Harper Investing
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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
Q3 		– Sell
-818
Closed -$230K – 87
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Harper Investing's IBM Position: Q3 2026 in Review

Harper Investing sold out of IBM (IBM) in Q3 2026, closing a stake of 818 shares — an estimated $230K sold.

Harper Investing first reported a position in IBM in Q2 2025 and held it in 5 quarters. The position peaked at $237K in Q4 2025. 1,204 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Harper Investing reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Harper Investing sold 818 IBM shares in Q3 2026, an estimated $230K.
  • Harper Investing first reported a position in IBM in Q2 2025 and held it in 5 quarters.
  • Harper Investing's IBM position peaked at $237K in Q4 2025.
  • 1,204 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.