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New England Asset Management’s IBM IBM Stock Holding History

New England Asset Management’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 		$3.5M Hold
14,460
– – 0.45% 64
2025
Q4 		$4.28M Hold
14,460
– – 0.56% 55
2025
Q3 		$4.08M Sell
14,460
-1,670
-10% -$437K 0.53% 57
2025
Q2 		$4.75M Sell
16,130
-4,155
-20% -$1.07M 0.74% 48
2025
Q1 		$5.04M Sell
20,285
-2,370
-10% -$580K 0.82% 47
2024
Q4 		$4.98M Sell
22,655
-10,520
-32% -$2.34M 0.85% 43
2024
Q3 		$7.33M Buy
33,175
+975
+3% +$191K 1.14% 31
2024
Q2 		$5.57M Sell
32,200
-710
-2% -$123K 0.92% 38
2024
Q1 		$6.28M Buy
32,910
+2,135
+7% +$389K 0.97% 34
2023
Q4 		$5.03M Sell
30,775
-3,950
-11% -$597K 0.81% 45
2023
Q3 		$4.87M Sell
34,725
-650
-2% -$92.5K 0.8% 44
2023
Q2 		$4.73M Hold
35,375
– – 0.69% 51
2023
Q1 		$4.64M Sell
35,375
-1,430
-4% -$191K 0.69% 51
2022
Q4 		$5.19M Hold
36,805
– – 0.1% 47
2022
Q3 		$4.37M Buy
36,805
+3,125
+9% +$410K 0.07% 52
2022
Q2 		$4.76M Buy
33,680
+2,100
+7% +$283K 0.08% 50
2022
Q1 		$4.11M Buy
31,580
+500
+2% +$65.2K 0.07% 59
2021
Q4 		$4.15M Buy
31,080
+1,813
+6% +$227K 0.06% 53
2021
Q3 		$3.89M Buy
29,267
+1,046
+4% +$140K 0.07% 53
2021
Q2 		$3.96M Buy
28,221
+994
+4% +$136K 0.07% 53
2021
Q1 		$3.47M Buy
27,227
+575
+2% +$68.8K 0.07% 58
2020
Q4 		$3.21M Buy
26,652
+680
+3% +$78.6K 0.07% 59
2020
Q3 		$3.02M Sell
25,972
-942
-4% -$111K 0.07% 60
2020
Q2 		$3.11M Sell
26,914
-2,301
-8% -$267K 0.08% 50
2020
Q1 		$3.1M Buy
29,215
+1,988
+7% +$251K 0.07% 49
2019
Q4 		$3.49M Sell
27,227
-628
-2% -$81.6K 0.06% 53
2019
Q3 		$3.87M Buy
27,855
+1,203
+5% +$162K 0.07% 49
2019
Q2 		$3.51M Sell
26,652
-209
-0.8% -$27.5K 0.07% 51
2019
Q1 		$3.62M Buy
26,861
+1,077
+4% +$137K 0.07% 51
2018
Q4 		$2.8M Buy
25,784
+837
+3% +$100K 0.06% 56
2018
Q3 		$3.61M Sell
24,947
-52
-0.2% -$7.27K 0.06% 49
2018
Q2 		$3.34M Buy
24,999
+2,719
+12% +$379K 0.06% 48
2018
Q1 		$3.27M Buy
22,280
+1,778
+9% +$269K 0.06% 43
2017
Q4 		$3.01M Buy
20,502
+105
+0.5% +$15.3K 0.06% 50
2017
Q3 		$2.83M Hold
20,397
– – 0.06% 55
2017
Q2 		$3M Sell
20,397
-523
-3% -$78.8K 0.1% 41
2017
Q1 		$3.48M Buy
20,920
+2,929
+16% +$491K 0.06% 35
2016
Q4 		$2.85M Hold
17,991
– – 0.08% 39
2016
Q3 		$2.73M Buy
17,991
+16,840
+1,463% +$2.56M 0.1% 42
2016
Q2 		$167K Hold
1,151
– – 0.01% 124
2016
Q1 		$167K Hold
1,151
– – 0.01% 124
2015
Q4 		$151K Hold
1,151
– – ﹤0.01% 130
2015
Q3 		$159K Hold
1,151
– – ﹤0.01% 119
2015
Q2 		$179K Hold
1,151
– – ﹤0.01% 118
2015
Q1 		$177K Buy
+1,151
New +$175K ﹤0.01% 129
2014
Q1 		– Sell
-14,801
Closed -$2.65M – 128
2013
Q4 		$2.65M Sell
14,801
-157
-1% -$27.1K 0.07% 79
2013
Q3 		$2.65M Buy
14,958
+419
+3% +$76.2K 0.08% 73
2013
Q2 		$2.66M Buy
+14,539
New +$2.83M 0.08% 69

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 England Asset Management's IBM Position: Q1 2026 in Review

New England Asset Management held its IBM (IBM) position steady in Q1 2026 at 14,460 shares worth $3.5M. The position accounts for 0.45% of the portfolio, ranked #64.

New England Asset Management first reported a position in IBM in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.33M in Q3 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • New England Asset Management held 14,460 shares of IBM worth $3.5M as of Q1 2026.
  • New England Asset Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.45% of New England Asset Management's portfolio in Q1 2026, its #64 holding.
  • New England Asset Management first reported a position in IBM in Q2 2013 and has held it in 48 quarters since.
  • New England Asset Management's IBM position peaked at $7.33M in Q3 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.