Chatterton & Associates
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Chatterton & Associates’s IBM IBM Stock Holding History

Chatterton & Associates’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 		$295K Buy
1,343
+26
+2% +$6.17K 0.13% 83
2026
Q2 		$389K Sell
1,317
-332
-20% -$83.6K 0.23% 65
2026
Q1 		$391K Sell
1,649
-300
-15% -$81.2K 0.27% 62
2025
Q4 		$577K Buy
+1,949
New +$584K 0.49% 44

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Chatterton & Associates's IBM Position: Q3 2026 in Review

Chatterton & Associates increased its IBM (IBM) stake by 2% in Q3 2026, buying an estimated $6.17K and bringing the position to 1,343 shares worth $295K. The position accounts for 0.13% of the portfolio, ranked #83.

Chatterton & Associates first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $577K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Chatterton & Associates held 1,343 shares of IBM worth $295K as of Q3 2026.
  • Chatterton & Associates bought 26 IBM shares in Q3 2026, an estimated $6.17K.
  • IBM made up 0.13% of Chatterton & Associates's portfolio in Q3 2026, its #83 holding.
  • Chatterton & Associates first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Chatterton & Associates's IBM position peaked at $577K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.