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Concorde Asset Management’s IBM IBM Stock Holding History

Concorde Asset Management’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 		$212K Buy
+753
New +$190K 0.12% 134
2026
Q1 		– Sell
-800
Closed -$237K – 224
2025
Q4 		$237K Buy
800
+7
+0.9% +$2.1K 0.09% 198
2025
Q3 		$226K Buy
+793
New +$208K 0.09% 200
2017
Q1 		– Sell
-2,002
Closed -$266K – 116
2016
Q4 		$266K Sell
2,002
-7,884
-80% -$1.2M 0.48% 75
2016
Q3 		$1.45M Buy
+9,886
New +$1.5M 1.83% 11

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

Concorde Asset Management's IBM Position: Q2 2026 in Review

Concorde Asset Management opened a new position in IBM (IBM) in Q2 2026: 753 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #134 among its holdings. This is a return to the name: Concorde Asset Management previously reported a position in IBM as recently as Q4 2025.

Concorde Asset Management first reported a position in IBM in Q3 2016 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2016. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Concorde Asset Management held 753 shares of IBM worth $212K as of Q2 2026.
  • IBM was a new Concorde Asset Management position in Q2 2026.
  • IBM made up 0.12% of Concorde Asset Management's portfolio in Q2 2026, its #134 holding.
  • Concorde Asset Management first reported a position in IBM in Q3 2016 and has held it in 5 quarters since.
  • Concorde Asset Management's IBM position peaked at $1.45M in Q3 2016.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.