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Silver Grove Financial Group’s IBM IBM Stock Holding History

Silver Grove Financial Group’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 		$185K Buy
658
+623
+1,780% +$157K 0.1% 155
2026
Q1 		$8.48K Sell
35
-1,529
-98% -$414K 0.01% 327
2025
Q4 		$463K Buy
1,564
+33
+2% +$9.88K 0.4% 57
2025
Q3 		$432K Buy
+1,531
New +$401K 0.41% 62

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Silver Grove Financial Group's IBM Position: Q2 2026 in Review

Silver Grove Financial Group increased its IBM (IBM) stake by 1,780% in Q2 2026, buying an estimated $157K and bringing the position to 658 shares worth $185K. The position accounts for 0.1% of the portfolio, ranked #155.

Silver Grove Financial Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $463K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Silver Grove Financial Group held 658 shares of IBM worth $185K as of Q2 2026.
  • Silver Grove Financial Group bought 623 IBM shares in Q2 2026, an estimated $157K.
  • IBM made up 0.1% of Silver Grove Financial Group's portfolio in Q2 2026, its #155 holding.
  • Silver Grove Financial Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Silver Grove Financial Group's IBM position peaked at $463K in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.