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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
Q2 		$6.93M Sell
24,630
-177
-0.7% -$44.6K 1.31% 8
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 $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

Silverlake Wealth Management's IBM Position: Q2 2026 in Review

Silverlake Wealth Management reduced its IBM (IBM) stake by 0.71% in Q2 2026, selling an estimated $44.6K and leaving 24,630 shares worth $6.93M. The position accounts for 1.31% of the portfolio, ranked #8.

Silverlake Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.17M in Q2 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Silverlake Wealth Management held 24,630 shares of IBM worth $6.93M as of Q2 2026.
  • Silverlake Wealth Management sold 177 IBM shares in Q2 2026, an estimated $44.6K.
  • IBM made up 1.31% of Silverlake Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Silverlake Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's IBM position peaked at $7.17M in Q2 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.