Silvia McColl Wealth Management’s IBM IBM Stock Holding History

Silvia McColl 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	$509K	Sell	1,811 -90	-5%	-$22.7K	0.31%	71
2026 Q1	$461K	Hold	1,901	–	–	0.3%	75
2025 Q4	$563K	Hold	1,901	–	–	0.37%	60
2025 Q3	$536K	Hold	1,901	–	–	0.36%	63
2025 Q2	$560K	Hold	1,901	–	–	0.41%	60
2025 Q1	$473K	Hold	1,901	–	–	0.36%	67
2024 Q4	$418K	Hold	1,901	–	–	0.31%	73
2024 Q3	$420K	Hold	1,901	–	–	0.31%	68
2024 Q2	$329K	Hold	1,901	–	–	0.27%	76
2024 Q1	$354K	Buy	1,901 +16	+0.8%	+$2.92K	0.3%	74
2023 Q4	$308K	Hold	1,885	–	–	0.28%	76
2023 Q3	$264K	Hold	1,885	–	–	0.26%	80
2023 Q2	$252K	Hold	1,885	–	–	0.23%	89
2023 Q1	$247K	Hold	1,885	–	–	0.25%	86
2022 Q4	$266K	Buy	+1,885	New	+$260K	0.26%	85

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Silvia McColl Wealth Management's IBM Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its IBM (IBM) stake by 4.7% in Q2 2026, selling an estimated $22.7K and leaving 1,811 shares worth $509K. The position accounts for 0.31% of the portfolio, ranked #71.

Silvia McColl Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $563K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Silvia McColl Wealth Management held 1,811 shares of IBM worth $509K as of Q2 2026.
Silvia McColl Wealth Management sold 90 IBM shares in Q2 2026, an estimated $22.7K.
IBM made up 0.31% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #71 holding.
Silvia McColl Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's IBM position peaked at $563K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.