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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Investment Services's IBM Position: Q1 2026 in Review

Harvest Investment Services reduced its IBM (IBM) stake by 26% in Q1 2026, selling an estimated $83.1K and leaving 874 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #326.

Harvest Investment Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $350K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Harvest Investment Services held 874 shares of IBM worth $212K as of Q1 2026.
  • Harvest Investment Services sold 307 IBM shares in Q1 2026, an estimated $83.1K.
  • IBM made up 0.04% of Harvest Investment Services's portfolio in Q1 2026, its #326 holding.
  • Harvest Investment Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Harvest Investment Services's IBM position peaked at $350K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.