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Harmony Asset Management’s IBM IBM Stock Holding History

Harmony Asset 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 		$5.27M Sell
18,750
-66
-0.4% -$16.6K 1.42% 15
2026
Q1 		$4.56M Buy
18,816
+1,057
+6% +$286K 1.39% 12
2025
Q4 		$5.26M Buy
17,759
+12,446
+234% +$3.73M 1.76% 10
2025
Q3 		$1.5M Buy
5,313
+1,629
+44% +$426K 0.52% 55
2025
Q2 		$1.09M Buy
3,684
+630
+21% +$162K 0.41% 66
2025
Q1 		$759K Hold
3,054
– – 0.32% 81
2024
Q4 		$671K Sell
3,054
-170
-5% -$37.9K 0.27% 85
2024
Q3 		$713K Sell
3,224
-460
-12% -$90.2K 0.26% 77
2024
Q2 		$637K Buy
3,684
+1,343
+57% +$233K 0.27% 79
2024
Q1 		$447K Sell
2,341
-130
-5% -$23.7K 0.18% 94
2023
Q4 		$404K Buy
+2,471
New +$373K 0.17% 93

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harmony Asset Management's IBM Position: Q2 2026 in Review

Harmony Asset Management reduced its IBM (IBM) stake by 0.35% in Q2 2026, selling an estimated $16.6K and leaving 18,750 shares worth $5.27M. The position accounts for 1.42% of the portfolio, ranked #15.

Harmony Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Harmony Asset Management held 18,750 shares of IBM worth $5.27M as of Q2 2026.
  • Harmony Asset Management sold 66 IBM shares in Q2 2026, an estimated $16.6K.
  • IBM made up 1.42% of Harmony Asset Management's portfolio in Q2 2026, its #15 holding.
  • Harmony Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.