Harbor Advisory Corp’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 | $784K | Buy |
3,236
+200
| +7% | +$54.1K | 0.24% | 57 |
|
|
2025
Q4 | $899K | Hold |
3,036
| – | – | 0.27% | 57 |
|
|
2025
Q3 | $857K | Hold |
3,036
| – | – | 0.25% | 58 |
|
|
2025
Q2 | $895K | Hold |
3,036
| – | – | 0.29% | 55 |
|
|
2025
Q1 | $755K | Hold |
3,036
| – | – | 0.25% | 63 |
|
|
2024
Q4 | $667K | Hold |
3,036
| – | – | 0.22% | 66 |
|
|
2024
Q3 | $671K | Hold |
3,036
| – | – | 0.22% | 65 |
|
|
2024
Q2 | $525K | Hold |
3,036
| – | – | 0.18% | 66 |
|
|
2024
Q1 | $580K | Hold |
3,036
| – | – | 0.2% | 65 |
|
|
2023
Q4 | $497K | Hold |
3,036
| – | – | 0.18% | 66 |
|
|
2023
Q3 | $426K | Sell |
3,036
-54
| -2% | -$7.68K | 0.15% | 72 |
|
|
2023
Q2 | $413K | Buy |
3,090
+820
| +36% | +$106K | 0.15% | 69 |
|
|
2023
Q1 | $298K | Hold |
2,270
| – | – | 0.11% | 74 |
|
|
2022
Q4 | $320K | Hold |
2,270
| – | – | 0.13% | 71 |
|
|
2022
Q3 | $270K | Sell |
2,270
-333
| -13% | -$43.7K | 0.12% | 68 |
|
|
2022
Q2 | $368K | Buy |
2,603
+549
| +27% | +$74.1K | 0.16% | 66 |
|
|
2022
Q1 | $267K | Sell |
2,054
-600
| -23% | -$78.2K | 0.11% | 71 |
|
|
2021
Q4 | $355K | Sell |
2,654
-1,953
| -42% | -$245K | 0.14% | 65 |
|
|
2021
Q3 | $612K | Buy |
4,607
+1,946
| +73% | +$260K | 0.27% | 57 |
|
|
2021
Q2 | $373K | Hold |
2,661
| – | – | 0.17% | 65 |
|
|
2021
Q1 | $339K | Buy |
2,661
+579
| +28% | +$69.3K | 0.13% | 85 |
|
|
2020
Q4 | $251K | Buy |
2,082
+57
| +3% | +$6.59K | 0.13% | 82 |
|
|
2020
Q3 | $236K | Hold |
2,025
| – | – | 0.23% | 32 |
|
|
2020
Q2 | $234K | Sell |
2,025
-44
| -2% | -$5.11K | 0.24% | 34 |
|
|
2020
Q1 | $219K | Sell |
2,069
-784
| -27% | -$99.1K | 0.23% | 34 |
|
|
2019
Q4 | $366K | Sell |
2,853
-65
| -2% | -$8.45K | 0.3% | 35 |
|
|
2019
Q3 | $406K | Hold |
2,918
| – | – | 0.35% | 35 |
|
|
2019
Q2 | $385K | Hold |
2,918
| – | – | 0.34% | 35 |
|
|
2019
Q1 | $394K | Sell |
2,918
-721
| -20% | -$91.9K | 0.35% | 35 |
|
|
2018
Q4 | $395K | Sell |
3,639
-523
| -13% | -$62.8K | 0.39% | 35 |
|
|
2018
Q3 | $602K | Hold |
4,162
| – | – | 0.52% | 32 |
|
|
2018
Q2 | $556K | Hold |
4,162
| – | – | 0.5% | 33 |
|
|
2018
Q1 | $610K | Sell |
4,162
-52
| -1% | -$7.87K | 0.56% | 30 |
|
|
2017
Q4 | $618K | Buy |
+4,214
| New | +$613K | 0.59% | 31 |
|
Other funds holding IBM
VCM
VPM
Harbor Advisory Corp's IBM Position: Q1 2026 in Review
Harbor Advisory Corp increased its IBM (IBM) stake by 6.6% in Q1 2026, buying an estimated $54.1K and bringing the position to 3,236 shares worth $784K. The position accounts for 0.24% of the portfolio, ranked #57.
Harbor Advisory Corp first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $899K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Harbor Advisory Corp held 3,236 shares of IBM worth $784K as of Q1 2026.
- Harbor Advisory Corp bought 200 IBM shares in Q1 2026, an estimated $54.1K.
- IBM made up 0.24% of Harbor Advisory Corp's portfolio in Q1 2026, its #57 holding.
- Harbor Advisory Corp first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Harbor Advisory Corp's IBM position peaked at $899K in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.