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Concentric Capital Strategies’s IBM IBM Stock Holding History

Concentric Capital Strategies’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 		$298K Sell
1,231
-6,868
-85% -$1.86M 0.03% 273
2025
Q4 		$2.4M Buy
+8,099
New +$2.43M 0.12% 135

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

Concentric Capital Strategies's IBM Position: Q1 2026 in Review

Concentric Capital Strategies reduced its IBM (IBM) stake by 85% in Q1 2026, selling an estimated $1.86M and leaving 1,231 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #273.

Concentric Capital Strategies first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.4M in Q4 2025. 3,468 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Concentric Capital Strategies held 1,231 shares of IBM worth $298K as of Q1 2026.
  • Concentric Capital Strategies sold 6,868 IBM shares in Q1 2026, an estimated $1.86M.
  • IBM made up 0.03% of Concentric Capital Strategies's portfolio in Q1 2026, its #273 holding.
  • Concentric Capital Strategies first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Concentric Capital Strategies's IBM position peaked at $2.4M in Q4 2025.
  • 3,468 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Concentric Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.