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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accordant Advisory Group's IBM Position: Q1 2026 in Review

Accordant Advisory Group reduced its IBM (IBM) stake by 52% in Q1 2026, selling an estimated $27.1K and leaving 92 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #122.

Accordant Advisory Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $56.9K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Accordant Advisory Group held 92 shares of IBM worth $22.3K as of Q1 2026.
  • Accordant Advisory Group sold 100 IBM shares in Q1 2026, an estimated $27.1K.
  • IBM made up 0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #122 holding.
  • Accordant Advisory Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's IBM position peaked at $56.9K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.