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Accordant Advisory Group’s IBM IBM Stock Holding History

Accordant Advisory Group’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 		$25.9K Hold
92
– – 0.02% 122
2026
Q1 		$22.3K Sell
92
-100
-52% -$27.1K 0.01% 122
2025
Q4 		$56.9K Buy
192
+100
+109% +$29.9K 0.04% 76
2025
Q3 		$26K Hold
92
– – 0.02% 111
2025
Q2 		$27.1K Hold
92
– – 0.02% 105
2025
Q1 		$22.9K Hold
92
– – 0.02% 92
2024
Q4 		$20.2K Hold
92
– – 0.02% 100
2024
Q3 		$20.3K Hold
92
– – 0.02% 104
2024
Q2 		$15.9K Hold
92
– – 0.02% 112
2024
Q1 		$17.6K Buy
+92
New +$16.8K 0.01% 156

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accordant Advisory Group's IBM Position: Q2 2026 in Review

Accordant Advisory Group held its IBM (IBM) position steady in Q2 2026 at 92 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #122.

Accordant Advisory Group first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $56.9K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Accordant Advisory Group held 92 shares of IBM worth $25.9K as of Q2 2026.
  • Accordant Advisory Group left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.02% of Accordant Advisory Group's portfolio in Q2 2026, its #122 holding.
  • Accordant Advisory Group first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Accordant Advisory Group's IBM position peaked at $56.9K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.