CPIG
IBM icon

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
2020
Q4 		– Sell
-1,046
Closed -$8K – 474
2020
Q3 		$8K Buy
+1,046
New +$123K ﹤0.01% 412

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. 1,958 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.
  • 1,958 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.