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CHB Investment Group’s IBM IBM Stock Holding History

CHB Investment 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
2025
Q2 		$255K Sell
866
-300
-26% -$77.3K 0.13% 66
2025
Q1 		$290K Hold
1,166
– – 0.15% 66
2024
Q4 		$256K Hold
1,166
– – 0.14% 69
2024
Q3 		$258K Buy
+1,166
New +$229K 0.14% 68

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CHB Investment Group's IBM Position: Q2 2025 in Review

CHB Investment Group reduced its IBM (IBM) stake by 26% in Q2 2025, selling an estimated $77.3K and leaving 866 shares worth $255K. The position accounts for 0.13% of the portfolio, ranked #66.

CHB Investment Group first reported a position in IBM in Q3 2024 and has held it in 4 quarters since. The position peaked at $290K in Q1 2025. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • CHB Investment Group held 866 shares of IBM worth $255K as of Q2 2025.
  • CHB Investment Group sold 300 IBM shares in Q2 2025, an estimated $77.3K.
  • IBM made up 0.13% of CHB Investment Group's portfolio in Q2 2025, its #66 holding.
  • CHB Investment Group first reported a position in IBM in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's IBM position peaked at $290K in Q1 2025.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.