Silverlake Wealth Management
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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
Q3 		$5.34M Sell
24,264
-366
-1% -$86.9K 1% 14
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% -$29K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Silverlake Wealth Management's IBM Position: Q3 2026 in Review

Silverlake Wealth Management reduced its IBM (IBM) stake by 1.5% in Q3 2026, selling an estimated $86.9K and leaving 24,264 shares worth $5.34M. The position accounts for 1% of the portfolio, ranked #14.

Silverlake Wealth Management first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.17M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Silverlake Wealth Management held 24,264 shares of IBM worth $5.34M as of Q3 2026.
  • Silverlake Wealth Management sold 366 IBM shares in Q3 2026, an estimated $86.9K.
  • IBM made up 1% of Silverlake Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Silverlake Wealth Management first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's IBM position peaked at $7.17M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.