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Harvest Portfolios Group’s IBM IBM Stock Holding History

Harvest Portfolios Group’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 		$468K Buy
1,666
+155
+10% +$39.1K 0.01% 239
2026
Q1 		$366K Buy
1,511
+326
+28% +$88.2K 0.01% 237
2025
Q4 		$351K Sell
1,185
-438
-27% -$131K 0.01% 242
2025
Q3 		$458K Buy
1,623
+310
+24% +$81.1K 0.01% 229
2025
Q2 		$387K Sell
1,313
-808
-38% -$208K 0.01% 223
2025
Q1 		$527K Sell
2,121
-1,656
-44% -$405K 0.02% 204
2024
Q4 		$830K Buy
3,777
+1,100
+41% +$245K 0.03% 188
2024
Q3 		$592K Sell
2,677
-471
-15% -$92.4K 0.02% 205
2024
Q2 		$544K Sell
3,148
-419
-12% -$72.8K 0.02% 188
2024
Q1 		$681K Buy
3,567
+500
+16% +$91.2K 0.03% 160
2023
Q4 		$502K Sell
3,067
-751
-20% -$113K 0.02% 178
2023
Q3 		$536K Sell
3,818
-109
-3% -$15.5K 0.03% 160
2023
Q2 		$525K Sell
3,927
-7
-0.2% -$903 0.02% 176
2023
Q1 		$516K Buy
3,934
+309
+9% +$41.3K 0.03% 180
2022
Q4 		$511K Buy
+3,625
New +$500K 0.03% 144

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 Portfolios Group's IBM Position: Q2 2026 in Review

Harvest Portfolios Group increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,666 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #239.

Harvest Portfolios Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $830K in Q4 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Harvest Portfolios Group held 1,666 shares of IBM worth $468K as of Q2 2026.
  • Harvest Portfolios Group bought 155 IBM shares in Q2 2026, an estimated $39.1K.
  • IBM made up 0.01% of Harvest Portfolios Group's portfolio in Q2 2026, its #239 holding.
  • Harvest Portfolios Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's IBM position peaked at $830K in Q4 2024.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.