New Covenant Trust Company’s IBM IBM Stock Holding History

New Covenant Trust Company’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	$283K	Buy	1,285 +172	+15%	+$40.8K	0.2%	86
2026 Q2	$313K	Buy	1,113 +83	+8%	+$20.9K	0.24%	71
2026 Q1	$250K	Buy	1,030 +125	+14%	+$33.8K	0.22%	79
2025 Q4	$264K	Buy	905 +33	+4%	+$9.88K	0.24%	71
2025 Q3	$246K	Buy	872 +50	+6%	+$13.1K	0.23%	70
2025 Q2	$238K	Buy	+822	New	+$212K	0.21%	73
2024 Q2	–	Sell	-657	Closed	-$125K	–	236
2024 Q1	$125K	Buy	+657	New	+$120K	0.13%	107

Other funds holding IBM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

New Covenant Trust Company's IBM Position: Q3 2026 in Review

New Covenant Trust Company increased its IBM (IBM) stake by 15% in Q3 2026, buying an estimated $40.8K and bringing the position to 1,285 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #86.

New Covenant Trust Company first reported a position in IBM in Q1 2024 and has held it in 7 quarters since. The position peaked at $313K in Q2 2026. 169 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

New Covenant Trust Company held 1,285 shares of IBM worth $283K as of Q3 2026.
New Covenant Trust Company bought 172 IBM shares in Q3 2026, an estimated $40.8K.
IBM made up 0.2% of New Covenant Trust Company's portfolio in Q3 2026, its #86 holding.
New Covenant Trust Company first reported a position in IBM in Q1 2024 and has held it in 7 quarters since.
New Covenant Trust Company's IBM position peaked at $313K in Q2 2026.
169 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.