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Harvey Investment Company’s IBM IBM Stock Holding History

Harvey Investment Company’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 		$810K Hold
2,882
– – 0.09% 69
2026
Q1 		$699K Hold
2,882
– – 0.08% 72
2025
Q4 		$854K Hold
2,882
– – 0.09% 68
2025
Q3 		$813K Hold
2,882
– – 0.09% 72
2025
Q2 		$850K Hold
2,882
– – 0.09% 70
2025
Q1 		$717K Hold
2,882
– – 0.08% 71
2024
Q4 		$634K Hold
2,882
– – 0.07% 73
2024
Q3 		$637K Hold
2,882
– – 0.07% 72
2024
Q2 		$498K Hold
2,882
– – 0.06% 78
2024
Q1 		$550K Sell
2,882
-50
-2% -$9.12K 0.06% 77
2023
Q4 		$480K Hold
2,932
– – 0.06% 78
2023
Q3 		$411K Hold
2,932
– – 0.05% 78
2023
Q2 		$392K Hold
2,932
– – 0.05% 78
2023
Q1 		$384K Hold
2,932
– – 0.05% 79
2022
Q4 		$413K Hold
2,932
– – 0.05% 78
2022
Q3 		$348K Sell
2,932
-200
-6% -$26.2K 0.05% 80
2022
Q2 		$442K Hold
3,132
– – 0.06% 75
2022
Q1 		$407K Hold
3,132
– – 0.05% 79
2021
Q4 		$419K Sell
3,132
-144
-4% -$18.1K 0.05% 78
2021
Q3 		$435K Sell
3,276
-288
-8% -$38.5K 0.06% 77
2021
Q2 		$499K Sell
3,564
-1,025
-22% -$140K 0.07% 75
2021
Q1 		$585K Sell
4,589
-303
-6% -$36.3K 0.08% 70
2020
Q4 		$589K Hold
4,892
– – 0.08% 69
2020
Q3 		$569K Hold
4,892
– – 0.09% 68
2020
Q2 		$565K Sell
4,892
-73
-1% -$8.48K 0.1% 69
2020
Q1 		$527K Hold
4,965
– – 0.1% 69
2019
Q4 		$636K Hold
4,965
– – 0.1% 64
2019
Q3 		$690K Hold
4,965
– – 0.11% 63
2019
Q2 		$655K Hold
4,965
– – 0.11% 61
2019
Q1 		$670K Sell
4,965
-335
-6% -$42.7K 0.12% 58
2018
Q4 		$576K Buy
5,300
+837
+19% +$100K 0.11% 61
2018
Q3 		$645K Hold
4,463
– – 0.11% 62
2018
Q2 		$596K Hold
4,463
– – 0.11% 63
2018
Q1 		$655K Sell
4,463
-298
-6% -$45.1K 0.12% 61
2017
Q4 		$698K Hold
4,761
– – 0.13% 61
2017
Q3 		$660K Sell
4,761
-1,256
-21% -$175K 0.13% 59
2017
Q2 		$885K Hold
6,017
– – 0.18% 55
2017
Q1 		$1M Sell
6,017
-125
-2% -$21K 0.21% 55
2016
Q4 		$975K Hold
6,142
– – 0.21% 56
2016
Q3 		$933K Hold
6,142
– – 0.2% 56
2016
Q2 		$891K Hold
6,142
– – 0.19% 56
2016
Q1 		$889K Sell
6,142
-79
-1% -$10.1K 0.2% 56
2015
Q4 		$818K Sell
6,221
-25
-0.4% -$3.36K 0.19% 58
2015
Q3 		$866K Sell
6,246
-759
-11% -$112K 0.21% 58
2015
Q2 		$1.09M Sell
7,005
-105
-1% -$16.9K 0.25% 55
2015
Q1 		$1.09M Sell
7,110
-272
-4% -$41.3K 0.26% 54
2014
Q4 		$1.13M Hold
7,382
– – 0.26% 51
2014
Q3 		$1.34M Buy
7,382
+157
+2% +$28.6K 0.34% 49
2014
Q2 		$1.25M Buy
7,225
+659
+10% +$119K 0.31% 50
2014
Q1 		$1.21M Buy
6,566
+288
+5% +$50.7K 0.31% 49
2013
Q4 		$1.13M Hold
6,278
– – 0.3% 51
2013
Q3 		$1.11M Hold
6,278
– – 0.31% 50
2013
Q2 		$1.15M Buy
+6,278
New +$1.22M 0.34% 49

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Harvey Investment Company's IBM Position: Q2 2026 in Review

Harvey Investment Company held its IBM (IBM) position steady in Q2 2026 at 2,882 shares worth $810K. The position accounts for 0.09% of the portfolio, ranked #69.

Harvey Investment Company first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.34M in Q3 2014. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Harvey Investment Company held 2,882 shares of IBM worth $810K as of Q2 2026.
  • Harvey Investment Company left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.09% of Harvey Investment Company's portfolio in Q2 2026, its #69 holding.
  • Harvey Investment Company first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Harvey Investment Company's IBM position peaked at $1.34M in Q3 2014.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.