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NIA Impact Advisors’s IBM IBM Stock Holding History

NIA Impact 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 		$6.86M Sell
28,291
-2,089
-7% -$565K 3.05% 8
2025
Q4 		$9M Sell
30,380
-294
-1% -$88K 3.02% 5
2025
Q3 		$8.66M Buy
30,674
+162
+0.5% +$42.4K 2.81% 5
2025
Q2 		$8.99M Sell
30,512
-8,861
-23% -$2.28M 3.11% 5
2025
Q1 		$9.79M Sell
39,373
-1,253
-3% -$306K 3.64% 3
2024
Q4 		$8.93M Sell
40,626
-900
-2% -$200K 2.9% 5
2024
Q3 		$9.18M Sell
41,526
-6,201
-13% -$1.22M 3.05% 4
2024
Q2 		$8.25M Sell
47,727
-1,860
-4% -$323K 2.97% 6
2024
Q1 		$9.47M Buy
+49,587
New +$9.05M 3.77% 2
2023
Q2 		$7.86M Sell
54,863
-1,799
-3% -$232K 4.47% 3
2023
Q1 		$7.43M Buy
56,662
+837
+1% +$112K 4.01% 3
2022
Q4 		$7.87M Buy
55,825
+2,296
+4% +$317K 4.57% 2
2022
Q3 		$6.36M Sell
53,529
-727
-1% -$95.4K 3.92% 3
2022
Q2 		$7.66M Sell
54,256
-3,306
-6% -$446K 4.6% 3
2022
Q1 		$7.48M Buy
57,562
+4,830
+9% +$630K 3.63% 6
2021
Q4 		$7.04M Sell
52,732
-7,757
-13% -$973K 3.74% 8
2021
Q3 		$8.03M Buy
60,489
+1,370
+2% +$183K 3.43% 7
2021
Q2 		$8.29M Buy
59,119
+1,775
+3% +$243K 4.04% 4
2021
Q1 		$7.31M Buy
57,344
+8,480
+17% +$1.01M 3.95% 5
2020
Q4 		$6.03M Buy
+48,864
New +$5.65M 3.14% 10

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

NIA Impact Advisors's IBM Position: Q1 2026 in Review

NIA Impact Advisors reduced its IBM (IBM) stake by 6.9% in Q1 2026, selling an estimated $565K and leaving 28,291 shares worth $6.86M. The position accounts for 3.05% of the portfolio, ranked #8.

NIA Impact Advisors first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.79M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • NIA Impact Advisors held 28,291 shares of IBM worth $6.86M as of Q1 2026.
  • NIA Impact Advisors sold 2,089 IBM shares in Q1 2026, an estimated $565K.
  • IBM made up 3.05% of NIA Impact Advisors's portfolio in Q1 2026, its #8 holding.
  • NIA Impact Advisors first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
  • NIA Impact Advisors's IBM position peaked at $9.79M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.