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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
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 $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

Concorde Asset Management's IBM Position: Q1 2026 in Review

Concorde Asset Management sold out of IBM (IBM) in Q1 2026, closing a stake of 800 shares — an estimated $237K sold.

Concorde Asset Management first reported a position in IBM in Q3 2016 and held it in 4 quarters. The position peaked at $1.45M in Q3 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Concorde Asset Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 800 IBM shares in Q1 2026, an estimated $237K.
  • Concorde Asset Management first reported a position in IBM in Q3 2016 and held it in 4 quarters.
  • Concorde Asset Management's IBM position peaked at $1.45M in Q3 2016.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.