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Clear Harbor Asset Management’s IBM IBM Stock Holding History

Clear Harbor Asset 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
Q1 		$846K Buy
3,491
+121
+4% +$32.7K 0.06% 227
2025
Q4 		$998K Buy
3,370
+523
+18% +$157K 0.07% 206
2025
Q3 		$803K Sell
2,847
-1,158
-29% -$303K 0.06% 223
2025
Q2 		$1.18M Buy
4,005
+1,158
+41% +$298K 0.09% 168
2025
Q1 		$708K Sell
2,847
-6
-0.2% -$1.47K 0.06% 215
2024
Q4 		$627K Buy
2,853
+530
+23% +$118K 0.05% 218
2024
Q3 		$514K Buy
2,323
+395
+20% +$77.4K 0.04% 231
2024
Q2 		$333K Buy
1,928
+25
+1% +$4.34K 0.03% 274
2024
Q1 		$363K Buy
1,903
+135
+8% +$24.6K 0.03% 264
2023
Q4 		$289K Buy
1,768
+101
+6% +$15.3K 0.03% 281
2023
Q3 		$234K Buy
1,667
+100
+6% +$14.2K 0.02% 294
2023
Q2 		$210K Sell
1,567
-130
-8% -$16.8K 0.02% 313
2023
Q1 		$222K Buy
+1,697
New +$227K 0.02% 330
2021
Q4 		– Sell
-6,079
Closed -$807K – 428
2021
Q3 		$807K Buy
6,079
+606
+11% +$81K 0.02% 180
2021
Q2 		$767K Hold
5,473
– – 0.09% 172
2021
Q1 		$697K Buy
+5,473
New +$655K 0.09% 172
2020
Q4 		– Sell
-3,084
Closed -$359K – 496
2020
Q3 		$359K Buy
3,084
+512
+20% +$60.3K 0.06% 188
2020
Q2 		$297K Buy
2,572
+31
+1% +$3.6K 0.06% 208
2020
Q1 		$269K Buy
2,541
+16
+0.6% +$2.02K 0.06% 190
2019
Q4 		$324K Sell
2,525
-120
-5% -$15.6K 0.06% 209
2019
Q3 		$368K Hold
2,645
– – 0.07% 174
2019
Q2 		$349K Sell
2,645
-105
-4% -$13.8K 0.07% 174
2019
Q1 		$371K Buy
2,750
+11
+0.4% +$1.4K 0.08% 171
2018
Q4 		$298K Hold
2,739
– – 0.07% 183
2018
Q3 		$331K Sell
2,739
-602
-18% -$84.1K 0.07% 181
2018
Q2 		$446K Sell
3,341
-45
-1% -$6.28K 0.08% 152
2018
Q1 		$497K Buy
3,386
+95
+3% +$14.4K 0.1% 132
2017
Q4 		$483K Buy
3,291
+366
+13% +$53.2K 0.09% 139
2017
Q3 		$406K Sell
2,925
-106
-3% -$14.8K 0.08% 159
2017
Q2 		$445K Buy
3,031
+2
+0.1% +$302 0.09% 158
2017
Q1 		$504K Hold
3,029
– – 0.1% 140
2016
Q4 		$481K Buy
3,029
+183
+6% +$27.9K 0.1% 139
2016
Q3 		$432K Hold
2,846
– – 0.09% 151
2016
Q2 		$413K Sell
2,846
-5,910
-67% -$846K 0.09% 154
2016
Q1 		$1.27M Sell
8,756
-492
-5% -$62.8K 0.28% 75
2015
Q4 		$1.22M Buy
9,248
+419
+5% +$56.3K 0.28% 74
2015
Q3 		$1.22M Sell
8,829
-53
-0.6% -$7.83K 0.28% 72
2015
Q2 		$1.38M Hold
8,882
– – 0.27% 86
2015
Q1 		$1.36M Sell
8,882
-2,536
-22% -$385K 0.26% 90
2014
Q4 		$1.75M Sell
11,418
-15,282
-57% -$2.43M 0.36% 68
2014
Q3 		$4.85M Buy
26,700
+1,105
+4% +$201K 1.08% 25
2014
Q2 		$4.43M Buy
25,595
+12,344
+93% +$2.22M 0.95% 26
2014
Q1 		$2.44M Buy
13,251
+3,067
+30% +$540K 0.57% 44
2013
Q4 		$1.83M Sell
10,184
-188
-2% -$32.4K 0.46% 49
2013
Q3 		$1.84M Buy
10,372
+2,118
+26% +$385K 0.5% 45
2013
Q2 		$1.51M Buy
+8,254
New +$1.61M 0.45% 53

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Harbor Asset Management's IBM Position: Q1 2026 in Review

Clear Harbor Asset Management increased its IBM (IBM) stake by 3.6% in Q1 2026, buying an estimated $32.7K and bringing the position to 3,491 shares worth $846K. The position accounts for 0.06% of the portfolio, ranked #227.

Clear Harbor Asset Management first reported a position in IBM in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.85M in Q3 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Clear Harbor Asset Management held 3,491 shares of IBM worth $846K as of Q1 2026.
  • Clear Harbor Asset Management bought 121 IBM shares in Q1 2026, an estimated $32.7K.
  • IBM made up 0.06% of Clear Harbor Asset Management's portfolio in Q1 2026, its #227 holding.
  • Clear Harbor Asset Management first reported a position in IBM in Q2 2013 and has held it in 46 quarters since.
  • Clear Harbor Asset Management's IBM position peaked at $4.85M in Q3 2014.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.