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3Chopt Investment Partners’s IBM IBM Stock Holding History

3Chopt Investment 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
2026
Q2 		$821K Buy
2,918
+169
+6% +$42.6K 0.15% 117
2026
Q1 		$666K Sell
2,749
-176
-6% -$47.6K 0.15% 116
2025
Q4 		$866K Buy
2,925
+115
+4% +$34.4K 0.19% 98
2025
Q3 		$793K Sell
2,810
-119
-4% -$31.1K 0.18% 102
2025
Q2 		$863K Buy
2,929
+69
+2% +$17.8K 0.21% 94
2025
Q1 		$711K Buy
+2,860
New +$700K 0.19% 108
2024
Q3 		– Sell
-2,286
Closed -$395K – 118
2024
Q2 		$395K Buy
+2,286
New +$397K 0.12% 139
2023
Q1 		– Sell
-551
Closed -$77.6K – 199
2022
Q4 		$77.6K Buy
+551
New +$76K 0.04% 177

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

3Chopt Investment Partners's IBM Position: Q2 2026 in Review

3Chopt Investment Partners increased its IBM (IBM) stake by 6.1% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,918 shares worth $821K. The position accounts for 0.15% of the portfolio, ranked #117.

3Chopt Investment Partners first reported a position in IBM in Q4 2022 and has held it in 8 quarters since. The position peaked at $866K in Q4 2025. 1,843 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • 3Chopt Investment Partners held 2,918 shares of IBM worth $821K as of Q2 2026.
  • 3Chopt Investment Partners bought 169 IBM shares in Q2 2026, an estimated $42.6K.
  • IBM made up 0.15% of 3Chopt Investment Partners's portfolio in Q2 2026, its #117 holding.
  • 3Chopt Investment Partners first reported a position in IBM in Q4 2022 and has held it in 8 quarters since.
  • 3Chopt Investment Partners's IBM position peaked at $866K in Q4 2025.
  • 1,843 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.