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Checchi Capital Advisers’s IBM IBM Stock Holding History

Checchi Capital Advisers’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
Q1 		$2.22M Buy
9,176
+678
+8% +$183K 0.11% 126
2025
Q4 		$2.52M Sell
8,498
-4
-0% -$1.2K 0.13% 108
2025
Q3 		$2.4M Sell
8,502
-971
-10% -$254K 0.12% 112
2025
Q2 		$2.79M Sell
9,473
-332
-3% -$85.5K 0.16% 103
2025
Q1 		$2.44M Buy
9,805
+432
+5% +$106K 0.13% 112
2024
Q4 		$2.06M Buy
9,373
+194
+2% +$43.2K 0.12% 121
2024
Q3 		$2.03M Buy
9,179
+134
+1% +$26.3K 0.11% 119
2024
Q2 		$1.56M Sell
9,045
-235
-3% -$40.8K 0.08% 138
2024
Q1 		$1.77M Buy
9,280
+214
+2% +$39K 0.14% 128
2023
Q4 		$1.48M Buy
9,066
+51
+0.6% +$7.71K 0.12% 142
2023
Q3 		$1.26M Buy
9,015
+977
+12% +$139K 0.12% 146
2023
Q2 		$1.08M Sell
8,038
-691
-8% -$89.2K 0.1% 171
2023
Q1 		$1.14M Buy
8,729
+749
+9% +$100K 0.11% 154
2022
Q4 		$1.12M Sell
7,980
-89
-1% -$12.3K 0.12% 148
2022
Q3 		$959K Sell
8,069
-147
-2% -$19.3K 0.09% 161
2022
Q2 		$1.07M Buy
8,216
+1,212
+17% +$164K 0.09% 156
2022
Q1 		$911K Buy
7,004
+696
+11% +$90.8K 0.08% 170
2021
Q4 		$843K Sell
6,308
-1,216
-16% -$153K 0.07% 173
2021
Q3 		$999K Sell
7,524
-87
-1% -$11.6K 0.1% 140
2021
Q2 		$1.07M Buy
7,611
+449
+6% +$61.4K 0.11% 143
2021
Q1 		$912K Buy
7,162
+112
+2% +$13.4K 0.09% 149
2020
Q4 		$848K Sell
7,050
-1,080
-13% -$125K 0.09% 151
2020
Q3 		$946K Sell
8,130
-919
-10% -$108K 0.1% 126
2020
Q2 		$1.04M Buy
9,049
+307
+4% +$35.7K 0.12% 119
2020
Q1 		$927K Buy
8,742
+1,258
+17% +$159K 0.09% 103
2019
Q4 		$959K Sell
7,484
-1,177
-14% -$153K 0.13% 117
2019
Q3 		$1.2M Buy
8,661
+298
+4% +$40.2K 0.16% 90
2019
Q2 		$1.1M Sell
8,363
-396
-5% -$52K 0.14% 96
2019
Q1 		$1.18M Buy
8,759
+582
+7% +$74.2K 0.14% 89
2018
Q4 		$889K Sell
8,177
-5,002
-38% -$600K 0.11% 102
2018
Q3 		$1.91M Buy
13,179
+1,008
+8% +$141K 0.22% 66
2018
Q2 		$1.63M Buy
12,171
+577
+5% +$80.5K 0.2% 70
2018
Q1 		$1.7M Sell
11,594
-1,171
-9% -$177K 0.22% 67
2017
Q4 		$1.87M Buy
12,765
+860
+7% +$125K 0.25% 63
2017
Q3 		$1.65M Sell
11,905
-43
-0.4% -$5.99K 0.17% 67
2017
Q2 		$1.76M Sell
11,948
-1,704
-12% -$257K 0.19% 60
2017
Q1 		$2.27M Buy
13,652
+997
+8% +$167K 0.26% 42
2016
Q4 		$2.01M Buy
12,655
+176
+1% +$26.8K 0.27% 49
2016
Q3 		$1.9M Buy
12,479
+1,730
+16% +$263K 0.21% 53
2016
Q2 		$1.56M Buy
10,749
+334
+3% +$47.8K 0.18% 61
2016
Q1 		$1.51M Sell
10,415
-1,630
-14% -$208K 0.34% 61
2015
Q4 		$1.58M Sell
12,045
-68
-0.6% -$9.14K 0.4% 45
2015
Q3 		$1.68M Buy
12,113
+1,043
+9% +$154K 0.46% 43
2015
Q2 		$1.72M Buy
11,070
+83
+0.8% +$13.3K 0.45% 46
2015
Q1 		$1.69M Buy
10,987
+881
+9% +$134K 0.5% 45
2014
Q4 		$1.55M Sell
10,106
-1,796
-15% -$286K 0.58% 41
2014
Q3 		$2.16M Buy
11,902
+2,739
+30% +$499K 0.89% 22
2014
Q2 		$1.59M Buy
9,163
+691
+8% +$124K 0.72% 29
2014
Q1 		$1.56M Buy
8,472
+4,897
+137% +$862K 0.96% 26
2013
Q4 		$641K Buy
+3,575
New +$617K 0.5% 37

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Checchi Capital Advisers's IBM Position: Q1 2026 in Review

Checchi Capital Advisers increased its IBM (IBM) stake by 8% in Q1 2026, buying an estimated $183K and bringing the position to 9,176 shares worth $2.22M. The position accounts for 0.11% of the portfolio, ranked #126.

Checchi Capital Advisers first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.79M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Checchi Capital Advisers held 9,176 shares of IBM worth $2.22M as of Q1 2026.
  • Checchi Capital Advisers bought 678 IBM shares in Q1 2026, an estimated $183K.
  • IBM made up 0.11% of Checchi Capital Advisers's portfolio in Q1 2026, its #126 holding.
  • Checchi Capital Advisers first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • Checchi Capital Advisers's IBM position peaked at $2.79M in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.