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Choate Investment Advisors’s IBM IBM Stock Holding History

Choate Investment Advisors’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
Q1 		$4.88M Buy
20,136
+570
+3% +$154K 0.1% 91
2025
Q4 		$5.8M Buy
19,566
+5,890
+43% +$1.76M 0.11% 78
2025
Q3 		$3.86M Buy
13,676
+1,598
+13% +$418K 0.08% 98
2025
Q2 		$3.56M Buy
12,078
+2,320
+24% +$598K 0.08% 101
2025
Q1 		$2.43M Sell
9,758
-1,395
-13% -$341K 0.06% 123
2024
Q4 		$2.45M Buy
11,153
+854
+8% +$190K 0.06% 126
2024
Q3 		$2.28M Sell
10,299
-3,535
-26% -$693K 0.06% 129
2024
Q2 		$2.39M Buy
13,834
+2,154
+18% +$374K 0.06% 121
2024
Q1 		$2.23M Buy
11,680
+536
+5% +$97.8K 0.06% 134
2023
Q4 		$1.82M Buy
11,144
+1,515
+16% +$229K 0.06% 134
2023
Q3 		$1.35M Buy
9,629
+4,899
+104% +$697K 0.05% 133
2023
Q2 		$633K Sell
4,730
-71
-1% -$9.16K 0.03% 185
2023
Q1 		$629K Buy
4,801
+119
+3% +$15.9K 0.03% 163
2022
Q4 		$660K Buy
4,682
+400
+9% +$55.2K 0.04% 155
2022
Q3 		$508K Sell
4,282
-190
-4% -$24.9K 0.03% 159
2022
Q2 		$632K Sell
4,472
-115
-3% -$15.5K 0.04% 148
2022
Q1 		$596K Buy
4,587
+353
+8% +$46K 0.03% 180
2021
Q4 		$566K Sell
4,234
-1,154
-21% -$145K 0.03% 173
2021
Q3 		$715K Buy
5,388
+109
+2% +$14.6K 0.05% 150
2021
Q2 		$740K Buy
5,279
+639
+14% +$87.4K 0.04% 148
2021
Q1 		$591K Sell
4,640
-1,166
-20% -$140K 0.04% 161
2020
Q4 		$699K Sell
5,806
-185
-3% -$21.4K 0.04% 136
2020
Q3 		$697K Sell
5,991
-252
-4% -$29.7K 0.05% 133
2020
Q2 		$721K Sell
6,243
-632
-9% -$73.4K 0.05% 125
2020
Q1 		$729K Sell
6,875
-1,274
-16% -$161K 0.06% 121
2019
Q4 		$1.04M Sell
8,149
-79
-1% -$10.3K 0.06% 112
2019
Q3 		$1.14M Buy
8,228
+51
+0.6% +$6.88K 0.07% 105
2019
Q2 		$1.08M Sell
8,177
-232
-3% -$30.5K 0.06% 110
2019
Q1 		$1.13M Sell
8,409
-1,820
-18% -$232K 0.07% 106
2018
Q4 		$1.11M Sell
10,229
-1,476
-13% -$177K 0.07% 96
2018
Q3 		$1.69M Buy
11,705
+402
+4% +$56.2K 0.09% 69
2018
Q2 		$1.51M Sell
11,303
-3,092
-21% -$431K 0.09% 88
2018
Q1 		$2.11M Sell
14,395
-8,389
-37% -$1.27M 0.11% 78
2017
Q4 		$3.34M Sell
22,784
-6,177
-21% -$898K 0.17% 65
2017
Q3 		$4.02M Sell
28,961
-9,904
-25% -$1.38M 0.22% 61
2017
Q2 		$5.72M Sell
38,865
-10,681
-22% -$1.61M 0.32% 38
2017
Q1 		$8.25M Sell
49,546
-722
-1% -$121K 0.48% 32
2016
Q4 		$7.98M Sell
50,268
-600
-1% -$91.4K 0.51% 28
2016
Q3 		$7.73M Buy
50,868
+652
+1% +$98.9K 0.51% 26
2016
Q2 		$7.29M Sell
50,216
-321
-0.6% -$46K 0.51% 27
2016
Q1 		$7.32M Sell
50,537
-47,373
-48% -$6.05M 0.51% 28
2015
Q4 		$15M Buy
97,910
+62,173
+174% +$8.35M 1.09% 16
2015
Q3 		$4.95M Sell
35,737
-4,424
-11% -$653K 0.34% 31
2015
Q2 		$6.25M Sell
40,161
-45,598
-53% -$7.33M 0.36% 26
2015
Q1 		$13.2M Sell
85,759
-12,569
-13% -$1.91M 0.75% 19
2014
Q4 		$15.1M Sell
98,328
-2,593
-3% -$413K 0.89% 16
2014
Q3 		$18.3M Sell
100,921
-1,273
-1% -$232K 1.11% 14
2014
Q2 		$17.7M Sell
102,194
-7,583
-7% -$1.36M 1.04% 15
2014
Q1 		$19.4M Buy
109,777
+3,273
+3% +$576K 1.21% 14
2013
Q4 		$19.1M Sell
106,504
-432
-0.4% -$74.5K 1.25% 15
2013
Q3 		$18.9M Sell
106,936
-229
-0.2% -$41.6K 1.4% 13
2013
Q2 		$19.6M Buy
+107,165
New +$20.9M 1.57% 11

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Choate Investment Advisors's IBM Position: Q1 2026 in Review

Choate Investment Advisors increased its IBM (IBM) stake by 2.9% in Q1 2026, buying an estimated $154K and bringing the position to 20,136 shares worth $4.88M. The position accounts for 0.1% of the portfolio, ranked #91.

Choate Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.6M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Choate Investment Advisors held 20,136 shares of IBM worth $4.88M as of Q1 2026.
  • Choate Investment Advisors bought 570 IBM shares in Q1 2026, an estimated $154K.
  • IBM made up 0.1% of Choate Investment Advisors's portfolio in Q1 2026, its #91 holding.
  • Choate Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Choate Investment Advisors's IBM position peaked at $19.6M in Q2 2013.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.