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Newbridge Financial Services Group’s IBM IBM Stock Holding History

Newbridge Financial Services Group’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 		$5.38M Buy
19,126
+2,233
+13% +$563K 0.67% 43
2026
Q1 		$4.09M Buy
16,893
+3,771
+29% +$1.02M 0.67% 38
2025
Q4 		$3.89M Buy
13,122
+3,029
+30% +$907K 0.6% 39
2025
Q3 		$2.85M Buy
10,093
+7,308
+262% +$1.91M 0.43% 53
2025
Q2 		$821K Buy
2,785
+683
+32% +$176K 0.13% 126
2025
Q1 		$523K Buy
2,102
+190
+10% +$46.5K 0.13% 115
2024
Q4 		$420K Buy
+1,912
New +$426K 0.11% 130
2024
Q3 		– Sell
-2,829
Closed -$489K – 850
2024
Q2 		$489K Sell
2,829
-558
-16% -$97K 0.18% 100
2024
Q1 		$647K Buy
3,387
+333
+11% +$60.7K 0.28% 79
2023
Q4 		$499K Sell
3,054
-675
-18% -$102K 0.24% 97
2023
Q3 		$523K Buy
3,729
+51
+1% +$7.26K 0.26% 81
2023
Q2 		$492K Buy
3,678
+456
+14% +$58.8K 0.24% 83
2023
Q1 		$422K Buy
3,222
+143
+5% +$19.1K 0.22% 96
2022
Q4 		$434K Sell
3,079
-119
-4% -$16.4K 0.25% 90
2022
Q3 		$380K Sell
3,198
-1,066
-25% -$140K 0.22% 101
2022
Q2 		$602K Buy
4,264
+34
+0.8% +$4.59K 0.37% 59
2022
Q1 		$550K Buy
4,230
+279
+7% +$36.4K 0.27% 73
2021
Q4 		$528K Buy
3,951
+22
+0.6% +$2.76K 0.25% 83
2021
Q3 		$522K Buy
3,929
+2,723
+226% +$364K 0.33% 70
2021
Q2 		$169K Sell
1,206
-102
-8% -$13.9K 0.1% 201
2021
Q1 		$167K Buy
1,308
+68
+5% +$8.14K 0.12% 182
2020
Q4 		$149K Sell
1,240
-102
-8% -$11.8K 0.12% 172
2020
Q3 		$156K Buy
+1,342
New +$158K 0.15% 138

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

Newbridge Financial Services Group's IBM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $563K and bringing the position to 19,126 shares worth $5.38M. The position accounts for 0.67% of the portfolio, ranked #43.

Newbridge Financial Services Group first reported a position in IBM in Q3 2020 and has held it in 23 quarters since. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Newbridge Financial Services Group held 19,126 shares of IBM worth $5.38M as of Q2 2026.
  • Newbridge Financial Services Group bought 2,233 IBM shares in Q2 2026, an estimated $563K.
  • IBM made up 0.67% of Newbridge Financial Services Group's portfolio in Q2 2026, its #43 holding.
  • Newbridge Financial Services Group first reported a position in IBM in Q3 2020 and has held it in 23 quarters since.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.