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Shilanski & Associates’s IBM IBM Stock Holding History

Shilanski & Associates’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
2025
Q3 		$10.2M Buy
36,293
+8,065
+29% +$2.11M 2.72% 9
2025
Q2 		$8.32M Sell
28,228
-344
-1% -$88.6K 2.38% 10
2025
Q1 		$7.1M Sell
28,572
-1,039
-4% -$254K 2.22% 10
2024
Q4 		$6.51M Sell
29,611
-354
-1% -$78.8K 2.09% 11
2024
Q3 		$6.62M Sell
29,965
-774
-3% -$152K 2.15% 10
2024
Q2 		$5.32M Buy
30,739
+201
+0.7% +$34.9K 1.79% 15
2024
Q1 		$5.83M Sell
30,538
-492
-2% -$89.8K 2.01% 13
2023
Q4 		$5.07M Sell
31,030
-943
-3% -$142K 1.93% 14
2023
Q3 		$4.49M Buy
31,973
+772
+2% +$110K 1.83% 15
2023
Q2 		$4.17M Buy
31,201
+652
+2% +$84.1K 1.69% 18
2023
Q1 		$4.04M Buy
30,549
+663
+2% +$88.7K 1.81% 16
2022
Q4 		$4.21M Buy
29,886
+27,548
+1,178% +$3.8M 1.84% 15
2022
Q3 		$278K Sell
2,338
-26,574
-92% -$3.49M 0.1% 107
2022
Q2 		$4.08M Buy
28,912
+874
+3% +$118K 1.91% 16
2022
Q1 		$3.65M Buy
28,038
+825
+3% +$108K 1.53% 24
2021
Q4 		$3.64M Buy
27,213
+321
+1% +$40.3K 1.55% 22
2021
Q3 		$3.57M Buy
26,892
+874
+3% +$117K 1.66% 21
2021
Q2 		$3.65M Buy
26,018
+573
+2% +$78.4K 1.73% 18
2021
Q1 		$3.24M Buy
25,445
+1,040
+4% +$124K 1.73% 22
2020
Q4 		$2.94M Buy
24,405
+877
+4% +$101K 1.78% 19
2020
Q3 		$2.74M Buy
23,528
+210
+0.9% +$24.7K 1.85% 17
2020
Q2 		$2.69M Buy
23,318
+937
+4% +$109K 1.96% 14
2020
Q1 		$2.37M Buy
22,381
+984
+5% +$124K 2.38% 15
2019
Q4 		$2.74M Buy
21,397
+283
+1% +$36.8K 2.11% 19
2019
Q3 		$2.94M Buy
21,114
+628
+3% +$84.7K 2.37% 16
2019
Q2 		$2.7M Buy
+20,486
New +$2.69M 2.19% 17

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Shilanski & Associates's IBM Position: Q3 2025 in Review

Shilanski & Associates increased its IBM (IBM) stake by 29% in Q3 2025, buying an estimated $2.11M and bringing the position to 36,293 shares worth $10.2M. The position accounts for 2.72% of the portfolio, ranked #9.

Shilanski & Associates first reported a position in IBM in Q2 2019 and has held it in 26 quarters since. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Shilanski & Associates held 36,293 shares of IBM worth $10.2M as of Q3 2025.
  • Shilanski & Associates bought 8,065 IBM shares in Q3 2025, an estimated $2.11M.
  • IBM made up 2.72% of Shilanski & Associates's portfolio in Q3 2025, its #9 holding.
  • Shilanski & Associates first reported a position in IBM in Q2 2019 and has held it in 26 quarters since.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.