SVB Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.79M | Sell |
28,018
-9,232
| -25% | -$2.5M | 0.45% | 49 |
|
|
2025
Q4 | $11M | Sell |
37,250
-4,228
| -10% | -$1.27M | 0.65% | 29 |
|
|
2025
Q3 | $11.7M | Sell |
41,478
-7,290
| -15% | -$1.91M | 0.63% | 32 |
|
|
2025
Q2 | $14.4M | Buy |
+48,768
| New | +$12.6M | 0.77% | 26 |
|
|
2025
Q1 | – | Sell |
-113,887
| Closed | -$25M | – | 1621 |
|
|
2024
Q4 | $25M | Buy |
+113,887
| New | +$25.4M | 0.47% | 28 |
|
|
2024
Q3 | – | Sell |
-125,402
| Closed | -$21.7M | – | 284 |
|
|
2024
Q2 | $21.7M | Sell |
125,402
-7,213
| -5% | -$1.25M | 0.54% | 33 |
|
|
2024
Q1 | $25.3M | Sell |
132,615
-10,802
| -8% | -$1.97M | 0.56% | 37 |
|
|
2023
Q4 | $23.5M | Sell |
143,417
-34,186
| -19% | -$5.17M | 0.57% | 37 |
|
|
2023
Q3 | $24.9M | Sell |
177,603
-15,880
| -8% | -$2.26M | 0.55% | 38 |
|
|
2023
Q2 | $25.9M | Sell |
193,483
-37,361
| -16% | -$4.82M | 0.47% | 40 |
|
|
2023
Q1 | $30.3M | Buy |
230,844
+4,324
| +2% | +$578K | 0.42% | 41 |
|
|
2022
Q4 | $31.9M | Sell |
226,520
-2,860
| -1% | -$395K | 0.43% | 43 |
|
|
2022
Q3 | $27.3M | Sell |
229,380
-3,670
| -2% | -$482K | 0.4% | 47 |
|
|
2022
Q2 | $32.9M | Sell |
233,050
-8,390
| -3% | -$1.13M | 0.51% | 33 |
|
|
2022
Q1 | $31.4M | Buy |
241,440
+6,510
| +3% | +$849K | 0.42% | 46 |
|
|
2021
Q4 | $31.4M | Sell |
234,930
-14,092
| -6% | -$1.77M | 0.51% | 40 |
|
|
2021
Q3 | $33.1M | Buy |
249,022
+8,727
| +4% | +$1.17M | 0.42% | 39 |
|
|
2021
Q2 | $33.7M | Buy |
240,295
+29,021
| +14% | +$3.97M | 0.43% | 38 |
|
|
2021
Q1 | $26.9M | Buy |
211,274
+5,712
| +3% | +$684K | 0.37% | 49 |
|
|
2020
Q4 | $24.7M | Buy |
205,562
+2,094
| +1% | +$242K | 0.36% | 48 |
|
|
2020
Q3 | $23.7M | Buy |
203,468
+23,007
| +13% | +$2.71M | 0.39% | 46 |
|
|
2020
Q2 | $20.8M | Buy |
180,461
+138,936
| +335% | +$16.1M | 0.39% | 46 |
|
|
2020
Q1 | $4.4M | Sell |
41,525
-3,269
| -7% | -$413K | 0.11% | 121 |
|
|
2019
Q4 | $5.74M | Sell |
44,794
-2,811
| -6% | -$365K | 0.1% | 127 |
|
|
2019
Q3 | $6.62M | Sell |
47,605
-7,456
| -14% | -$1.01M | 0.13% | 114 |
|
|
2019
Q2 | $7.26M | Sell |
55,061
-4,060
| -7% | -$533K | 0.24% | 107 |
|
|
2019
Q1 | $7.97M | Sell |
59,121
-1,848
| -3% | -$236K | 0.32% | 82 |
|
|
2018
Q4 | $6.63M | Sell |
60,969
-8,910
| -13% | -$1.07M | 0.28% | 89 |
|
|
2018
Q3 | $10.1M | Sell |
69,879
-2,707
| -4% | -$378K | 0.36% | 87 |
|
|
2018
Q2 | $9.69M | Sell |
72,586
-2,013
| -3% | -$281K | 0.37% | 81 |
|
|
2018
Q1 | $10.9M | Sell |
74,599
-4,786
| -6% | -$724K | 0.42% | 75 |
|
|
2017
Q4 | $11.6M | Sell |
79,385
-2,651
| -3% | -$385K | 0.44% | 79 |
|
|
2017
Q3 | $11.4M | Sell |
82,036
-14,168
| -15% | -$1.97M | 0.44% | 76 |
|
|
2017
Q2 | $14.1M | Sell |
96,204
-34,719
| -27% | -$5.23M | 0.56% | 61 |
|
|
2017
Q1 | $21.8M | Sell |
130,923
-4,394
| -3% | -$737K | 0.87% | 35 |
|
|
2016
Q4 | $21.5M | Sell |
135,317
-4,769
| -3% | -$726K | 0.89% | 35 |
|
|
2016
Q3 | $21.3M | Sell |
140,086
-3,149
| -2% | -$478K | 0.87% | 36 |
|
|
2016
Q2 | $20.8M | Buy |
143,235
+13,467
| +10% | +$1.93M | 0.85% | 36 |
|
|
2016
Q1 | $18.8M | Sell |
129,768
-5,707
| -4% | -$729K | 0.77% | 43 |
|
|
2015
Q4 | $17.8M | Sell |
135,475
-7,900
| -6% | -$1.06M | 0.7% | 47 |
|
|
2015
Q3 | $19.9M | Sell |
143,375
-20,601
| -13% | -$3.04M | 0.77% | 35 |
|
|
2015
Q2 | $25.5M | Sell |
163,976
-2,720
| -2% | -$437K | 0.84% | 30 |
|
|
2015
Q1 | $25.6M | Sell |
166,696
-3,077
| -2% | -$467K | 0.83% | 33 |
|
|
2014
Q4 | $26M | Buy |
+169,773
| New | +$27M | 0.84% | 31 |
|
Other funds holding IBM
VCM
VPM
