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Chesley Taft & Associates’s IBM IBM Stock Holding History

Chesley Taft & 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 		$4.4M Sell
15,657
-207
-1% -$52.2K 0.17% 101
2026
Q1 		$3.85M Sell
15,864
-203
-1% -$54.9K 0.16% 107
2025
Q4 		$4.76M Sell
16,067
-3,185
-17% -$954K 0.19% 95
2025
Q3 		$5.43M Buy
19,252
+139
+0.7% +$36.4K 0.23% 87
2025
Q2 		$5.63M Sell
19,113
-1,385
-7% -$357K 0.25% 84
2025
Q1 		$5.1M Buy
20,498
+45
+0.2% +$11K 0.25% 88
2024
Q4 		$4.5M Buy
20,453
+2,337
+13% +$520K 0.21% 93
2024
Q3 		$4.01M Buy
18,116
+1,150
+7% +$225K 0.19% 94
2024
Q2 		$2.93M Sell
16,966
-275
-2% -$47.8K 0.15% 108
2024
Q1 		$3.29M Buy
17,241
+2,420
+16% +$441K 0.17% 105
2023
Q4 		$2.42M Buy
14,821
+4,206
+40% +$636K 0.14% 124
2023
Q3 		$1.49M Hold
10,615
– – 0.1% 139
2023
Q2 		$1.42M Sell
10,615
-406
-4% -$52.4K 0.09% 152
2023
Q1 		$1.44M Sell
11,021
-20
-0.2% -$2.68K 0.09% 153
2022
Q4 		$1.56M Sell
11,041
-185
-2% -$25.5K 0.11% 144
2022
Q3 		$1.33M Sell
11,226
-206
-2% -$27K 0.1% 145
2022
Q2 		$1.61M Buy
11,432
+401
+4% +$54.1K 0.11% 137
2022
Q1 		$1.39M Buy
11,031
+50
+0.5% +$6.52K 0.08% 157
2021
Q4 		$1.47M Sell
10,981
-1,174
-10% -$147K 0.08% 163
2021
Q3 		$1.61M Buy
12,155
+1,742
+17% +$233K 0.09% 153
2021
Q2 		$1.46M Buy
10,413
+157
+2% +$21.5K 0.08% 158
2021
Q1 		$1.33M Hold
10,256
– – 0.08% 158
2020
Q4 		$1.23M Sell
10,256
-97,759
-91% -$11.3M 0.08% 153
2020
Q3 		$12.6M Sell
108,015
-3,185
-3% -$375K 0.89% 31
2020
Q2 		$12.8M Sell
111,200
-1,894
-2% -$220K 0.98% 31
2020
Q1 		$12M Buy
113,094
+71,734
+173% +$9.07M 1.09% 29
2019
Q4 		$5.3M Buy
41,360
+1,320
+3% +$172K 0.38% 69
2019
Q3 		$5.57M Buy
40,040
+79
+0.2% +$10.7K 0.43% 64
2019
Q2 		$5.27M Buy
39,961
+649
+2% +$85.3K 0.41% 65
2019
Q1 		$5.3M Sell
39,312
-1,010
-3% -$129K 0.44% 63
2018
Q4 		$4.38M Sell
40,322
-5,494
-12% -$659K 0.42% 64
2018
Q3 		$6.62M Sell
45,816
-178
-0.4% -$24.9K 0.53% 57
2018
Q2 		$6.14M Buy
45,994
+1,365
+3% +$190K 0.53% 61
2018
Q1 		$6.55M Buy
44,629
+878
+2% +$133K 0.58% 58
2017
Q4 		$6.42M Buy
43,751
+733
+2% +$107K 0.54% 61
2017
Q3 		$5.97M Buy
43,018
+97
+0.2% +$13.5K 0.52% 62
2017
Q2 		$6.31M Sell
42,921
-544
-1% -$82K 0.57% 57
2017
Q1 		$7.24M Buy
43,465
+1,012
+2% +$170K 0.68% 47
2016
Q4 		$6.74M Sell
42,453
-70
-0.2% -$10.7K 0.67% 52
2016
Q3 		$6.46M Buy
42,523
+215
+0.5% +$32.6K 0.65% 48
2016
Q2 		$6.14M Buy
42,308
+1,328
+3% +$190K 0.63% 48
2016
Q1 		$5.93M Buy
40,980
+3,806
+10% +$486K 0.63% 49
2015
Q4 		$4.89M Sell
37,174
-67,458
-64% -$9.06M 0.51% 65
2015
Q3 		$14.5M Buy
104,632
+1,277
+1% +$189K 1.58% 17
2015
Q2 		$16.1M Buy
103,355
+5,519
+6% +$887K 1.64% 15
2015
Q1 		$15M Buy
97,836
+63,448
+185% +$9.62M 1.54% 19
2014
Q4 		$5.28M Sell
34,388
-6,261
-15% -$996K 0.53% 64
2014
Q3 		$7.38M Sell
40,649
-903
-2% -$165K 0.77% 49
2014
Q2 		$7.2M Sell
41,552
-1,447
-3% -$260K 0.74% 54
2014
Q1 		$7.91M Sell
42,999
-41,148
-49% -$7.24M 0.85% 45
2013
Q4 		$15.1M Sell
84,147
-5,498
-6% -$948K 1.5% 12
2013
Q3 		$15.9M Sell
89,645
-17,040
-16% -$3.1M 1.73% 10
2013
Q2 		$19.5M Buy
+106,685
New +$20.8M 2.26% 5

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Chesley Taft & Associates's IBM Position: Q2 2026 in Review

Chesley Taft & Associates reduced its IBM (IBM) stake by 1.3% in Q2 2026, selling an estimated $52.2K and leaving 15,657 shares worth $4.4M. The position accounts for 0.17% of the portfolio, ranked #101.

Chesley Taft & Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.5M in Q2 2013. 923 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Chesley Taft & Associates held 15,657 shares of IBM worth $4.4M as of Q2 2026.
  • Chesley Taft & Associates sold 207 IBM shares in Q2 2026, an estimated $52.2K.
  • IBM made up 0.17% of Chesley Taft & Associates's portfolio in Q2 2026, its #101 holding.
  • Chesley Taft & Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's IBM position peaked at $19.5M in Q2 2013.
  • 923 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.