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Chancellor Financial Group WB’s IBM IBM Stock Holding History

Chancellor Financial Group WB’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 		$664K Buy
2,361
+694
+42% +$175K 0.41% 51
2026
Q1 		$404K Buy
1,667
+400
+32% +$108K 0.29% 71
2025
Q4 		$375K Buy
1,267
+100
+9% +$29.9K 0.25% 78
2025
Q3 		$329K Buy
1,167
+140
+14% +$36.6K 0.23% 84
2025
Q2 		$303K Buy
+1,027
New +$265K 0.23% 90

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chancellor Financial Group WB's IBM Position: Q2 2026 in Review

Chancellor Financial Group WB increased its IBM (IBM) stake by 42% in Q2 2026, buying an estimated $175K and bringing the position to 2,361 shares worth $664K. The position accounts for 0.41% of the portfolio, ranked #51.

Chancellor Financial Group WB first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Chancellor Financial Group WB held 2,361 shares of IBM worth $664K as of Q2 2026.
  • Chancellor Financial Group WB bought 694 IBM shares in Q2 2026, an estimated $175K.
  • IBM made up 0.41% of Chancellor Financial Group WB's portfolio in Q2 2026, its #51 holding.
  • Chancellor Financial Group WB first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.