Everett Harris & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Sell |
6,252
-655
| -9% | -$177K | 0.02% | 132 |
|
|
2025
Q4 | $2.05M | Sell |
6,907
-67
| -1% | -$20.1K | 0.02% | 116 |
|
|
2025
Q3 | $1.97M | Buy |
6,974
+16
| +0.2% | +$4.19K | 0.02% | 119 |
|
|
2025
Q2 | $2.05M | Buy |
6,958
+117
| +2% | +$30.1K | 0.03% | 113 |
|
|
2025
Q1 | $1.7M | Sell |
6,841
-275
| -4% | -$67.3K | 0.02% | 114 |
|
|
2024
Q4 | $1.56M | Buy |
7,116
+3,431
| +93% | +$764K | 0.02% | 112 |
|
|
2024
Q3 | $815K | Sell |
3,685
-50
| -1% | -$9.8K | 0.01% | 152 |
|
|
2024
Q2 | $646K | Sell |
3,735
-147
| -4% | -$25.5K | 0.01% | 162 |
|
|
2024
Q1 | $741K | Buy |
3,882
+175
| +5% | +$31.9K | 0.01% | 155 |
|
|
2023
Q4 | $606K | Sell |
3,707
-290
| -7% | -$43.8K | 0.01% | 160 |
|
|
2023
Q3 | $561K | Hold |
3,997
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $535K | Buy |
3,997
+204
| +5% | +$26.3K | 0.01% | 165 |
|
|
2023
Q1 | $497K | Buy |
3,793
+460
| +14% | +$61.5K | 0.01% | 175 |
|
|
2022
Q4 | $470K | Sell |
3,333
-1,500
| -31% | -$207K | 0.01% | 178 |
|
|
2022
Q3 | $574K | Hold |
4,833
| – | – | 0.01% | 154 |
|
|
2022
Q2 | $682K | Sell |
4,833
-109
| -2% | -$14.7K | 0.01% | 151 |
|
|
2022
Q1 | $643K | Buy |
4,942
+209
| +4% | +$27.3K | 0.01% | 167 |
|
|
2021
Q4 | $633K | Sell |
4,733
-218
| -4% | -$27.3K | 0.01% | 165 |
|
|
2021
Q3 | $658K | Sell |
4,951
-837
| -14% | -$112K | 0.01% | 158 |
|
|
2021
Q2 | $811K | Buy |
5,788
+628
| +12% | +$85.9K | 0.01% | 148 |
|
|
2021
Q1 | $657K | Sell |
5,160
-2,772
| -35% | -$332K | 0.01% | 152 |
|
|
2020
Q4 | $955K | Buy |
7,932
+711
| +10% | +$82.2K | 0.02% | 134 |
|
|
2020
Q3 | $840K | Sell |
7,221
-261
| -3% | -$30.7K | 0.02% | 136 |
|
|
2020
Q2 | $864K | Sell |
7,482
-120
| -2% | -$13.9K | 0.02% | 129 |
|
|
2020
Q1 | $806K | Buy |
7,602
+2,536
| +50% | +$321K | 0.02% | 128 |
|
|
2019
Q4 | $649K | Sell |
5,066
-162
| -3% | -$21.1K | 0.01% | 164 |
|
|
2019
Q3 | $727K | Sell |
5,228
-2,754
| -35% | -$371K | 0.02% | 150 |
|
|
2019
Q2 | $1.05M | Sell |
7,982
-2,050
| -20% | -$269K | 0.03% | 129 |
|
|
2019
Q1 | $1.35M | Sell |
10,032
-119
| -1% | -$15.2K | 0.04% | 121 |
|
|
2018
Q4 | $1.1M | Sell |
10,151
-2,918
| -22% | -$350K | 0.03% | 118 |
|
|
2018
Q3 | $1.89M | Sell |
13,069
-5,232
| -29% | -$731K | 0.05% | 96 |
|
|
2018
Q2 | $2.44M | Sell |
18,301
-1,870
| -9% | -$261K | 0.07% | 84 |
|
|
2018
Q1 | $2.96M | Sell |
20,171
-1,962
| -9% | -$297K | 0.08% | 75 |
|
|
2017
Q4 | $3.25M | Sell |
22,133
-3,966
| -15% | -$577K | 0.09% | 79 |
|
|
2017
Q3 | $3.62M | Sell |
26,099
-7,270
| -22% | -$1.01M | 0.11% | 71 |
|
|
2017
Q2 | $4.91M | Sell |
33,369
-5,287
| -14% | -$797K | 0.15% | 59 |
|
|
2017
Q1 | $6.44M | Sell |
38,656
-4,796
| -11% | -$804K | 0.21% | 53 |
|
|
2016
Q4 | $6.89M | Sell |
43,452
-11,615
| -21% | -$1.77M | 0.24% | 52 |
|
|
2016
Q3 | $8.36M | Sell |
55,067
-210
| -0.4% | -$31.9K | 0.3% | 46 |
|
|
2016
Q2 | $8.02M | Sell |
55,277
-7,619
| -12% | -$1.09M | 0.29% | 47 |
|
|
2016
Q1 | $9.11M | Sell |
62,896
-24,058
| -28% | -$3.07M | 0.33% | 44 |
|
|
2015
Q4 | $11.4M | Buy |
86,954
+20,042
| +30% | +$2.69M | 0.4% | 44 |
|
|
2015
Q3 | $9.27M | Buy |
66,912
+1,554
| +2% | +$229K | 0.34% | 47 |
|
|
2015
Q2 | $10.2M | Buy |
65,358
+1,401
| +2% | +$225K | 0.36% | 43 |
|
|
2015
Q1 | $9.81M | Sell |
63,957
-13
| -0% | -$1.97K | 0.34% | 44 |
|
|
2014
Q4 | $9.81M | Sell |
63,970
-43,262
| -40% | -$6.88M | 0.34% | 47 |
|
|
2014
Q3 | $19.5M | Sell |
107,232
-65,751
| -38% | -$12M | 0.7% | 34 |
|
|
2014
Q2 | $30M | Sell |
172,983
-43,081
| -20% | -$7.75M | 1.11% | 28 |
|
|
2014
Q1 | $39.8M | Sell |
216,064
-35,302
| -14% | -$6.22M | 1.48% | 22 |
|
|
2013
Q4 | $45.1M | Sell |
251,366
-90,390
| -26% | -$15.6M | 1.68% | 23 |
|
|
2013
Q3 | $60.5M | Sell |
341,756
-7,945
| -2% | -$1.44M | 2.47% | 13 |
|
|
2013
Q2 | $63.9M | Buy |
+349,701
| New | +$68.1M | 2.66% | 11 |
|
Other funds holding IBM
VCM
VPM
Everett Harris & Co's IBM Position: Q1 2026 in Review
Everett Harris & Co reduced its IBM (IBM) stake by 9.5% in Q1 2026, selling an estimated $177K and leaving 6,252 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #132.
Everett Harris & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $63.9M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Everett Harris & Co held 6,252 shares of IBM worth $1.52M as of Q1 2026.
- Everett Harris & Co sold 655 IBM shares in Q1 2026, an estimated $177K.
- IBM made up 0.02% of Everett Harris & Co's portfolio in Q1 2026, its #132 holding.
- Everett Harris & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Everett Harris & Co's IBM position peaked at $63.9M in Q2 2013.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.