Sanders Morris Harris’s IBM IBM Stock Holding History

Sanders Morris Harris’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	–	Sell	-10,417	Closed	-$2.52M	–	165
2026 Q1	$2.52M	Buy	+10,417	New	+$2.82M	0.4%	54
2025 Q3	–	Sell	-900	Closed	-$265K	–	319
2025 Q2	$265K	Hold	900	–	–	0.06%	113
2025 Q1	$224K	Hold	900	–	–	0.03%	242
2024 Q4	$201K	Buy	+900	New	+$200K	0.03%	263
2023 Q3	–	Sell	-3,400	Closed	-$455K	–	266
2023 Q2	$455K	Hold	3,400	–	–	0.1%	149
2023 Q1	$446K	Buy	+3,400	New	+$455K	0.16%	63
2022 Q4	–	Sell	-4,200	Closed	-$499K	–	233
2022 Q3	$499K	Hold	4,200	–	–	0.12%	130
2022 Q2	$593K	Buy	4,200 +100	+2%	+$13.5K	0.13%	118
2022 Q1	$533K	Hold	4,100	–	–	0.1%	157
2021 Q4	$548K	Buy	4,100 +21	+0.5%	+$2.63K	0.09%	160
2021 Q3	$541K	Hold	4,079	–	–	0.1%	154
2021 Q2	$571K	Sell	4,079 -9,937	-71%	-$1.36M	0.11%	155
2021 Q1	$1.79M	Buy	14,016 +104	+0.7%	+$12.4K	0.38%	50
2020 Q4	$1.67M	Hold	13,912	–	–	0.38%	55
2020 Q3	$1.62M	Sell	13,912 -235	-2%	-$27.7K	0.44%	49
2020 Q2	$1.63M	Hold	14,147	–	–	0.79%	23
2020 Q1	$2K	Buy	14,147 +9,058	+178%	+$1.15M	﹤0.01%	133
2019 Q4	$679K	Hold	5,089	–	–	0.15%	140
2019 Q3	$701K	Sell	5,089 -209	-4%	-$28.2K	0.17%	118
2019 Q2	$701K	Buy	5,298 +1,569	+42%	+$206K	0.18%	120
2019 Q1	$503K	Hold	3,729	–	–	0.24%	56
2018 Q4	$405K	Sell	3,729 -366	-9%	-$43.9K	0.22%	62
2018 Q3	$592K	Hold	4,095	–	–	0.28%	58
2018 Q2	$547K	Hold	4,095	–	–	0.25%	62
2018 Q1	$601K	Buy	4,095 +2,526	+161%	+$382K	0.25%	66
2017 Q4	$230K	Sell	1,569 -293	-16%	-$42.6K	0.1%	100
2017 Q3	$258K	Hold	1,862	–	–	0.11%	104
2017 Q2	$274K	Sell	1,862 -52	-3%	-$7.84K	0.11%	94
2017 Q1	$319K	Sell	1,914 -523	-21%	-$87.7K	0.12%	98
2016 Q4	$387K	Hold	2,437	–	–	0.18%	71
2016 Q3	$388K	Sell	2,437 -291	-11%	-$44.2K	0.12%	101
2016 Q2	$396K	Sell	2,728 -22,442	-89%	-$3.21M	0.09%	157
2016 Q1	$3.63M	Buy	+25,170	New	+$3.22M	0.63%	32

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sanders Morris Harris's IBM Position: Q2 2026 in Review

Sanders Morris Harris sold out of IBM (IBM) in Q2 2026, closing a stake of 10,417 shares — an estimated $2.52M sold.

Sanders Morris Harris first reported a position in IBM in Q1 2016 and held it in 33 quarters. The position peaked at $3.63M in Q1 2016. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Sanders Morris Harris reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 10,417 IBM shares in Q2 2026, an estimated $2.52M.
Sanders Morris Harris first reported a position in IBM in Q1 2016 and held it in 33 quarters.
Sanders Morris Harris's IBM position peaked at $3.63M in Q1 2016.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.