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New World Advisors’s IBM IBM Stock Holding History

New World 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 		$435K Sell
1,795
-45
-2% -$12.2K 0.08% 40
2025
Q4 		$545K Buy
1,840
+277
+18% +$83K 0.09% 31
2025
Q3 		$441K Sell
1,563
-463
-23% -$121K 0.08% 36
2025
Q2 		$597K Buy
2,026
+588
+41% +$151K 0.13% 29
2025
Q1 		$358K Sell
1,438
-4
-0.3% -$978 0.08% 54
2024
Q4 		$317K Hold
1,442
– – 0.08% 50
2024
Q3 		$319K Buy
1,442
+10
+0.7% +$1.96K 0.08% 52
2024
Q2 		$248K Buy
1,432
+132
+10% +$22.9K 0.07% 60
2024
Q1 		$248K Sell
1,300
-10
-0.8% -$1.82K 0.07% 61
2023
Q4 		$214K Buy
+1,310
New +$198K 0.07% 64
2021
Q3 		– Sell
-4,344
Closed -$609K – 92
2021
Q2 		$609K Buy
+4,344
New +$594K 0.41% 60

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 World Advisors's IBM Position: Q1 2026 in Review

New World Advisors reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $12.2K and leaving 1,795 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #40.

New World Advisors first reported a position in IBM in Q2 2021 and has held it in 11 quarters since. The position peaked at $609K in Q2 2021. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • New World Advisors held 1,795 shares of IBM worth $435K as of Q1 2026.
  • New World Advisors sold 45 IBM shares in Q1 2026, an estimated $12.2K.
  • IBM made up 0.08% of New World Advisors's portfolio in Q1 2026, its #40 holding.
  • New World Advisors first reported a position in IBM in Q2 2021 and has held it in 11 quarters since.
  • New World Advisors's IBM position peaked at $609K in Q2 2021.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.