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Haverford Trust Company’s IBM IBM Stock Holding History

Haverford Trust 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
Q1 		$4.26M Buy
17,585
+79
+0.5% +$21.4K 0.04% 128
2025
Q4 		$5.19M Buy
17,506
+1,032
+6% +$309K 0.05% 119
2025
Q3 		$4.65M Sell
16,474
-1,489
-8% -$390K 0.04% 121
2025
Q2 		$5.3M Sell
17,963
-339
-2% -$87.3K 0.05% 120
2025
Q1 		$4.55M Sell
18,302
-357
-2% -$87.3K 0.05% 125
2024
Q4 		$4.1M Buy
18,659
+525
+3% +$117K 0.04% 128
2024
Q3 		$4.01M Buy
18,134
+1
+0% +$196 0.04% 133
2024
Q2 		$3.14M Buy
18,133
+6,367
+54% +$1.11M 0.03% 148
2024
Q1 		$2.25M Buy
11,766
+1,155
+11% +$211K 0.02% 166
2023
Q4 		$1.74M Buy
10,611
+994
+10% +$150K 0.02% 175
2023
Q3 		$1.35M Sell
9,617
-339
-3% -$48.2K 0.02% 182
2023
Q2 		$1.33M Sell
9,956
-164
-2% -$21.2K 0.02% 185
2023
Q1 		$1.33M Sell
10,120
-74
-0.7% -$9.9K 0.02% 175
2022
Q4 		$1.44M Sell
10,194
-2,560
-20% -$353K 0.02% 165
2022
Q3 		$1.51M Sell
12,754
-583
-4% -$76.5K 0.02% 154
2022
Q2 		$1.88M Buy
13,337
+1,063
+9% +$143K 0.02% 148
2022
Q1 		$1.6M Sell
12,274
-1,245
-9% -$162K 0.02% 161
2021
Q4 		$1.81M Sell
13,519
-5,740
-30% -$720K 0.02% 158
2021
Q3 		$2.56M Sell
19,259
-135,969
-88% -$18.2M 0.03% 141
2021
Q2 		$21.8M Sell
155,228
-1,723
-1% -$236K 0.26% 65
2021
Q1 		$20M Buy
156,951
+132,739
+548% +$15.9M 0.26% 62
2020
Q4 		$2.91M Buy
24,212
+175
+0.7% +$20.2K 0.04% 110
2020
Q3 		$2.8M Buy
24,037
+2,424
+11% +$285K 0.04% 107
2020
Q2 		$2.5M Sell
21,613
-599
-3% -$69.6K 0.04% 110
2020
Q1 		$2.36M Sell
22,212
-145
-0.6% -$18.3K 0.05% 107
2019
Q4 		$2.87M Buy
22,357
+335
+2% +$43.5K 0.05% 110
2019
Q3 		$3.06M Buy
22,022
+513
+2% +$69.2K 0.05% 103
2019
Q2 		$2.84M Sell
21,509
-408
-2% -$53.6K 0.05% 107
2019
Q1 		$2.96M Sell
21,917
-2,051
-9% -$261K 0.05% 103
2018
Q4 		$2.6M Sell
23,968
-1,429
-6% -$172K 0.06% 104
2018
Q3 		$3.67M Sell
25,397
-1,022
-4% -$143K 0.07% 92
2018
Q2 		$3.53M Sell
26,419
-2,374
-8% -$331K 0.07% 92
2018
Q1 		$4.22M Sell
28,793
-673
-2% -$102K 0.08% 84
2017
Q4 		$4.32M Buy
29,466
+1,425
+5% +$207K 0.08% 85
2017
Q3 		$3.89M Buy
28,041
+607
+2% +$84.6K 0.08% 82
2017
Q2 		$4.04M Buy
27,434
+250
+0.9% +$37.7K 0.09% 81
2017
Q1 		$4.53M Sell
27,184
-171
-0.6% -$28.7K 0.1% 73
2016
Q4 		$4.34M Sell
27,355
-2,418
-8% -$368K 0.11% 75
2016
Q3 		$4.52M Buy
29,773
+444
+2% +$67.4K 0.11% 74
2016
Q2 		$4.26M Sell
29,329
-941
-3% -$135K 0.11% 78
2016
Q1 		$4.38M Buy
30,270
+277
+0.9% +$35.4K 0.11% 76
2015
Q4 		$3.95M Sell
29,993
-8,968
-23% -$1.2M 0.11% 79
2015
Q3 		$5.4M Buy
38,961
+6,290
+19% +$929K 0.16% 65
2015
Q2 		$5.08M Sell
32,671
-1,245
-4% -$200K 0.14% 68
2015
Q1 		$5.2M Sell
33,916
-6,631
-16% -$1.01M 0.14% 70
2014
Q4 		$6.22M Sell
40,547
-345,960
-90% -$55M 0.17% 72
2014
Q3 		$70.1M Buy
386,507
+5,061
+1% +$922K 2.1% 17
2014
Q2 		$66.1M Buy
381,446
+2,504
+0.7% +$451K 1.94% 21
2014
Q1 		$69.7M Sell
378,942
-39,712
-9% -$6.99M 2.16% 18
2013
Q4 		$75.1M Sell
418,654
-8,887
-2% -$1.53M 2.11% 17
2013
Q3 		$75.7M Buy
427,541
+10,419
+2% +$1.89M 2.75% 15
2013
Q2 		$76.2M Buy
+417,122
New +$81.2M 2.51% 13

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

Haverford Trust Company's IBM Position: Q1 2026 in Review

Haverford Trust Company increased its IBM (IBM) stake by 0.45% in Q1 2026, buying an estimated $21.4K and bringing the position to 17,585 shares worth $4.26M. The position accounts for 0.04% of the portfolio, ranked #128.

Haverford Trust Company first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $76.2M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Haverford Trust Company held 17,585 shares of IBM worth $4.26M as of Q1 2026.
  • Haverford Trust Company bought 79 IBM shares in Q1 2026, an estimated $21.4K.
  • IBM made up 0.04% of Haverford Trust Company's portfolio in Q1 2026, its #128 holding.
  • Haverford Trust Company first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Haverford Trust Company's IBM position peaked at $76.2M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.