Silver Lake Advisory’s IBM IBM Stock Holding History

Silver Lake Advisory’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 Q4	–	Sell	-932	Closed	-$263K	–	106
2025 Q3	$263K	Sell	932 -203	-18%	-$53.1K	0.1%	90
2025 Q2	$335K	Sell	1,135 -597	-34%	-$154K	0.14%	85
2025 Q1	$431K	Sell	1,732 -790	-31%	-$193K	0.19%	78
2024 Q4	$554K	Buy	2,522 +714	+39%	+$159K	0.24%	73
2024 Q3	$400K	Buy	1,808 +13	+0.7%	+$2.55K	0.16%	82
2024 Q2	$310K	Buy	1,795 +223	+14%	+$38.7K	0.14%	83
2024 Q1	$300K	Buy	+1,572	New	+$287K	0.13%	84
2023 Q3	–	Sell	-1,551	Closed	-$208K	–	72
2023 Q2	$208K	Sell	1,551 -21	-1%	-$2.71K	0.11%	92
2023 Q1	$206K	Buy	+1,572	New	+$210K	0.11%	88
2022 Q3	–	Sell	-1,620	Closed	-$229K	–	98
2022 Q2	$229K	Buy	1,620 +49	+3%	+$6.61K	0.12%	93
2022 Q1	$204K	Hold	1,571	–	–	0.1%	101
2021 Q4	$210K	Sell	1,571 -446	-22%	-$55.9K	0.1%	107
2021 Q3	$268K	Hold	2,017	–	–	0.13%	95
2021 Q2	$278K	Hold	2,017	–	–	0.13%	93
2021 Q1	$257K	Sell	2,017 -104	-5%	-$12.4K	0.13%	91
2020 Q4	$255K	Hold	2,121	–	–	0.14%	87
2020 Q3	$247K	Sell	2,121 -759	-26%	-$89.4K	0.15%	83
2020 Q2	$332K	Hold	2,880	–	–	0.21%	69
2020 Q1	$305K	Hold	2,880	–	–	0.22%	68
2019 Q4	$369K	Sell	2,880 -167	-5%	-$21.7K	0.22%	66
2019 Q3	$424K	Sell	3,047 -29	-0.9%	-$3.91K	0.27%	63
2019 Q2	$406K	Buy	3,076 +2	+0.1%	+$263	0.27%	64
2019 Q1	$415K	Sell	3,074 -435	-12%	-$55.5K	0.28%	64
2018 Q4	$381K	Sell	3,509 -176	-5%	-$21.1K	0.28%	65
2018 Q3	$533K	Buy	3,685 +413	+13%	+$57.7K	0.32%	68
2018 Q2	$481K	Sell	3,272 -367	-10%	-$51.2K	0.38%	56
2018 Q1	$534K	Buy	3,639 +322	+10%	+$48.7K	0.4%	59
2017 Q4	$486K	Buy	3,317 +84	+3%	+$12.2K	0.35%	60
2017 Q3	$448K	Sell	3,233 -39	-1%	-$5.43K	0.34%	58
2017 Q2	$481K	Buy	3,272 +27	+0.8%	+$4.07K	0.36%	59
2017 Q1	$540K	Sell	3,245 -193	-6%	-$32.4K	0.41%	59
2016 Q4	$546K	Buy	3,438 +73	+2%	+$11.1K	0.42%	58
2016 Q3	$511K	Sell	3,365 -470	-12%	-$71.3K	0.38%	59
2016 Q2	$556K	Buy	3,835 +8	+0.2%	+$1.15K	0.41%	58
2016 Q1	$554K	Buy	3,827 +7	+0.2%	+$894	0.47%	52
2015 Q4	$503K	Sell	3,820 -218	-5%	-$29.3K	0.45%	55
2015 Q3	$560K	Buy	4,038 +16	+0.4%	+$2.36K	0.5%	53
2015 Q2	$625K	Sell	4,022 -71	-2%	-$11.4K	0.51%	55
2015 Q1	$628K	Buy	4,093 +15	+0.4%	+$2.27K	0.51%	52
2014 Q4	$626K	Buy	4,078 +50	+1%	+$7.96K	0.51%	53
2014 Q3	$731K	Buy	4,028 +220	+6%	+$40.1K	0.6%	51
2014 Q2	$707K	Sell	3,808 -2,982	-44%	-$537K	0.59%	52
2014 Q1	$1.25M	Buy	6,790 +10	+0.1%	+$1.76K	1.12%	41
2013 Q4	$1.22M	Buy	+6,780	New	+$1.17M	1.03%	44

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Silver Lake Advisory's IBM Position: Q4 2025 in Review

Silver Lake Advisory sold out of IBM (IBM) in Q4 2025, closing a stake of 932 shares — an estimated $263K sold.

Silver Lake Advisory first reported a position in IBM in Q4 2013 and held it in 44 quarters. The position peaked at $1.25M in Q1 2014. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Silver Lake Advisory reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Silver Lake Advisory sold 932 IBM shares in Q4 2025, an estimated $263K.
Silver Lake Advisory first reported a position in IBM in Q4 2013 and held it in 44 quarters.
Silver Lake Advisory's IBM position peaked at $1.25M in Q1 2014.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Silver Lake Advisory's 13F filing for Q4 2025, filed 9 Jan 2026.