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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
Q3 		$398K Hold
1,811
– – 0.24% 80
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Silvia McColl Wealth Management's IBM Position: Q3 2026 in Review

Silvia McColl Wealth Management held its IBM (IBM) position steady in Q3 2026 at 1,811 shares worth $398K. The position accounts for 0.24% of the portfolio, ranked #80.

Silvia McColl Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $563K in Q4 2025. 185 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Silvia McColl Wealth Management held 1,811 shares of IBM worth $398K as of Q3 2026.
  • Silvia McColl Wealth Management left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.24% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Silvia McColl Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Silvia McColl Wealth Management's IBM position peaked at $563K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.