Harel Insurance Investments & Financial Services’s IBM IBM Stock Holding History

Harel Insurance Investments & Financial Services’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	$169K	Sell	600 -250	-29%	-$63K	﹤0.01%	350
2026 Q1	$206K	Buy	+850	New	+$230K	﹤0.01%	302
2025 Q4	–	Sell	-2,800	Closed	-$788K	–	446
2025 Q3	$788K	Buy	+2,800	New	+$733K	0.01%	206
2025 Q2	–	Sell	-182	Closed	-$45K	–	461
2025 Q1	$45K	Buy	+182	New	+$44.5K	﹤0.01%	373
2024 Q2	–	Sell	-1,662	Closed	-$317K	–	559
2024 Q1	$317K	Sell	1,662 -9,338	-85%	-$1.7M	0.01%	203
2023 Q4	$1.8M	Hold	11,000	–	–	0.03%	140
2023 Q3	$1.54M	Buy	11,000 +10,750	+4,300%	+$1.53M	0.03%	140
2023 Q2	$34K	Buy	+250	New	+$32.3K	﹤0.01%	522
2022 Q1	–	Sell	-4,555	Closed	-$609K	–	757
2021 Q4	$609K	Buy	+4,555	New	+$571K	0.01%	241
2021 Q3	–	Sell	-3,333	Closed	-$1.52M	–	734
2021 Q2	$1.52M	Buy	3,333 +238	+8%	+$32.5K	0.03%	253
2021 Q1	$1.32M	Buy	3,095 +329	+12%	+$39.4K	0.02%	310
2020 Q4	$1.07M	Sell	2,766 -1,685	-38%	-$195K	0.03%	274
2020 Q3	$518K	Buy	4,451 +2,359	+113%	+$278K	0.02%	194
2020 Q2	$242K	Sell	2,092 -2,097	-50%	-$244K	0.01%	226
2020 Q1	$444K	Buy	4,189 +1,001	+31%	+$127K	0.02%	107
2019 Q4	$409K	Sell	3,188 -6,205	-66%	-$806K	0.02%	144
2019 Q3	$1.31M	Buy	9,393 +6,987	+290%	+$942K	0.08%	62
2019 Q2	$317K	Buy	2,406 +1,778	+283%	+$234K	0.02%	156
2019 Q1	$85K	Buy	+628	New	+$80.1K	0.01%	209
2018 Q1	–	Sell	-1,569	Closed	-$230K	–	468
2017 Q4	$230K	Buy	1,569 +1,207	+333%	+$176K	0.01%	199
2017 Q3	$50K	Hold	362	–	–	﹤0.01%	290
2017 Q2	$53K	Hold	362	–	–	﹤0.01%	290
2017 Q1	$59K	Buy	+362	New	+$60.7K	0.01%	254
2016 Q3	–	Sell	-1,089	Closed	-$158K	–	568
2016 Q2	$158K	Buy	+1,089	New	+$156K	0.02%	188

Other funds holding IBM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IBM Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its IBM (IBM) stake by 29% in Q2 2026, selling an estimated $63K and leaving 600 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Harel Insurance Investments & Financial Services first reported a position in IBM in Q2 2016 and has held it in 24 quarters since. The position peaked at $1.8M in Q4 2023. 2,237 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Harel Insurance Investments & Financial Services held 600 shares of IBM worth $169K as of Q2 2026.
Harel Insurance Investments & Financial Services sold 250 IBM shares in Q2 2026, an estimated $63K.
IBM made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #350 holding.
Harel Insurance Investments & Financial Services first reported a position in IBM in Q2 2016 and has held it in 24 quarters since.
Harel Insurance Investments & Financial Services's IBM position peaked at $1.8M in Q4 2023.
2,237 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.