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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
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 $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 Wealth's IBM Position: Q1 2026 in Review

NewEdge Wealth increased its IBM (IBM) stake by 7.6% in Q1 2026, buying an estimated $4.25M and bringing the position to 223,490 shares worth $54.2M. 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 15 quarters since. The position peaked at $61.5M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • NewEdge Wealth held 223,490 shares of IBM worth $54.2M as of Q1 2026.
  • NewEdge Wealth bought 15,722 IBM shares in Q1 2026, an estimated $4.25M.
  • IBM made up 0.65% of NewEdge Wealth's portfolio in Q1 2026, its #37 holding.
  • NewEdge Wealth first reported a position in IBM in Q3 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's IBM position peaked at $61.5M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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