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Harvest Investment Services’s IBM IBM Stock Holding History

Harvest Investment 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 		$437K Buy
1,555
+681
+78% +$172K 0.07% 256
2026
Q1 		$212K Sell
874
-307
-26% -$83.1K 0.04% 326
2025
Q4 		$350K Buy
1,181
+217
+23% +$65K 0.07% 244
2025
Q3 		$272K Buy
964
+150
+18% +$39.3K 0.05% 267
2025
Q2 		$240K Buy
+814
New +$210K 0.05% 274

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 $3.38T AUM 44.17% 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

Harvest Investment Services's IBM Position: Q2 2026 in Review

Harvest Investment Services increased its IBM (IBM) stake by 78% in Q2 2026, buying an estimated $172K and bringing the position to 1,555 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #256.

Harvest Investment Services first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Harvest Investment Services held 1,555 shares of IBM worth $437K as of Q2 2026.
  • Harvest Investment Services bought 681 IBM shares in Q2 2026, an estimated $172K.
  • IBM made up 0.07% of Harvest Investment Services's portfolio in Q2 2026, its #256 holding.
  • Harvest Investment Services first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.