Baron Silver Stevens Financial Advisors’s IBM IBM Stock Holding History

Baron Silver Stevens Financial 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	$344K	Sell	1,418 -491	-26%	-$133K	0.05%	96
2025 Q4	$565K	Buy	1,909 +658	+53%	+$197K	0.08%	80
2025 Q3	$353K	Sell	1,251 -228	-15%	-$59.7K	0.05%	99
2025 Q2	$436K	Buy	1,479 +342	+30%	+$88.1K	0.07%	85
2025 Q1	$283K	Sell	1,137 -69	-6%	-$16.9K	0.05%	98
2024 Q4	$265K	Hold	1,206	–	–	0.05%	100
2024 Q3	$267K	Buy	+1,206	New	+$236K	0.05%	101
2021 Q1	–	Sell	-744	Closed	-$89K	–	232
2020 Q4	$89K	Buy	+744	New	+$86K	0.03%	101

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IBM Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its IBM (IBM) stake by 26% in Q1 2026, selling an estimated $133K and leaving 1,418 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #96.

Baron Silver Stevens Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 8 quarters since. The position peaked at $565K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Baron Silver Stevens Financial Advisors held 1,418 shares of IBM worth $344K as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 491 IBM shares in Q1 2026, an estimated $133K.
IBM made up 0.05% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #96 holding.
Baron Silver Stevens Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 8 quarters since.
Baron Silver Stevens Financial Advisors's IBM position peaked at $565K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.