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Concord Wealth Partners’s IBM IBM Stock Holding History

Concord Wealth Partners’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 		$1.81M Buy
7,474
+308
+4% +$83.3K 0.24% 97
2025
Q4 		$2.12M Sell
7,166
-6
-0.1% -$1.8K 0.28% 85
2025
Q3 		$2.02M Buy
7,172
+968
+16% +$253K 0.28% 85
2025
Q2 		$1.83M Buy
6,204
+2,099
+51% +$541K 0.27% 91
2025
Q1 		$1.02M Buy
4,105
+2,615
+176% +$640K 0.17% 117
2024
Q4 		$328K Buy
1,490
+34
+2% +$7.57K 0.05% 167
2024
Q3 		$322K Sell
1,456
-481
-25% -$94.3K 0.05% 167
2024
Q2 		$335K Sell
1,937
-124
-6% -$21.5K 0.06% 158
2024
Q1 		$394K Sell
2,061
-31
-1% -$5.66K 0.07% 159
2023
Q4 		$342K Sell
2,092
-20
-0.9% -$3.02K 0.07% 152
2023
Q3 		$296K Buy
2,112
+673
+47% +$95.8K 0.06% 157
2023
Q2 		$193K Sell
1,439
-86
-6% -$11.1K 0.04% 198
2023
Q1 		$200K Sell
1,525
-1,986
-57% -$266K 0.06% 164
2022
Q4 		$495K Buy
3,511
+661
+23% +$91.2K 0.15% 85
2022
Q3 		$339K Buy
2,850
+287
+11% +$37.7K 0.11% 118
2022
Q2 		$362K Sell
2,563
-1,018
-28% -$137K 0.1% 124
2022
Q1 		$466K Buy
3,581
+272
+8% +$35.5K 0.12% 108
2021
Q4 		$442K Buy
3,309
+2,197
+198% +$276K 0.11% 109
2021
Q3 		$148K Sell
1,112
-1,464
-57% -$196K 0.06% 107
2021
Q2 		$361K Buy
2,576
+101
+4% +$13.8K 0.1% 89
2021
Q1 		$315K Buy
2,475
+976
+65% +$117K 0.11% 94
2020
Q4 		$180K Buy
+1,499
New +$173K 0.14% 80

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

Concord Wealth Partners's IBM Position: Q1 2026 in Review

Concord Wealth Partners increased its IBM (IBM) stake by 4.3% in Q1 2026, buying an estimated $83.3K and bringing the position to 7,474 shares worth $1.81M. The position accounts for 0.24% of the portfolio, ranked #97.

Concord Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.12M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Concord Wealth Partners held 7,474 shares of IBM worth $1.81M as of Q1 2026.
  • Concord Wealth Partners bought 308 IBM shares in Q1 2026, an estimated $83.3K.
  • IBM made up 0.24% of Concord Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Concord Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's IBM position peaked at $2.12M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.