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Chase Investment Counsel’s IBM IBM Stock Holding History

Chase Investment Counsel’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 		$750K Hold
2,668
– – 0.16% 89
2026
Q1 		$646K Hold
2,668
– – 0.17% 95
2025
Q4 		$790K Sell
2,668
-16
-0.6% -$4.79K 0.22% 83
2025
Q3 		$757K Buy
+2,684
New +$703K 0.22% 74
2024
Q2 		– Sell
-4,212
Closed -$804K – 136
2024
Q1 		$804K Buy
+4,212
New +$768K 0.3% 80

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 $3.38T AUM 44.17% 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

Chase Investment Counsel's IBM Position: Q2 2026 in Review

Chase Investment Counsel held its IBM (IBM) position steady in Q2 2026 at 2,668 shares worth $750K. The position accounts for 0.16% of the portfolio, ranked #89.

Chase Investment Counsel first reported a position in IBM in Q1 2024 and has held it in 5 quarters since. The position peaked at $804K in Q1 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Chase Investment Counsel held 2,668 shares of IBM worth $750K as of Q2 2026.
  • Chase Investment Counsel left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.16% of Chase Investment Counsel's portfolio in Q2 2026, its #89 holding.
  • Chase Investment Counsel first reported a position in IBM in Q1 2024 and has held it in 5 quarters since.
  • Chase Investment Counsel's IBM position peaked at $804K in Q1 2024.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.