SVB Wealth’s IBM IBM Stock Holding History

SVB Wealth’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
2015 Q3	–	Sell	-8,368	Closed	-$1.3M	–	564
2015 Q2	$1.3M	Buy	+8,368	New	+$1.34M	0.04%	291

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SVB Wealth's IBM Position: Q2 2026 in Review

SVB Wealth reduced its IBM (IBM) stake by 5.6% in Q2 2026, selling an estimated $394K and leaving 26,454 shares worth $7.44M. The position accounts for 0.47% of the portfolio, ranked #46.

SVB Wealth first reported a position in IBM in Q4 2014 and has held it in 45 quarters since. The position peaked at $33.7M in Q2 2021. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

SVB Wealth held 26,454 shares of IBM worth $7.44M as of Q2 2026.
SVB Wealth sold 1,564 IBM shares in Q2 2026, an estimated $394K.
IBM made up 0.47% of SVB Wealth's portfolio in Q2 2026, its #46 holding.
SVB Wealth first reported a position in IBM in Q4 2014 and has held it in 45 quarters since.
SVB Wealth's IBM position peaked at $33.7M in Q2 2021.
3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.