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Silverlake Wealth Management’s IBM IBM Stock Holding History

Silverlake Wealth Management’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 		$6.01M Buy
24,807
+833
+3% +$225K 1.25% 10
2025
Q4 		$7.1M Sell
23,974
-97
-0.4% -$29.1K 1.58% 6
2025
Q3 		$6.79M Sell
24,071
-238
-1% -$62.3K 1.65% 5
2025
Q2 		$7.17M Buy
24,309
+542
+2% +$140K 2.08% 3
2025
Q1 		$5.91M Sell
23,767
-361
-1% -$88.3K 2.23% 4
2024
Q4 		$5.3M Sell
24,128
-496
-2% -$110K 2.03% 4
2024
Q3 		$5.44M Buy
24,624
+523
+2% +$103K 2.06% 4
2024
Q2 		$4.17M Buy
24,101
+207
+0.9% +$36K 1.71% 6
2024
Q1 		$4.56M Sell
23,894
-233
-1% -$42.5K 2.32% 4
2023
Q4 		$3.95M Sell
24,127
-824
-3% -$125K 2.18% 4
2023
Q3 		$3.5M Sell
24,951
-130
-0.5% -$18.5K 1.97% 6
2023
Q2 		$3.36M Buy
25,081
+931
+4% +$120K 1.87% 6
2023
Q1 		$3.17M Sell
24,150
-341
-1% -$45.6K 1.92% 7
2022
Q4 		$3.45M Sell
24,491
-194
-0.8% -$26.8K 2.15% 6
2022
Q3 		$2.93M Buy
24,685
+90
+0.4% +$11.8K 1.99% 6
2022
Q2 		$3.47M Buy
24,595
+683
+3% +$92.2K 2.27% 6
2022
Q1 		$3.11M Buy
23,912
+82
+0.3% +$10.7K 1.78% 6
2021
Q4 		$3.19M Buy
+23,830
New +$2.99M 1.71% 6

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

Silverlake Wealth Management's IBM Position: Q1 2026 in Review

Silverlake Wealth Management increased its IBM (IBM) stake by 3.5% in Q1 2026, buying an estimated $225K and bringing the position to 24,807 shares worth $6.01M. The position accounts for 1.25% of the portfolio, ranked #10.

Silverlake Wealth Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.17M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Silverlake Wealth Management held 24,807 shares of IBM worth $6.01M as of Q1 2026.
  • Silverlake Wealth Management bought 833 IBM shares in Q1 2026, an estimated $225K.
  • IBM made up 1.25% of Silverlake Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Silverlake Wealth Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's IBM position peaked at $7.17M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.