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Chicago Trust’s IBM IBM Stock Holding History

Chicago Trust’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 		$2.62M Sell
9,322
-51
-0.5% -$12.8K 0.38% 57
2026
Q1 		$2.27M Sell
9,373
-857
-8% -$232K 0.36% 64
2025
Q4 		$3.03M Sell
10,230
-1,301
-11% -$390K 0.47% 43
2025
Q3 		$3.25M Sell
11,531
-45
-0.4% -$11.8K 0.45% 51
2025
Q2 		$3.41M Buy
11,576
+1,687
+17% +$435K 0.48% 43
2025
Q1 		$2.46M Buy
9,889
+149
+2% +$36.4K 0.44% 55
2024
Q4 		$2.14M Sell
9,740
-1,461
-13% -$325K 0.38% 66
2024
Q3 		$2.48M Buy
11,201
+576
+5% +$113K 0.43% 58
2024
Q2 		$1.84M Buy
10,625
+1,600
+18% +$278K 0.37% 65
2024
Q1 		$1.72M Buy
9,025
+479
+6% +$87.4K 0.36% 74
2023
Q4 		$1.4M Buy
8,546
+100
+1% +$15.1K 0.31% 79
2023
Q3 		$1.18M Sell
8,446
-375
-4% -$53.4K 0.3% 84
2023
Q2 		$1.18M Sell
8,821
-1,798
-17% -$232K 0.28% 94
2023
Q1 		$1.39M Sell
10,619
-2,104
-17% -$281K 0.35% 79
2022
Q4 		$1.79M Sell
12,723
-1,905
-13% -$263K 0.45% 61
2022
Q3 		$1.74M Buy
14,628
+979
+7% +$128K 0.45% 58
2022
Q2 		$1.93M Buy
13,649
+1,024
+8% +$138K 0.49% 57
2022
Q1 		$1.64M Sell
12,625
-181
-1% -$23.6K 0.35% 80
2021
Q4 		$1.71M Sell
12,806
-1,142
-8% -$143K 0.34% 82
2021
Q3 		$1.85M Sell
13,948
-1,300
-9% -$174K 0.41% 68
2021
Q2 		$2.14M Buy
15,248
+7,296
+92% +$998K 0.51% 55
2021
Q1 		$1.01M Sell
7,952
-2,286
-22% -$274K 0.35% 82
2020
Q4 		$1.23M Buy
10,238
+2,037
+25% +$235K 0.42% 66
2020
Q3 		$954K Buy
8,201
+551
+7% +$64.9K 0.4% 78
2020
Q2 		$884K Buy
7,650
+146
+2% +$17K 0.39% 73
2020
Q1 		$796K Buy
7,504
+589
+9% +$74.5K 0.4% 71
2019
Q4 		$886K Buy
6,915
+257
+4% +$33.4K 0.36% 75
2019
Q3 		$926K Sell
6,658
-197
-3% -$26.6K 0.39% 76
2019
Q2 		$904 Sell
6,855
-978
-12% -$128K 0.39% 75
2019
Q1 		$1.06K Buy
7,833
+261
+3% +$33.3K 0.46% 64
2018
Q4 		$823 Sell
7,572
-411
-5% -$49.3K 0.39% 69
2018
Q3 		$1.15M Buy
7,983
+114
+1% +$15.9K 0.46% 64
2018
Q2 		$1.05M Buy
7,869
+105
+1% +$14.6K 0.45% 66
2018
Q1 		$1.14M Sell
7,764
-223
-3% -$33.7K 0.49% 63
2017
Q4 		$1.17M Sell
7,987
-543
-6% -$79K 0.47% 68
2017
Q3 		$1.18K Buy
8,530
+322
+4% +$44.9K 0.5% 65
2017
Q2 		$1.21K Sell
8,208
-52
-0.6% -$7.84K 0.54% 62
2017
Q1 		$1.38K Sell
8,260
-966
-10% -$162K 0.61% 61
2016
Q4 		$1.46M Sell
9,226
-575
-6% -$87.6K 0.64% 61
2016
Q3 		$1.49M Sell
9,801
-1,101
-10% -$167K 0.65% 61
2016
Q2 		$1.58M Sell
10,902
-3
-0% -$429 0.65% 58
2016
Q1 		$1.58M Sell
10,905
-4,142
-28% -$529K 0.66% 58
2015
Q4 		$1.98M Sell
15,047
-4,654
-24% -$625K 0.77% 47
2015
Q3 		$2.73M Sell
19,701
-1,682
-8% -$248K 1.05% 27
2015
Q2 		$3.33M Sell
21,383
-3,857
-15% -$620K 1.17% 24
2015
Q1 		$3.87M Buy
+25,240
New +$3.83M 1.33% 22

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Chicago Trust's IBM Position: Q2 2026 in Review

Chicago Trust reduced its IBM (IBM) stake by 0.54% in Q2 2026, selling an estimated $12.8K and leaving 9,322 shares worth $2.62M. The position accounts for 0.38% of the portfolio, ranked #57.

Chicago Trust first reported a position in IBM in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.87M in Q1 2015. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Chicago Trust held 9,322 shares of IBM worth $2.62M as of Q2 2026.
  • Chicago Trust sold 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.38% of Chicago Trust's portfolio in Q2 2026, its #57 holding.
  • Chicago Trust first reported a position in IBM in Q1 2015 and has held it in 46 quarters since.
  • Chicago Trust's IBM position peaked at $3.87M in Q1 2015.
  • 779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.