Chickasaw Capital Management’s IBM IBM Stock Holding History

Chickasaw Capital Management’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	$239K	Hold	850	–	–	0.01%	92
2026 Q1	$206K	Hold	850	–	–	0.01%	94
2025 Q4	$252K	Hold	850	–	–	0.01%	88
2025 Q3	$240K	Hold	850	–	–	0.01%	90
2025 Q2	$251K	Hold	850	–	–	0.01%	90
2025 Q1	$211K	Buy	+850	New	+$208K	0.01%	92
2024 Q2	–	Sell	-1,271	Closed	-$243K	–	100
2024 Q1	$243K	Hold	1,271	–	–	0.01%	84
2023 Q4	$208K	Buy	+1,271	New	+$192K	0.01%	87
2019 Q3	–	Sell	-2,219	Closed	-$292K	–	89
2019 Q2	$292K	Hold	2,219	–	–	0.01%	71
2019 Q1	$299K	Hold	2,219	–	–	0.01%	68
2018 Q4	$241K	Hold	2,219	–	–	0.01%	79
2018 Q3	$321K	Hold	2,219	–	–	0.01%	91
2018 Q2	$296K	Hold	2,219	–	–	0.01%	88
2018 Q1	$325K	Hold	2,219	–	–	0.01%	85
2017 Q4	$325K	Hold	2,219	–	–	0.01%	86
2017 Q3	$308K	Hold	2,219	–	–	0.01%	86
2017 Q2	$326K	Hold	2,219	–	–	0.01%	84
2017 Q1	$369K	Hold	2,219	–	–	0.01%	83
2016 Q4	$352K	Hold	2,219	–	–	0.01%	79
2016 Q3	$337K	Hold	2,219	–	–	0.01%	74
2016 Q2	$322K	Hold	2,219	–	–	0.01%	80
2016 Q1	$321K	Hold	2,219	–	–	0.01%	78
2015 Q4	$292K	Hold	2,219	–	–	0.01%	82
2015 Q3	$307K	Sell	2,219 -18,519	-89%	-$2.73M	0.01%	81
2015 Q2	$3.23M	Sell	20,738 -26	-0.1%	-$4.18K	0.09%	40
2015 Q1	$3.19M	Hold	20,764	–	–	0.1%	40
2014 Q4	$3.19M	Buy	20,764 +18,545	+836%	+$2.95M	0.11%	43
2014 Q3	$403K	Hold	2,219	–	–	0.01%	82
2014 Q2	$384K	Sell	2,219 -125	-5%	-$22.5K	0.01%	82
2014 Q1	$431K	Buy	2,344 +125	+6%	+$22K	0.02%	80
2013 Q4	$398K	Sell	2,219 -107	-5%	-$18.5K	0.02%	84
2013 Q3	$412K	Buy	2,326 +107	+5%	+$19.4K	0.03%	78
2013 Q2	$405K	Buy	+2,219	New	+$432K	0.03%	76

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Chickasaw Capital Management's IBM Position: Q2 2026 in Review

Chickasaw Capital Management held its IBM (IBM) position steady in Q2 2026 at 850 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #92.

Chickasaw Capital Management first reported a position in IBM in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.23M in Q2 2015. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Chickasaw Capital Management held 850 shares of IBM worth $239K as of Q2 2026.
Chickasaw Capital Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.01% of Chickasaw Capital Management's portfolio in Q2 2026, its #92 holding.
Chickasaw Capital Management first reported a position in IBM in Q2 2013 and has held it in 33 quarters since.
Chickasaw Capital Management's IBM position peaked at $3.23M in Q2 2015.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Chickasaw Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.