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Chad R. Baker’s IBM IBM Stock Holding History

Chad R. Baker’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 		$6.44M Buy
22,885
+6,625
+41% +$1.67M 1.04% 33
2026
Q1 		$3.94M Buy
16,260
+5,285
+48% +$1.43M 0.74% 37
2025
Q4 		$3.31M Buy
10,975
+4,430
+68% +$1.33M 0.59% 36
2025
Q3 		$1.85M Buy
+6,545
New +$1.71M 0.32% 48

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Chad R. Baker's IBM Position: Q2 2026 in Review

Chad R. Baker increased its IBM (IBM) stake by 41% in Q2 2026, buying an estimated $1.67M and bringing the position to 22,885 shares worth $6.44M. The position accounts for 1.04% of the portfolio, ranked #33.

Chad R. Baker first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Chad R. Baker held 22,885 shares of IBM worth $6.44M as of Q2 2026.
  • Chad R. Baker bought 6,625 IBM shares in Q2 2026, an estimated $1.67M.
  • IBM made up 1.04% of Chad R. Baker's portfolio in Q2 2026, its #33 holding.
  • Chad R. Baker first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.