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New York Life Investment Management’s IBM IBM Stock Holding History

New York Life Investment 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 		$32.1M Buy
132,308
+157
+0.1% +$42.5K 0.27% 69
2025
Q4 		$39.1M Sell
132,151
-3,902
-3% -$1.17M 0.34% 58
2025
Q3 		$38.4M Buy
136,053
+8,998
+7% +$2.36M 0.34% 54
2025
Q2 		$37.5M Buy
127,055
+2,694
+2% +$694K 0.35% 55
2025
Q1 		$30.9M Sell
124,361
-390
-0.3% -$95.4K 0.32% 59
2024
Q4 		$27.4M Sell
124,751
-12,380
-9% -$2.76M 0.27% 66
2024
Q3 		$30.3M Sell
137,131
-1,448
-1% -$284K 0.29% 62
2024
Q2 		$24M Sell
138,579
-242
-0.2% -$42K 0.24% 74
2024
Q1 		$26.5M Sell
138,821
-4,666
-3% -$851K 0.26% 72
2023
Q4 		$23.5M Sell
143,487
-16,947
-11% -$2.56M 0.24% 77
2023
Q3 		$22.5M Buy
160,434
+9,727
+6% +$1.38M 0.24% 77
2023
Q2 		$20.2M Sell
150,707
-13,714
-8% -$1.77M 0.21% 92
2023
Q1 		$21.6M Buy
164,421
+21,419
+15% +$2.87M 0.24% 87
2022
Q4 		$20.1M Buy
143,002
+173
+0.1% +$23.9K 0.23% 105
2022
Q3 		$17M Buy
142,829
+736
+0.5% +$96.6K 0.21% 105
2022
Q2 		$20.1M Buy
+142,093
New +$19.2M 0.23% 90
2015
Q4 		– Sell
-2,510
Closed -$348K – 131
2015
Q3 		$348K Hold
2,510
– – 0.03% 136
2015
Q2 		$390K Hold
2,510
– – 0.04% 121
2015
Q1 		$385K Hold
2,510
– – 0.04% 128
2014
Q4 		$385K Buy
+2,510
New +$399K 0.05% 125

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 York Life Investment Management's IBM Position: Q1 2026 in Review

New York Life Investment Management increased its IBM (IBM) stake by 0.12% in Q1 2026, buying an estimated $42.5K and bringing the position to 132,308 shares worth $32.1M. The position accounts for 0.27% of the portfolio, ranked #69.

New York Life Investment Management first reported a position in IBM in Q4 2014 and has held it in 20 quarters since. The position peaked at $39.1M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • New York Life Investment Management held 132,308 shares of IBM worth $32.1M as of Q1 2026.
  • New York Life Investment Management bought 157 IBM shares in Q1 2026, an estimated $42.5K.
  • IBM made up 0.27% of New York Life Investment Management's portfolio in Q1 2026, its #69 holding.
  • New York Life Investment Management first reported a position in IBM in Q4 2014 and has held it in 20 quarters since.
  • New York Life Investment Management's IBM position peaked at $39.1M in Q4 2025.
  • 3,471 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.