Concord Asset Management (Virginia)’s IBM IBM Stock Holding History

Concord Asset Management (Virginia)’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	$1.85M	Sell	6,585 -317	-5%	-$79.9K	0.29%	73
2026 Q1	$1.67M	Buy	6,902 +263	+4%	+$71.2K	0.28%	75
2025 Q4	$1.97M	Sell	6,639 -55	-0.8%	-$16.5K	0.34%	70
2025 Q3	$1.89M	Buy	6,694 +490	+8%	+$128K	0.34%	72
2025 Q2	$1.83M	Buy	6,204 +2,345	+61%	+$604K	0.28%	91
2025 Q1	$947K	Buy	+3,859	New	+$944K	0.21%	97
2024 Q2	–	Sell	-1,249	Closed	-$239K	–	135
2024 Q1	$239K	Sell	1,249 -10	-0.8%	-$1.82K	0.06%	129
2023 Q4	$206K	Buy	+1,259	New	+$190K	0.06%	132

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

Concord Asset Management (Virginia)'s IBM Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its IBM (IBM) stake by 4.6% in Q2 2026, selling an estimated $79.9K and leaving 6,585 shares worth $1.85M. The position accounts for 0.29% of the portfolio, ranked #73.

Concord Asset Management (Virginia) first reported a position in IBM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.97M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Concord Asset Management (Virginia) held 6,585 shares of IBM worth $1.85M as of Q2 2026.
Concord Asset Management (Virginia) sold 317 IBM shares in Q2 2026, an estimated $79.9K.
IBM made up 0.29% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #73 holding.
Concord Asset Management (Virginia) first reported a position in IBM in Q4 2023 and has held it in 8 quarters since.
Concord Asset Management (Virginia)'s IBM position peaked at $1.97M in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.