Silver Oak Advisory Group’s IBM IBM Stock Holding History

Silver Oak Advisory 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
2025 Q3	–	Sell	-687	Closed	-$202K	–	78
2025 Q2	$202K	Buy	+687	New	+$177K	0.1%	72

Other funds holding IBM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Silver Oak Advisory Group's IBM Position: Q3 2025 in Review

Silver Oak Advisory Group sold out of IBM (IBM) in Q3 2025, closing a stake of 687 shares — an estimated $202K sold.

Silver Oak Advisory Group first reported a position in IBM in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Silver Oak Advisory Group reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Silver Oak Advisory Group sold 687 IBM shares in Q3 2025, an estimated $202K.
Silver Oak Advisory Group first reported a position in IBM in Q2 2025 and held it in 1 quarter.
Silver Oak Advisory Group's IBM position peaked at $202K in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Silver Oak Advisory Group's 13F filing for Q3 2025, filed 7 Nov 2025.