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Bar Harbor Wealth Management’s IBM IBM Stock Holding History

Bar Harbor Wealth Management’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
Q2 		$20.7M Sell
73,587
-765
-1% -$193K 1.11% 23
2026
Q1 		$18M Buy
74,352
+18
+0% +$4.87K 1.05% 24
2025
Q4 		$22M Sell
74,334
-110
-0.1% -$32.9K 1.27% 20
2025
Q3 		$21M Buy
74,444
+122
+0.2% +$31.9K 1.26% 20
2025
Q2 		$21.9M Sell
74,322
-696
-0.9% -$179K 1.4% 17
2025
Q1 		$18.7M Sell
75,018
-1,819
-2% -$445K 1.24% 21
2024
Q4 		$16.9M Buy
76,837
+977
+1% +$218K 1.11% 24
2024
Q3 		$16.8M Buy
75,860
+362
+0.5% +$71K 1.07% 23
2024
Q2 		$13.1M Buy
75,498
+1,643
+2% +$285K 0.86% 35
2024
Q1 		$14.1M Buy
73,855
+3,227
+5% +$589K 0.94% 31
2023
Q4 		$11.6M Buy
70,628
+13,687
+24% +$2.07M 0.86% 37
2023
Q3 		$7.99M Sell
56,941
-1,975
-3% -$281K 0.64% 45
2023
Q2 		$7.88M Hold
58,916
– – 0.6% 53
2023
Q1 		$7.72M Sell
58,916
-150
-0.3% -$20.1K 0.61% 51
2022
Q4 		$8.32M Sell
59,066
-170
-0.3% -$23.4K 0.66% 48
2022
Q3 		$7.04M Buy
59,236
+248
+0.4% +$32.5K 0.61% 49
2022
Q2 		$8.33M Buy
58,988
+2,115
+4% +$285K 0.67% 48
2022
Q1 		$7.39M Sell
56,873
-526
-0.9% -$68.6K 0.66% 44
2021
Q4 		$7.67M Sell
57,399
-2,513
-4% -$315K 0.65% 45
2021
Q3 		$7.96M Sell
59,912
-188
-0.3% -$25.1K 0.74% 42
2021
Q2 		$8.42M Sell
60,100
-163
-0.3% -$22.3K 0.78% 41
2021
Q1 		$7.68M Buy
60,263
+21
+0% +$2.51K 0.75% 41
2020
Q4 		$7.25M Sell
60,242
-283
-0.5% -$32.7K 0.73% 43
2020
Q3 		$7.04M Sell
60,525
-670
-1% -$78.9K 0.78% 42
2020
Q2 		$7.07M Sell
61,195
-9,117
-13% -$1.06M 0.82% 42
2020
Q1 		$7.46M Sell
70,312
-2,877
-4% -$364K 1.01% 32
2019
Q4 		$9.38M Sell
73,189
-3,155
-4% -$410K 1.03% 29
2019
Q3 		$10.6M Sell
76,344
-794
-1% -$107K 1.23% 22
2019
Q2 		$10.2M Sell
77,138
-450
-0.6% -$59.1K 1.18% 23
2019
Q1 		$10.5M Sell
77,588
-1,759
-2% -$224K 1.25% 26
2018
Q4 		$8.62M Sell
79,347
-5,136
-6% -$616K 1.15% 27
2018
Q3 		$12.2M Sell
84,483
-2,645
-3% -$370K 1.39% 20
2018
Q2 		$11.6M Sell
87,128
-1,988
-2% -$277K 1.4% 20
2018
Q1 		$13.1M Sell
89,116
-81,105
-48% -$12.3M 1.6% 18
2017
Q4 		$25M Sell
170,221
-1,645
-1% -$239K 2.91% 5
2017
Q3 		$23.8M Sell
171,866
-2,822
-2% -$393K 2.88% 5
2017
Q2 		$25.7M Sell
174,688
-4,133
-2% -$623K 3.08% 5
2017
Q1 		$29.8M Sell
178,821
-7,887
-4% -$1.32M 3.48% 2
2016
Q4 		$29.6M Buy
186,708
+379
+0.2% +$57.7K 3.27% 2
2016
Q3 		$28.3M Sell
186,329
-583
-0.3% -$88.5K 3.2% 2
2016
Q2 		$27.1M Buy
186,912
+348
+0.2% +$49.8K 3.15% 4
2016
Q1 		$27M Buy
186,564
+648
+0.3% +$82.8K 3.29% 2
2015
Q4 		$24.5M Buy
185,916
+631
+0.3% +$84.8K 3.07% 5
2015
Q3 		$25.7M Buy
185,285
+278
+0.2% +$41.1K 3.41% 2
2015
Q2 		$28.8M Buy
185,007
+2,707
+1% +$435K 3.5% 2
2015
Q1 		$28M Buy
182,300
+3,260
+2% +$494K 3.39% 2
2014
Q4 		$27.5M Sell
179,040
-554
-0.3% -$88.1K 3.43% 3
2014
Q3 		$32.6M Buy
179,594
+1,365
+0.8% +$249K 4.18% 1
2014
Q2 		$30.9M Sell
178,229
-3,028
-2% -$545K 3.87% 3
2014
Q1 		$33.4M Sell
181,257
-2,531
-1% -$446K 4.29% 1
2013
Q4 		$33M Sell
183,788
-4,759
-3% -$821K 4.28% 3
2013
Q3 		$33.4M Sell
188,547
-1,091
-0.6% -$198K 4.68% 1
2013
Q2 		$34.6M Buy
+189,638
New +$36.9M 5.01% 1

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bar Harbor Wealth Management's IBM Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $193K and leaving 73,587 shares worth $20.7M. The position accounts for 1.11% of the portfolio, ranked #23.

Bar Harbor Wealth Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.6M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bar Harbor Wealth Management held 73,587 shares of IBM worth $20.7M as of Q2 2026.
  • Bar Harbor Wealth Management sold 765 IBM shares in Q2 2026, an estimated $193K.
  • IBM made up 1.11% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Bar Harbor Wealth Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's IBM position peaked at $34.6M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.