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Harbor Investment Advisory’s IBM IBM Stock Holding History

Harbor Investment Advisory’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
Q2 		$1.93M Sell
6,855
-1,644
-19% -$414K 0.13% 125
2026
Q1 		$2.06M Sell
8,499
-1,275
-13% -$345K 0.16% 106
2025
Q4 		$2.9M Buy
9,774
+797
+9% +$239K 0.22% 85
2025
Q3 		$2.53M Buy
8,977
+2,677
+42% +$701K 0.21% 85
2025
Q2 		$1.86M Buy
6,300
+271
+4% +$69.8K 0.17% 107
2025
Q1 		$1.5M Buy
6,029
+318
+6% +$77.8K 0.15% 115
2024
Q4 		$1.26M Sell
5,711
-147
-3% -$32.7K 0.12% 129
2024
Q3 		$1.3M Sell
5,858
-155
-3% -$30.4K 0.13% 132
2024
Q2 		$1.04M Sell
6,013
-193
-3% -$33.5K 0.11% 140
2024
Q1 		$1.19M Buy
6,206
+293
+5% +$53.5K 0.12% 133
2023
Q4 		$967K Buy
5,913
+2
+0% +$302 0.11% 144
2023
Q3 		$829K Sell
5,911
-597
-9% -$84.9K 0.11% 153
2023
Q2 		$871K Buy
6,508
+49
+0.8% +$6.32K 0.12% 153
2023
Q1 		$847K Buy
6,459
+263
+4% +$35.2K 0.13% 153
2022
Q4 		$873K Sell
6,196
-317
-5% -$43.7K 0.14% 145
2022
Q3 		$774K Buy
6,513
+97
+2% +$12.7K 0.13% 144
2022
Q2 		$906K Buy
6,416
+50
+0.8% +$6.75K 0.15% 127
2022
Q1 		$828K Sell
6,366
-119
-2% -$15.5K 0.11% 157
2021
Q4 		$867K Buy
6,485
+163
+3% +$20.4K 0.11% 155
2021
Q3 		$840K Hold
6,322
– – 0.11% 154
2021
Q2 		$886K Buy
6,322
+372
+6% +$50.9K 0.12% 148
2021
Q1 		$758K Sell
5,950
-148
-2% -$17.7K 0.11% 152
2020
Q4 		$734K Sell
6,098
-181
-3% -$20.9K 0.12% 147
2020
Q3 		$730K Buy
6,279
+731
+13% +$86.1K 0.14% 126
2020
Q2 		$641K Buy
5,548
+50
+0.9% +$5.81K 0.14% 128
2020
Q1 		$583K Sell
5,498
-230
-4% -$29.1K 0.16% 117
2019
Q4 		$734K Buy
+5,728
New +$744K 0.17% 119

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Harbor Investment Advisory's IBM Position: Q2 2026 in Review

Harbor Investment Advisory reduced its IBM (IBM) stake by 19% in Q2 2026, selling an estimated $414K and leaving 6,855 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #125.

Harbor Investment Advisory first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.9M in Q4 2025. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Harbor Investment Advisory held 6,855 shares of IBM worth $1.93M as of Q2 2026.
  • Harbor Investment Advisory sold 1,644 IBM shares in Q2 2026, an estimated $414K.
  • IBM made up 0.13% of Harbor Investment Advisory's portfolio in Q2 2026, its #125 holding.
  • Harbor Investment Advisory first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's IBM position peaked at $2.9M in Q4 2025.
  • 1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.