NWWA
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New Wave Wealth Advisors’s IBM IBM Stock Holding History

New Wave Wealth 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 		– Sell
-887
Closed -$215K – 222
2026
Q1 		$215K Sell
887
-30
-3% -$8.12K 0.07% 177
2025
Q4 		$272K Hold
917
– – 0.1% 145
2025
Q3 		$259K Buy
917
+154
+20% +$40.3K 0.1% 136
2025
Q2 		$225K Buy
+763
New +$197K 0.1% 123
2025
Q1 		– Sell
-763
Closed -$168K – 377
2024
Q4 		$168K Buy
+763
New +$170K 0.07% 153

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New Wave Wealth Advisors's IBM Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 887 shares — an estimated $215K sold.

New Wave Wealth Advisors first reported a position in IBM in Q4 2024 and held it in 5 quarters. The position peaked at $272K in Q4 2025. 1,531 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 887 IBM shares in Q2 2026, an estimated $215K.
  • New Wave Wealth Advisors first reported a position in IBM in Q4 2024 and held it in 5 quarters.
  • New Wave Wealth Advisors's IBM position peaked at $272K in Q4 2025.
  • 1,531 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.