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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Portfolios Group's IBM Position: Q1 2026 in Review

Harvest Portfolios Group increased its IBM (IBM) stake by 28% in Q1 2026, buying an estimated $88.2K and bringing the position to 1,511 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #237.

Harvest Portfolios Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $830K in Q4 2024. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Harvest Portfolios Group held 1,511 shares of IBM worth $366K as of Q1 2026.
Harvest Portfolios Group bought 326 IBM shares in Q1 2026, an estimated $88.2K.
IBM made up 0.01% of Harvest Portfolios Group's portfolio in Q1 2026, its #237 holding.
Harvest Portfolios Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Harvest Portfolios Group's IBM position peaked at $830K in Q4 2024.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.