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Siligmueller & Norvid Wealth Advisors’s IBM IBM Stock Holding History

Siligmueller & Norvid Wealth 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
2025
Q3 		$384K Buy
+1,360
New +$356K 0.17% 102

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IBM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in IBM (IBM) in Q3 2025: 1,360 shares worth $384K. The stake represents 0.17% of the portfolio and ranks #102 among its holdings.

3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 1,360 shares of IBM worth $384K as of Q3 2025.
  • IBM was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • IBM made up 0.17% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #102 holding.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.