NewEdge Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1633516
NEW ORLEANS, LA
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$55,725,417
+$26,154,322 QoQ
Shares Held
198,163
+62.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#221
of 3,626 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $82,399,121 across 32 Information Technology Services names. IBM ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
198,163 | $55,725,417 | |
| 2 | ACN |
Accenture plc
|
61,826 | $7,693,627 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
101,546 | $3,948,108 | |
| 4 | APLD |
Applied Digital Corp.
|
81,134 | $3,026,298 | |
| 5 | EPAM |
EPAM Systems, Inc.
|
28,863 | $2,290,279 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
15,192 | $2,080,544 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
37,532 | $1,453,614 | |
| 8 | CDW |
CDW Corp
|
9,335 | $1,312,874 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,725,417 | 198,163 | Shares | Sole | 2026-08-12 | |
| 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 | $1,889,309 | 13,599 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,849,086 | 12,614 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,661,618 | 12,469 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,568,339 | 12,459 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,161,600 | 34,204 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,361,125 | 36,111 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,725,105 | 24,566 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||