K.J. Harrison & Partners’s IBM IBM Stock Holding History

K.J. Harrison & Partners’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
2024 Q4	–	Sell	-7,000	Closed	-$1.62M	–	212
2024 Q3	$1.62M	Buy	+7,000	New	+$1.37M	0.24%	97
2017 Q3	–	Sell	-1,778	Closed	-$262K	–	177
2017 Q2	$262K	Sell	1,778 -267	-13%	-$40.3K	0.1%	144
2017 Q1	$340K	Buy	2,045 +7	+0.3%	+$1.17K	0.14%	138
2016 Q4	$323K	Hold	2,038	–	–	0.13%	174
2016 Q3	$309K	Hold	2,038	–	–	0.15%	162
2016 Q2	$296K	Hold	2,038	–	–	0.16%	145
2016 Q1	$295K	Hold	2,038	–	–	0.16%	133
2015 Q4	$268K	Hold	2,038	–	–	0.12%	134
2015 Q3	$282K	Hold	2,038	–	–	0.14%	121
2015 Q2	$317K	Sell	2,038 -1,668	-45%	-$268K	0.09%	154
2015 Q1	$569K	Sell	3,706 -60	-2%	-$9.1K	0.17%	124
2014 Q4	$578K	Buy	3,766 +107	+3%	+$17K	0.17%	105
2014 Q3	$664K	Hold	3,659	–	–	0.19%	102
2014 Q2	$634K	Hold	3,659	–	–	0.18%	107
2014 Q1	$670K	Hold	3,659	–	–	0.2%	105
2013 Q4	$698K	Buy	3,659 +157	+4%	+$27.1K	0.21%	98
2013 Q3	$620K	Hold	3,502	–	–	0.23%	90
2013 Q2	$640K	Buy	+3,502	New	+$682K	0.26%	85

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

K.J. Harrison & Partners's IBM Position: Q4 2024 in Review

K.J. Harrison & Partners sold out of IBM (IBM) in Q4 2024, closing a stake of 7,000 shares — an estimated $1.62M sold.

K.J. Harrison & Partners first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $1.62M in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

K.J. Harrison & Partners reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
K.J. Harrison & Partners sold 7,000 IBM shares in Q4 2024, an estimated $1.62M.
K.J. Harrison & Partners first reported a position in IBM in Q2 2013 and held it in 18 quarters.
K.J. Harrison & Partners's IBM position peaked at $1.62M in Q3 2024.
3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on K.J. Harrison & Partners's 13F filing for Q4 2024, filed 5 Feb 2025.