Halbert Hargrove Global Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $178K | Buy |
631
+3
| +0.5% | +$756 | 0.01% | 114 |
|
|
2026
Q1 | $152K | Hold |
628
| – | – | 0.01% | 113 |
|
|
2025
Q4 | $186K | Sell |
628
-66
| -10% | -$19.8K | 0.01% | 99 |
|
|
2025
Q3 | $196K | Buy |
+694
| New | +$182K | 0.01% | 105 |
|
|
2025
Q2 | – | Sell |
-10
| Closed | -$2.46K | – | 472 |
|
|
2025
Q1 | $2.46K | Buy |
10
+9
| +900% | +$2.2K | ﹤0.01% | 384 |
|
|
2024
Q4 | $114 | Buy |
+1
| New | +$223 | ﹤0.01% | 297 |
|
|
2022
Q4 | – | Sell |
-1,886
| Closed | -$224K | – | 169 |
|
|
2022
Q3 | $224K | Buy |
1,886
+124
| +7% | +$16.3K | 0.02% | 137 |
|
|
2022
Q2 | $249K | Buy |
+1,762
| New | +$238K | 0.02% | 130 |
|
|
2022
Q1 | – | Sell |
-1,552
| Closed | -$207K | – | 171 |
|
|
2021
Q4 | $207K | Buy |
1,552
+31
| +2% | +$3.89K | 0.01% | 158 |
|
|
2021
Q3 | $202K | Sell |
1,521
-25
| -2% | -$3.34K | 0.01% | 145 |
|
|
2021
Q2 | $217K | Buy |
+1,546
| New | +$211K | 0.01% | 139 |
|
|
2020
Q1 | – | Sell |
-1,716
| Closed | -$220K | – | 87 |
|
|
2019
Q4 | $220K | Sell |
1,716
-213
| -11% | -$27.7K | 0.06% | 75 |
|
|
2019
Q3 | $268K | Sell |
1,929
-55
| -3% | -$7.42K | 0.07% | 65 |
|
|
2019
Q2 | $262K | Buy |
+1,984
| New | +$261K | 0.07% | 62 |
|
|
2019
Q1 | – | Sell |
-1,852
| Closed | -$201K | – | 54 |
|
|
2018
Q4 | $201K | Buy |
1,852
+24
| +1% | +$2.88K | 0.05% | 73 |
|
|
2018
Q3 | $264K | Buy |
+1,828
| New | +$255K | 0.07% | 58 |
|
|
2017
Q3 | – | Sell |
-1,774
| Closed | -$261K | – | 69 |
|
|
2017
Q2 | $261K | Sell |
1,774
-106
| -6% | -$16K | 0.07% | 58 |
|
|
2017
Q1 | $313K | Sell |
1,880
-117
| -6% | -$19.6K | 0.08% | 54 |
|
|
2016
Q4 | $317K | Buy |
1,997
+34
| +2% | +$5.18K | 0.09% | 45 |
|
|
2016
Q3 | $298K | Sell |
1,963
-295
| -13% | -$44.8K | 0.08% | 48 |
|
|
2016
Q2 | $328K | Buy |
2,258
+379
| +20% | +$54.3K | 0.09% | 47 |
|
|
2016
Q1 | $272K | Sell |
1,879
-211
| -10% | -$27K | 0.1% | 53 |
|
|
2015
Q4 | $275K | Sell |
2,090
-235
| -10% | -$31.6K | 0.12% | 70 |
|
|
2015
Q3 | $322K | Sell |
2,325
-719
| -24% | -$106K | 0.16% | 51 |
|
|
2015
Q2 | $473K | Sell |
3,044
-58
| -2% | -$9.32K | 0.12% | 89 |
|
|
2015
Q1 | $476K | Buy |
3,102
+1,677
| +118% | +$254K | 0.15% | 98 |
|
|
2014
Q4 | $219K | Sell |
1,425
-119
| -8% | -$18.9K | 0.11% | 126 |
|
|
2014
Q3 | $280K | Buy |
1,544
+18
| +1% | +$3.28K | 0.08% | 102 |
|
|
2014
Q2 | $265K | Sell |
1,526
-99
| -6% | -$17.8K | 0.08% | 93 |
|
|
2014
Q1 | $299K | Sell |
1,625
-57
| -3% | -$10K | 0.09% | 84 |
|
|
2013
Q4 | $302K | Sell |
1,682
-25
| -1% | -$4.31K | 0.09% | 90 |
|
|
2013
Q3 | $302K | Sell |
1,707
-1,140
| -40% | -$207K | 0.1% | 83 |
|
|
2013
Q2 | $520K | Buy |
+2,847
| New | +$554K | 0.19% | 43 |
|
Other funds holding IBM
Halbert Hargrove Global Advisors's IBM Position: Q2 2026 in Review
Halbert Hargrove Global Advisors increased its IBM (IBM) stake by 0.48% in Q2 2026, buying an estimated $756 and bringing the position to 631 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #114.
Halbert Hargrove Global Advisors first reported a position in IBM in Q2 2013 and has held it in 33 quarters since. The position peaked at $520K in Q2 2013. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Halbert Hargrove Global Advisors held 631 shares of IBM worth $178K as of Q2 2026.
- Halbert Hargrove Global Advisors bought 3 IBM shares in Q2 2026, an estimated $756.
- IBM made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #114 holding.
- Halbert Hargrove Global Advisors first reported a position in IBM in Q2 2013 and has held it in 33 quarters since.
- Halbert Hargrove Global Advisors's IBM position peaked at $520K in Q2 2013.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.