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Chicago Partners Investment Group’s IBM IBM Stock Holding History

Chicago Partners 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
2026
Q2 		$5.66M Buy
27,405
+3,302
+14% +$832K 0.11% 152
2026
Q1 		$6.07M Buy
24,103
+1,161
+5% +$314K 0.14% 133
2025
Q4 		$6.71M Buy
22,942
+1,662
+8% +$498K 0.17% 118
2025
Q3 		$6.65M Sell
21,280
-320
-1% -$83.8K 0.17% 112
2025
Q2 		$6.09M Buy
21,600
+54
+0.3% +$13.9K 0.18% 119
2025
Q1 		$5.46M Buy
21,546
+1,847
+9% +$452K 0.18% 117
2024
Q4 		$4.4M Buy
19,699
+4,019
+26% +$895K 0.15% 131
2024
Q3 		$3.65M Buy
15,680
+1,813
+13% +$355K 0.13% 137
2024
Q2 		$2.65M Buy
13,867
+302
+2% +$52.5K 0.1% 171
2024
Q1 		$2.47M Buy
13,565
+6,037
+80% +$1.1M 0.11% 174
2023
Q4 		$1.31M Buy
7,528
+58
+0.8% +$8.76K 0.06% 262
2023
Q3 		$1.02M Sell
7,470
-443
-6% -$63K 0.05% 290
2023
Q2 		$1.14M Buy
7,913
+3,075
+64% +$397K 0.06% 272
2023
Q1 		$607K Buy
4,838
+13
+0.3% +$1.74K 0.04% 342
2022
Q4 		$655K Buy
4,825
+22
+0.5% +$3.04K 0.04% 323
2022
Q3 		$664K Buy
4,803
+1,546
+47% +$203K 0.05% 290
2022
Q2 		$426K Buy
3,257
+85
+3% +$11.5K 0.03% 366
2022
Q1 		$422K Buy
3,172
+200
+7% +$26.1K 0.03% 353
2021
Q4 		$387K Sell
2,972
-406
-12% -$50.9K 0.03% 382
2021
Q3 		$388K Buy
3,378
+516
+18% +$69K 0.03% 387
2021
Q2 		$391K Sell
2,862
-504
-15% -$68.9K 0.03% 369
2021
Q1 		$456K Sell
3,366
-486
-13% -$58.2K 0.04% 317
2020
Q4 		$437K Sell
3,852
-563
-13% -$65.1K 0.04% 303
2020
Q3 		$482K Sell
4,415
-2,355
-35% -$277K 0.06% 243
2020
Q2 		$817K Sell
6,770
-145
-2% -$16.8K 0.1% 158
2020
Q1 		$794K Buy
6,915
+2,383
+53% +$301K 0.12% 135
2019
Q4 		$598K Buy
4,532
+1,820
+67% +$237K 0.07% 196
2019
Q3 		$348K Buy
2,712
+135
+5% +$18.2K 0.05% 235
2019
Q2 		$369K Buy
2,577
+39
+2% +$5.12K 0.05% 225
2019
Q1 		$340K Sell
2,538
-1,239
-33% -$158K 0.05% 226
2018
Q4 		$440K Sell
3,777
-1,824
-33% -$219K 0.07% 207
2018
Q3 		$641K Buy
5,601
+3,940
+237% +$551K 0.1% 163
2018
Q2 		$222K Buy
1,661
+415
+33% +$57.9K 0.03% 262
2018
Q1 		$183K Buy
1,246
+54
+5% +$8.17K 0.03% 263
2017
Q4 		$175K Sell
1,192
-40
-3% -$5.82K 0.03% 274
2017
Q3 		$171K Sell
1,232
-850
-41% -$118K 0.03% 274
2017
Q2 		$318K Buy
2,082
+1,891
+990% +$285K 0.08% 145
2017
Q1 		$32K Hold
191
– – 0.01% 357
2016
Q4 		$30K Hold
191
– – 0.01% 342
2016
Q3 		$29K Hold
191
– – 0.01% 336
2016
Q2 		$28K Sell
191
-27
-12% -$3.87K 0.01% 292
2016
Q1 		$32K Sell
218
-1,515
-87% -$194K 0.02% 262
2015
Q4 		$228K Buy
1,733
+92
+6% +$12.4K 0.11% 139
2015
Q3 		$227K Buy
1,641
+12
+0.7% +$1.77K 0.13% 107
2015
Q2 		$253K Sell
1,629
-24
-1% -$3.86K 0.12% 114
2015
Q1 		$253K Sell
1,653
-180
-10% -$27.3K 0.11% 113
2014
Q4 		$281K Buy
+1,833
New +$292K 0.12% 95

Other funds holding IBM

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Chicago Partners Investment Group's IBM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its IBM (IBM) stake by 14% in Q2 2026, buying an estimated $832K and bringing the position to 27,405 shares worth $5.66M. The position accounts for 0.11% of the portfolio, ranked #152.

Chicago Partners Investment Group first reported a position in IBM in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.71M in Q4 2025. 1,941 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Chicago Partners Investment Group held 27,405 shares of IBM worth $5.66M as of Q2 2026.
  • Chicago Partners Investment Group bought 3,302 IBM shares in Q2 2026, an estimated $832K.
  • IBM made up 0.11% of Chicago Partners Investment Group's portfolio in Q2 2026, its #152 holding.
  • Chicago Partners Investment Group first reported a position in IBM in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's IBM position peaked at $6.71M in Q4 2025.
  • 1,941 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.