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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Chatterton & Associates's IBM Position: Q2 2026 in Review

Chatterton & Associates reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $83.6K and leaving 1,317 shares worth $389K. The position accounts for 0.23% of the portfolio, ranked #65.

Chatterton & Associates first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $577K in Q4 2025. 2,289 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Chatterton & Associates held 1,317 shares of IBM worth $389K as of Q2 2026.
  • Chatterton & Associates sold 332 IBM shares in Q2 2026, an estimated $83.6K.
  • IBM made up 0.23% of Chatterton & Associates's portfolio in Q2 2026, its #65 holding.
  • Chatterton & Associates first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's IBM position peaked at $577K in Q4 2025.
  • 2,289 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.