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Chapin Davis’s IBM IBM Stock Holding History

Chapin Davis’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
Q3 		$617K Buy
2,808
+911
+48% +$216K 0.12% 126
2026
Q2 		$533K Sell
1,897
-200
-10% -$50.4K 0.09% 140
2026
Q1 		$508K Buy
2,097
+1
+0% +$271 0.11% 154
2025
Q4 		$621K Sell
2,096
-100
-5% -$29.9K 0.15% 129
2025
Q3 		$620K Buy
2,196
+1,026
+88% +$269K 0.15% 128
2025
Q2 		$345K Hold
1,170
– – 0.1% 169
2025
Q1 		$291K Buy
1,170
+99
+9% +$24.2K 0.1% 167
2024
Q4 		$237K Hold
1,071
– – 0.08% 195
2024
Q3 		$237K Buy
+1,071
New +$210K 0.08% 196
2024
Q2 		– Sell
-1,071
Closed -$205K – 238
2024
Q1 		$205K Buy
+1,071
New +$195K 0.07% 215
2023
Q2 		– Sell
-2,851
Closed -$374K – 232
2023
Q1 		$374K Buy
2,851
+1,040
+57% +$139K 0.19% 132
2022
Q4 		$255K Buy
+1,811
New +$250K 0.15% 153

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Chapin Davis's IBM Position: Q3 2026 in Review

Chapin Davis increased its IBM (IBM) stake by 48% in Q3 2026, buying an estimated $216K and bringing the position to 2,808 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #126.

Chapin Davis first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $621K in Q4 2025. 169 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Chapin Davis held 2,808 shares of IBM worth $617K as of Q3 2026.
  • Chapin Davis bought 911 IBM shares in Q3 2026, an estimated $216K.
  • IBM made up 0.12% of Chapin Davis's portfolio in Q3 2026, its #126 holding.
  • Chapin Davis first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
  • Chapin Davis's IBM position peaked at $621K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.