SEC 13F Intelligence

Newedge Wealth, LLC / IBM

Newedge Wealth, LLC’s International Business Machs Position

Does Newedge Wealth, LLC own International Business Machs (IBM)? Yes223.5K shares worth $54M (+0.65% of its 13F portfolio) as of Q1 2026, up from 207.8K shares the prior filed quarter.

Position Value
$54M
Q1 2026
Shares
223.5K
% of Portfolio
+0.65%
Quarters Held
15
currently held

Position History IBM

Reported value by quarter
Q3 ’22: $261,000Q3 ’22Q4 ’22: $594,802Q1 ’23: $808,880Q1 ’23Q2 ’23: $731,978Q3 ’23: $794,485Q3 ’23Q4 ’23: $2MQ1 ’24: $1MQ1 ’24Q2 ’24: $24MQ3 ’24: $36MQ3 ’24Q4 ’24: $38MQ1 ’25: $45MQ1 ’25Q2 ’25: $48MQ3 ’25: $61MQ3 ’25Q4 ’25: $62MQ1 ’26: $54MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026223.5K$54M+0.65%
Q4 2025207.8K$62M+0.70%
Q3 2025198.3K$61M+0.87%
Q2 2025191.5K$48M+0.75%
Q1 2025181.7K$45M+0.82%
Q4 2024173.3K$38M+0.66%
Q3 2024161.3K$36M+0.64%
Q2 2024137.5K$24M+0.52%
Q1 20247.5K$1M+0.03%
Q4 20239.3K$2M+0.04%
Q3 20235.7K$794,485+0.03%
Q2 20235.5K$731,978+0.02%
Q1 20236.2K$808,880+0.03%
Q4 20224.2K$594,802+0.03%
Q3 20222.2K$261,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Newedge Wealth, LLC’s full portfolio or all institutional holders of IBM.