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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
Q2 		$544K Buy
1,936
+141
+8% +$35.5K 0.09% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New World Advisors's IBM Position: Q2 2026 in Review

New World Advisors increased its IBM (IBM) stake by 7.9% in Q2 2026, buying an estimated $35.5K and bringing the position to 1,936 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #37.

New World Advisors first reported a position in IBM in Q2 2021 and has held it in 12 quarters since. The position peaked at $609K in Q2 2021. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • New World Advisors held 1,936 shares of IBM worth $544K as of Q2 2026.
  • New World Advisors bought 141 IBM shares in Q2 2026, an estimated $35.5K.
  • IBM made up 0.09% of New World Advisors's portfolio in Q2 2026, its #37 holding.
  • New World Advisors first reported a position in IBM in Q2 2021 and has held it in 12 quarters since.
  • New World Advisors's IBM position peaked at $609K in Q2 2021.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.