Chesapeake Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $697K | Buy |
2,876
+5
| +0.2% | +$1.35K | 0.21% | 93 |
|
|
2025
Q4 | $850K | Buy |
2,871
+547
| +24% | +$164K | 0.25% | 85 |
|
|
2025
Q3 | $656K | Buy |
2,324
+80
| +4% | +$20.9K | 0.2% | 101 |
|
|
2025
Q2 | $661K | Sell |
2,244
-35
| -2% | -$9.02K | 0.22% | 98 |
|
|
2025
Q1 | $567K | Sell |
2,279
-75
| -3% | -$18.3K | 0.2% | 102 |
|
|
2024
Q4 | $517K | Sell |
2,354
-9
| -0.4% | -$2K | 0.18% | 107 |
|
|
2024
Q3 | $522K | Buy |
2,363
+179
| +8% | +$35.1K | 0.18% | 105 |
|
|
2024
Q2 | $378K | Sell |
2,184
-420
| -16% | -$73K | 0.14% | 117 |
|
|
2024
Q1 | $497K | Buy |
2,604
+145
| +6% | +$26.5K | 0.18% | 103 |
|
|
2023
Q4 | $402K | Hold |
2,459
| – | – | 0.16% | 114 |
|
|
2023
Q3 | $345K | Sell |
2,459
-375
| -13% | -$53.4K | 0.14% | 119 |
|
|
2023
Q2 | $379K | Hold |
2,834
| – | – | 0.15% | 111 |
|
|
2023
Q1 | $372K | Sell |
2,834
-170
| -6% | -$22.7K | 0.16% | 114 |
|
|
2022
Q4 | $423K | Hold |
3,004
| – | – | 0.19% | 108 |
|
|
2022
Q3 | $357K | Hold |
3,004
| – | – | 0.16% | 117 |
|
|
2022
Q2 | $424K | Hold |
3,004
| – | – | 0.18% | 119 |
|
|
2022
Q1 | $391K | Sell |
3,004
-68
| -2% | -$8.87K | 0.14% | 133 |
|
|
2021
Q4 | $411K | Sell |
3,072
-936
| -23% | -$117K | 0.14% | 139 |
|
|
2021
Q3 | $533K | Sell |
4,008
-224
| -5% | -$29.9K | 0.19% | 113 |
|
|
2021
Q2 | $593K | Hold |
4,232
| – | – | 0.19% | 113 |
|
|
2021
Q1 | $540K | Sell |
4,232
-10
| -0.2% | -$1.2K | 0.18% | 123 |
|
|
2020
Q4 | $510K | Hold |
4,242
| – | – | 0.17% | 123 |
|
|
2020
Q3 | $494K | Buy |
4,242
+338
| +9% | +$39.8K | 0.18% | 115 |
|
|
2020
Q2 | $450K | Buy |
3,904
+304
| +8% | +$35.3K | 0.18% | 124 |
|
|
2020
Q1 | $382K | Hold |
3,600
| – | – | 0.18% | 118 |
|
|
2019
Q4 | $461K | Sell |
3,600
-288
| -7% | -$37.4K | 0.18% | 125 |
|
|
2019
Q3 | $541K | Sell |
3,888
-581
| -13% | -$78.4K | 0.22% | 111 |
|
|
2019
Q2 | $589K | Sell |
4,469
-470
| -10% | -$61.7K | 0.25% | 109 |
|
|
2019
Q1 | $666K | Sell |
4,939
-131
| -3% | -$16.7K | 0.29% | 94 |
|
|
2018
Q4 | $551K | Sell |
5,070
-487
| -9% | -$58.5K | 0.27% | 94 |
|
|
2018
Q3 | $804K | Sell |
5,557
-27
| -0.5% | -$3.77K | 0.36% | 76 |
|
|
2018
Q2 | $746K | Buy |
5,584
+2,572
| +85% | +$359K | 0.34% | 79 |
|
|
2018
Q1 | $442K | Buy |
+3,012
| New | +$456K | 0.2% | 113 |
|
Other funds holding IBM
VCM
VPM
Chesapeake Wealth Management's IBM Position: Q1 2026 in Review
Chesapeake Wealth Management increased its IBM (IBM) stake by 0.17% in Q1 2026, buying an estimated $1.35K and bringing the position to 2,876 shares worth $697K. The position accounts for 0.21% of the portfolio, ranked #93.
Chesapeake Wealth Management first reported a position in IBM in Q1 2018 and has held it in 33 quarters since. The position peaked at $850K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Chesapeake Wealth Management held 2,876 shares of IBM worth $697K as of Q1 2026.
- Chesapeake Wealth Management bought 5 IBM shares in Q1 2026, an estimated $1.35K.
- IBM made up 0.21% of Chesapeake Wealth Management's portfolio in Q1 2026, its #93 holding.
- Chesapeake Wealth Management first reported a position in IBM in Q1 2018 and has held it in 33 quarters since.
- Chesapeake Wealth Management's IBM position peaked at $850K in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.