Harbour Trust & Investment Management’s IBM IBM Stock Holding History

Harbour Trust & Investment Management’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	$827K	Sell	2,940 -57	-2%	-$14.4K	0.08%	95
2026 Q1	$726K	Hold	2,997	–	–	0.08%	99
2025 Q4	$888K	Sell	2,997 -8	-0.3%	-$2.4K	0.09%	88
2025 Q3	$848K	Sell	3,005 -24	-0.8%	-$6.28K	0.09%	94
2025 Q2	$893K	Sell	3,029 -18	-0.6%	-$4.64K	0.1%	94
2025 Q1	$758K	Hold	3,047	–	–	0.09%	99
2024 Q4	$670K	Sell	3,047 -20	-0.7%	-$4.45K	0.08%	102
2024 Q3	$678K	Sell	3,067 -257	-8%	-$50.4K	0.08%	105
2024 Q2	$575K	Sell	3,324 -295	-8%	-$51.3K	0.07%	110
2024 Q1	$691K	Sell	3,619 -85	-2%	-$15.5K	0.09%	104
2023 Q4	$606K	Buy	+3,704	New	+$560K	0.09%	105

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Harbour Trust & Investment Management's IBM Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its IBM (IBM) stake by 1.9% in Q2 2026, selling an estimated $14.4K and leaving 2,940 shares worth $827K. The position accounts for 0.08% of the portfolio, ranked #95.

Harbour Trust & Investment Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $893K in Q2 2025. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Harbour Trust & Investment Management held 2,940 shares of IBM worth $827K as of Q2 2026.
Harbour Trust & Investment Management sold 57 IBM shares in Q2 2026, an estimated $14.4K.
IBM made up 0.08% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #95 holding.
Harbour Trust & Investment Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's IBM position peaked at $893K in Q2 2025.
1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.