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NewEdge Wealth’s IBM IBM Stock Holding History

NewEdge Wealth’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 		$64.7M Buy
230,156
+6,666
+3% +$1.68M 0.65% 37
2026
Q1 		$54.2M Buy
223,490
+15,722
+8% +$4.25M 0.65% 37
2025
Q4 		$61.5M Buy
207,768
+9,499
+5% +$2.84M 0.7% 31
2025
Q3 		$60.8M Buy
198,269
+6,816
+4% +$1.78M 0.87% 20
2025
Q2 		$47.9M Buy
191,453
+9,742
+5% +$2.51M 0.75% 25
2025
Q1 		$45.2M Buy
181,711
+8,434
+5% +$2.06M 0.82% 26
2024
Q4 		$38.1M Buy
173,277
+11,954
+7% +$2.66M 0.66% 35
2024
Q3 		$35.7M Buy
161,323
+23,855
+17% +$4.68M 0.64% 37
2024
Q2 		$23.8M Buy
137,468
+129,958
+1,730% +$22.6M 0.52% 50
2024
Q1 		$1.24M Sell
7,510
-1,820
-20% -$332K 0.03% 393
2023
Q4 		$1.53M Buy
9,330
+3,667
+65% +$554K 0.04% 333
2023
Q3 		$794K Buy
5,663
+193
+4% +$27.5K 0.03% 389
2023
Q2 		$732K Sell
5,470
-700
-11% -$90.3K 0.02% 402
2023
Q1 		$809K Buy
6,170
+1,948
+46% +$261K 0.03% 344
2022
Q4 		$595K Buy
4,222
+2,026
+92% +$279K 0.03% 350
2022
Q3 		$261K Buy
+2,196
New +$288K 0.01% 449

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

NewEdge Wealth's IBM Position: Q2 2026 in Review

NewEdge Wealth increased its IBM (IBM) stake by 3% in Q2 2026, buying an estimated $1.68M and bringing the position to 230,156 shares worth $64.7M. The position accounts for 0.65% of the portfolio, ranked #37.

NewEdge Wealth first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NewEdge Wealth held 230,156 shares of IBM worth $64.7M as of Q2 2026.
  • NewEdge Wealth bought 6,666 IBM shares in Q2 2026, an estimated $1.68M.
  • IBM made up 0.65% of NewEdge Wealth's portfolio in Q2 2026, its #37 holding.
  • NewEdge Wealth first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.