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Bay Harbor Wealth Management’s IBM IBM Stock Holding History

Bay 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 		$171K Buy
607
+524
+631% +$132K 0.04% 70
2026
Q1 		$20.1K Buy
83
+9
+12% +$2.44K 0.01% 156
2025
Q4 		$21.9K Buy
74
+29
+64% +$8.69K 0.01% 133
2025
Q3 		$12.7K Buy
45
+5
+13% +$1.31K ﹤0.01% 138
2025
Q2 		$11.8K Buy
40
+20
+100% +$5.15K ﹤0.01% 139
2025
Q1 		$4.97K Buy
+20
New +$4.89K ﹤0.01% 139
2021
Q4 		– Sell
-14
Closed -$2K – 176
2021
Q3 		$2K Sell
14
-86
-86% -$11.5K ﹤0.01% 188
2021
Q2 		$14K Sell
100
-165
-62% -$22.6K 0.01% 165
2021
Q1 		$34K Sell
265
-211
-44% -$25.3K 0.02% 160
2020
Q4 		$57K Sell
476
-380
-44% -$43.9K 0.03% 149
2020
Q3 		$100K Sell
856
-405
-32% -$47.7K 0.05% 116
2020
Q2 		$146K Buy
1,261
+1,209
+2,325% +$140K 0.08% 101
2020
Q1 		$6K Buy
52
+40
+333% +$5.06K ﹤0.01% 223
2019
Q4 		$1K Buy
+12
New +$1.56K ﹤0.01% 316
2019
Q2 		– Sell
-25
Closed -$3.28K – 378
2019
Q1 		$3K Buy
+25
New +$3.19K ﹤0.01% 321

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bay Harbor Wealth Management increased its IBM (IBM) stake by 631% in Q2 2026, buying an estimated $132K and bringing the position to 607 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #70.

Bay Harbor Wealth Management first reported a position in IBM in Q1 2019 and has held it in 15 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bay Harbor Wealth Management held 607 shares of IBM worth $171K as of Q2 2026.
  • Bay Harbor Wealth Management bought 524 IBM shares in Q2 2026, an estimated $132K.
  • IBM made up 0.04% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Bay Harbor Wealth Management first reported a position in IBM in Q1 2019 and has held it in 15 quarters since.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.