NewEdge Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1633516
NEW ORLEANS, LA
Position in IBM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$29,571,095
-$82,768,028 QoQ
Shares Held
121,998
-67.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.223823341366252.ToString("F0")%
Shared 0.ToString("F0")%
None 96.77617665863374.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $66,410,422 across 30 Information Technology Services names. IBM ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
121,998 | $29,571,095 | |
| 2 | ACN |
Accenture plc
|
79,518 | $15,767,624 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
134,329 | $6,301,373 | |
| 4 | EPAM |
EPAM Systems, Inc.
|
20,234 | $2,739,683 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
15,012 | $2,439,149 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
15,622 | $2,429,533 | |
| 7 | CDW |
CDW Corp
|
11,848 | $1,433,844 | |
| 8 | APLD |
Applied Digital Corp.
|
60,041 | $1,425,373 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,571,095 | 121,998 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $112,339,123 | 379,255 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $101,326,195 | 359,109 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $94,555,991 | 320,768 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $74,569,155 | 299,884 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $60,458,525 | 275,024 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,723,542 | 116,354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,596,275 | 107,524 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $15,682,208 | 82,123 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,611,559 | 70,997 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,291,250 | 51,969 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,200,621 | 46,339 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,061,863 | 46,242 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,814,990 | 48,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,695,608 | 39,522 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,308,651 | 44,682 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,781,225 | 36,773 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,926,039 | 36,855 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,806,222 | 13,599 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,767,768 | 12,614 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,588,545 | 12,469 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,499,368 | 12,459 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,978,585 | 34,204 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,169,336 | 36,111 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,605,263 | 24,566 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||