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Newton One Investments’s IBM IBM Stock Holding History

Newton One Investments’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 		$101K Buy
360
+2
+0.6% +$504 0.03% 50
2026
Q1 		$86.7K Buy
358
+2
+0.6% +$541 0.02% 54
2025
Q4 		$105K Buy
356
+2
+0.6% +$599 0.03% 53
2025
Q3 		$99.8K Buy
354
+3
+0.9% +$785 0.03% 51
2025
Q2 		$104K Buy
351
+2
+0.6% +$515 0.03% 54
2025
Q1 		$86.8K Buy
349
+2
+0.6% +$489 0.03% 54
2024
Q4 		$76.3K Buy
+347
New +$77.3K 0.03% 57
2024
Q3 		– Sell
-342
Closed -$59.1K – 69
2024
Q2 		$59.1K Buy
342
+4
+1% +$695 0.03% 60
2024
Q1 		$64.6K Buy
338
+61
+22% +$11.1K 0.03% 59
2023
Q4 		$45.3K Buy
+277
New +$41.9K 0.02% 66

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

Newton One Investments's IBM Position: Q2 2026 in Review

Newton One Investments increased its IBM (IBM) stake by 0.56% in Q2 2026, buying an estimated $504 and bringing the position to 360 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #50.

Newton One Investments first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $105K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Newton One Investments held 360 shares of IBM worth $101K as of Q2 2026.
  • Newton One Investments bought 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.03% of Newton One Investments's portfolio in Q2 2026, its #50 holding.
  • Newton One Investments first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Newton One Investments's IBM position peaked at $105K in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.