New England Capital Financial Advisors’s IBM IBM Stock Holding History

New England Capital Financial 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	$76K	Hold	270	–	–	0.02%	105
2026 Q1	$65.5K	Sell	270 -200	-43%	-$54.1K	0.02%	112
2025 Q4	$139K	Hold	470	–	–	0.05%	77
2025 Q3	$133K	Hold	470	–	–	0.06%	75
2025 Q2	$138K	Buy	470 +48	+11%	+$12.4K	0.06%	70
2025 Q1	$105K	Buy	422 +1	+0.2%	+$245	0.05%	77
2024 Q4	$92.6K	Hold	421	–	–	0.05%	86
2024 Q3	$93.1K	Hold	421	–	–	0.05%	82
2024 Q2	$72.8K	Hold	421	–	–	0.04%	88
2024 Q1	$80.4K	Buy	421 +28	+7%	+$5.11K	0.05%	83
2023 Q4	$64.2K	Hold	393	–	–	0.04%	101
2023 Q3	$55.1K	Hold	393	–	–	0.04%	104
2023 Q2	$52.5K	Hold	393	–	–	0.03%	109
2023 Q1	$51.5K	Hold	393	–	–	0.04%	114
2022 Q4	$55.5K	Buy	+393	New	+$54.2K	0.04%	112

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New England Capital Financial Advisors's IBM Position: Q2 2026 in Review

New England Capital Financial Advisors held its IBM (IBM) position steady in Q2 2026 at 270 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #105.

New England Capital Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $139K in Q4 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

New England Capital Financial Advisors held 270 shares of IBM worth $76K as of Q2 2026.
New England Capital Financial Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #105 holding.
New England Capital Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's IBM position peaked at $139K in Q4 2025.
2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.