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Financial Harvest’s IBM IBM Stock Holding History

Financial Harvest’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 		$230K Sell
949
-104
-10% -$28.1K 0.14% 50
2025
Q4 		$312K Buy
1,053
+180
+21% +$53.9K 0.19% 40
2025
Q3 		$246K Buy
873
+7
+0.8% +$1.83K 0.17% 48
2025
Q2 		$255K Buy
+866
New +$223K 0.19% 44

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

Financial Harvest's IBM Position: Q1 2026 in Review

Financial Harvest reduced its IBM (IBM) stake by 9.9% in Q1 2026, selling an estimated $28.1K and leaving 949 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #50.

Financial Harvest first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $312K in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Financial Harvest held 949 shares of IBM worth $230K as of Q1 2026.
  • Financial Harvest sold 104 IBM shares in Q1 2026, an estimated $28.1K.
  • IBM made up 0.14% of Financial Harvest's portfolio in Q1 2026, its #50 holding.
  • Financial Harvest first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Financial Harvest's IBM position peaked at $312K in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.