Harold Davidson & Associates’s IBM IBM Stock Holding History

Harold Davidson & Associates’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	$443K	Buy	1,575 +35	+2%	+$8.82K	0.19%	48
2026 Q1	$373K	Hold	1,540	–	–	0.18%	54
2025 Q4	$456K	Hold	1,540	–	–	0.2%	53
2025 Q3	$435K	Buy	+1,540	New	+$403K	0.2%	54
2025 Q2	–	Sell	-1,540	Closed	-$383K	–	64
2025 Q1	$383K	Hold	1,540	–	–	0.21%	48
2024 Q4	$339K	Buy	+1,540	New	+$343K	0.16%	57

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

Harold Davidson & Associates's IBM Position: Q2 2026 in Review

Harold Davidson & Associates increased its IBM (IBM) stake by 2.3% in Q2 2026, buying an estimated $8.82K and bringing the position to 1,575 shares worth $443K. The position accounts for 0.19% of the portfolio, ranked #48.

Harold Davidson & Associates first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Harold Davidson & Associates held 1,575 shares of IBM worth $443K as of Q2 2026.
Harold Davidson & Associates bought 35 IBM shares in Q2 2026, an estimated $8.82K.
IBM made up 0.19% of Harold Davidson & Associates's portfolio in Q2 2026, its #48 holding.
Harold Davidson & Associates first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
Harold Davidson & Associates's IBM position peaked at $456K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.