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NewEdge Advisors’s IBM IBM Stock Holding History

NewEdge 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 		$47.5M Sell
196,169
-183,086
-48% -$49.5M 0.17% 122
2025
Q4 		$112M Buy
379,255
+20,146
+6% +$6.03M 0.41% 46
2025
Q3 		$101M Buy
359,109
+38,341
+12% +$10M 0.46% 35
2025
Q2 		$94.6M Buy
320,768
+20,884
+7% +$5.38M 0.49% 31
2025
Q1 		$74.6M Buy
299,884
+24,860
+9% +$6.08M 0.44% 39
2024
Q4 		$60.5M Buy
275,024
+158,670
+136% +$35.3M 0.36% 52
2024
Q3 		$25.7M Buy
116,354
+8,830
+8% +$1.73M 0.17% 129
2024
Q2 		$18.6M Buy
107,524
+25,401
+31% +$4.41M 0.14% 154
2024
Q1 		$15.7M Buy
82,123
+11,126
+16% +$2.03M 0.14% 160
2023
Q4 		$11.9M Buy
70,997
+19,028
+37% +$2.88M 0.11% 186
2023
Q3 		$7.29M Buy
51,969
+5,630
+12% +$801K 0.08% 246
2023
Q2 		$6.2M Buy
46,339
+97
+0.2% +$12.5K 0.07% 277
2023
Q1 		$5.93M Sell
46,242
-2,129
-4% -$285K 0.07% 262
2022
Q4 		$3.83M Buy
48,371
+8,849
+22% +$1.22M 0.1% 216
2022
Q3 		$4.7M Sell
39,522
-5,160
-12% -$677K 0.08% 248
2022
Q2 		$6.31M Buy
44,682
+7,909
+22% +$1.07M 0.1% 194
2022
Q1 		$4.78M Sell
36,773
-82
-0.2% -$10.7K 0.08% 250
2021
Q4 		$4.93M Buy
36,855
+22,630
+159% +$2.84M 0.07% 246
2021
Q3 		$1.89M Buy
14,225
+1,031
+8% +$138K 0.05% 334
2021
Q2 		$1.85M Buy
13,194
+151
+1% +$20.6K 0.05% 331
2021
Q1 		$1.66M Buy
13,043
+11
+0.1% +$1.32K 0.05% 324
2020
Q4 		$1.57M Sell
13,032
-22,745
-64% -$2.63M 0.05% 300
2020
Q3 		$4.16M Sell
35,777
-1,995
-5% -$235K 0.14% 148
2020
Q2 		$4.36M Buy
37,772
+12,076
+47% +$1.4M 0.17% 125
2020
Q1 		$2.73M Sell
25,696
-6,143
-19% -$777K 0.13% 151
2019
Q4 		$4.08M Buy
31,839
+9,258
+41% +$1.2M 0.16% 146
2019
Q3 		$2.93M Buy
22,581
+18,504
+454% +$2.5M 0.13% 159
2019
Q2 		$537K Buy
4,077
+122
+3% +$16K 0.03% 382
2019
Q1 		$533K Sell
3,955
-124
-3% -$15.8K 0.03% 381
2018
Q4 		$443 Sell
4,079
-1,557
-28% -$187K 0.03% 397
2018
Q3 		$815K Sell
5,636
-463
-8% -$64.7K 0.06% 264
2018
Q2 		$816 Buy
6,099
+87
+1% +$12.1K 0.07% 232
2018
Q1 		$863K Buy
6,012
+528
+10% +$79.9K 0.1% 197
2017
Q4 		$857K Buy
5,484
+1,186
+28% +$172K 0.12% 182
2017
Q3 		$605K Sell
4,298
-1,952
-31% -$272K 0.09% 191
2017
Q2 		$917K Buy
6,250
+4,225
+209% +$637K 0.16% 146
2017
Q1 		$337K Sell
2,025
-155
-7% -$26K 0.08% 193
2016
Q4 		$354K Sell
2,180
-126
-5% -$19.2K 0.1% 176
2016
Q3 		$350K Buy
2,306
+176
+8% +$26.7K 0.11% 150
2016
Q2 		$309K Buy
+2,130
New +$305K 0.13% 126
2015
Q1 		– Sell
-5,181
Closed -$795K – 68
2014
Q4 		$795K Buy
+5,181
New +$824K 0.62% 41

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

NewEdge Advisors's IBM Position: Q1 2026 in Review

NewEdge Advisors reduced its IBM (IBM) stake by 48% in Q1 2026, selling an estimated $49.5M and leaving 196,169 shares worth $47.5M. The position accounts for 0.17% of the portfolio, ranked #122.

NewEdge Advisors first reported a position in IBM in Q4 2014 and has held it in 41 quarters since. The position peaked at $112M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • NewEdge Advisors held 196,169 shares of IBM worth $47.5M as of Q1 2026.
  • NewEdge Advisors sold 183,086 IBM shares in Q1 2026, an estimated $49.5M.
  • IBM made up 0.17% of NewEdge Advisors's portfolio in Q1 2026, its #122 holding.
  • NewEdge Advisors first reported a position in IBM in Q4 2014 and has held it in 41 quarters since.
  • NewEdge Advisors's IBM position peaked at $112M in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.