisors increased its IBM (IBM) stake by 13% in Q1 2026, buying an estimated $679K and bringing the position to 21,428 shares worth $5.19M. The position accounts for 0.24% of the portfolio, ranked #115.

New Age Alpha Advisors first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.83M in Q4 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • New Age Alpha Advisors held 21,428 shares of IBM worth $5.19M as of Q1 2026.
  • New Age Alpha Advisors bought 2,509 IBM shares in Q1 2026, an estimated $679K.
  • IBM made up 0.24% of New Age Alpha Advisors's portfolio in Q1 2026, its #115 holding.
  • New Age Alpha Advisors first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
  • New Age Alpha Advisors's IBM position peaked at $7.83M in Q4 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.