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Harper Investing’s IBM IBM Stock Holding History

Harper Investing’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 		$230K Sell
818
-56
-6% -$14.1K 0.08% 80
2026
Q1 		$212K Buy
874
+73
+9% +$19.8K 0.09% 73
2025
Q4 		$237K Sell
801
-11
-1% -$3.29K 0.1% 59
2025
Q3 		$229K Buy
812
+20
+3% +$5.24K 0.11% 58
2025
Q2 		$234K Buy
+792
New +$204K 0.13% 56

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Harper Investing's IBM Position: Q2 2026 in Review

Harper Investing reduced its IBM (IBM) stake by 6.4% in Q2 2026, selling an estimated $14.1K and leaving 818 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #80.

Harper Investing first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $237K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Harper Investing held 818 shares of IBM worth $230K as of Q2 2026.
  • Harper Investing sold 56 IBM shares in Q2 2026, an estimated $14.1K.
  • IBM made up 0.08% of Harper Investing's portfolio in Q2 2026, its #80 holding.
  • Harper Investing first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Harper Investing's IBM position peaked at $237K in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.