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Chapman Financial Group’s IBM IBM Stock Holding History

Chapman Financial Group’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 		$270K Hold
1,229
– – 0.18% 110
2026
Q2 		$346K Hold
1,229
– – 0.23% 96
2026
Q1 		$298K Buy
1,229
+25
+2% +$6.76K 0.21% 104
2025
Q4 		$357K Hold
1,204
– – 0.24% 95
2025
Q3 		$340K Buy
+1,204
New +$315K 0.23% 97

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chapman Financial Group's IBM Position: Q3 2026 in Review

Chapman Financial Group held its IBM (IBM) position steady in Q3 2026 at 1,229 shares worth $270K. The position accounts for 0.18% of the portfolio, ranked #110.

Chapman Financial Group first reported a position in IBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Chapman Financial Group held 1,229 shares of IBM worth $270K as of Q3 2026.
  • Chapman Financial Group left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.18% of Chapman Financial Group's portfolio in Q3 2026, its #110 holding.
  • Chapman Financial Group first reported a position in IBM in Q3 2025 and has held it in 5 quarters since.
  • Chapman Financial Group's IBM position peaked at $357K in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.