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Silver Oak Securities’s IBM IBM Stock Holding History

Silver Oak Securities’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
Q1 		$1.76M Sell
7,265
-2,523
-26% -$683K 0.13% 168
2025
Q4 		$2.96M Buy
9,788
+3,127
+47% +$937K 0.2% 114
2025
Q3 		$1.88M Buy
6,661
+1,569
+31% +$411K 0.14% 149
2025
Q2 		$1.5M Buy
5,092
+14
+0.3% +$3.61K 0.12% 174
2025
Q1 		$1.24M Sell
5,078
-723
-12% -$177K 0.11% 195
2024
Q4 		$1.28M Buy
5,801
+891
+18% +$198K 0.12% 177
2024
Q3 		$1.08M Buy
4,910
+390
+9% +$76.5K 0.11% 189
2024
Q2 		$782K Sell
4,520
-417
-8% -$72.5K 0.12% 164
2024
Q1 		$943K Buy
4,937
+4
+0.1% +$730 0.14% 153
2023
Q4 		$807K Buy
4,933
+735
+18% +$111K 0.11% 203
2023
Q3 		$589K Buy
4,198
+716
+21% +$102K 0.13% 146
2023
Q2 		$466K Sell
3,482
-1,006
-22% -$130K 0.07% 237
2023
Q1 		$588K Sell
4,488
-107
-2% -$14.3K 0.1% 168
2022
Q4 		$647K Buy
4,595
+397
+9% +$54.8K 0.12% 128
2022
Q3 		$589K Sell
4,198
-318
-7% -$41.7K 0.13% 146
2022
Q2 		$580K Buy
4,516
+1,154
+34% +$156K 0.13% 120
2022
Q1 		$429K Buy
+3,362
New +$438K 0.09% 177

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Silver Oak Securities's IBM Position: Q1 2026 in Review

Silver Oak Securities reduced its IBM (IBM) stake by 26% in Q1 2026, selling an estimated $683K and leaving 7,265 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #168.

Silver Oak Securities first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.96M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Silver Oak Securities held 7,265 shares of IBM worth $1.76M as of Q1 2026.
  • Silver Oak Securities sold 2,523 IBM shares in Q1 2026, an estimated $683K.
  • IBM made up 0.13% of Silver Oak Securities's portfolio in Q1 2026, its #168 holding.
  • Silver Oak Securities first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's IBM position peaked at $2.96M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.