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IBM
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Position history for NewEdge Wealth, LLC's holdings in INTERNATIONAL BUSINESS MACHS

NewEdge Wealth, LLC holds 223,490 shares of IBM (INTERNATIONAL BUSINESS MACHS), worth $54.2M as of 2026-Q1. The position was increased (+7.6% shares). IBM represents 0.6% of NewEdge Wealth, LLC's portfolio.

Current Value

$54.2M

Current Shares

223,490

Total Value Change

+$30.4M

Total Shares Change

+86,022

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
223,490
+7.6%
$54.2M0.6%$245.28
45
2025-Q4
Increased
207,768
+4.8%
$61.5M0.7%$300.34
44
2025-Q3
Increased
198,269
+3.6%
$60.8M0.9%$276.69
43
2025-Q2
Increased
191,453
+5.4%
$47.9M0.8%$284.55
44
2025-Q1
Increased
181,711
+4.9%
$45.2M0.8%$238.08
43
2024-Q4
Increased
173,277
+7.4%
$38.1M0.7%$213.49
44
2024-Q3
Increased
161,323
+17.4%
$35.7M0.6%$212.38
48
2024-Q2
Increased
137,468
+1730.5%
$23.8M0.5%$164.89
65

Other major holders of IBM: VANGUARD GROUP INC, BlackRock, Inc.

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