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Concourse Financial Group Securities’s IBM IBM Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-15,525
Closed -$3.47M – 972
2024
Q4 		$3.47M Sell
15,525
-658
-4% -$147K 0.2% 112
2024
Q3 		$3.58M Buy
16,183
+1,418
+10% +$278K 0.21% 115
2024
Q2 		$2.55M Sell
14,765
-350
-2% -$60.8K 0.16% 141
2024
Q1 		$2.89M Buy
15,115
+713
+5% +$130K 0.19% 124
2023
Q4 		$2.36M Buy
14,402
+695
+5% +$105K 0.17% 126
2023
Q3 		$1.92M Buy
13,707
+1,472
+12% +$209K 0.15% 146
2023
Q2 		$1.64M Sell
12,235
-774
-6% -$99.9K 0.12% 168
2023
Q1 		$1.71M Buy
13,009
+799
+7% +$107K 0.13% 165
2022
Q4 		$1.72M Sell
12,210
-225
-2% -$31K 0.14% 162
2022
Q3 		$1.48M Sell
12,435
-91
-0.7% -$11.9K 0.14% 158
2022
Q2 		$1.77M Buy
12,526
+2,990
+31% +$404K 0.15% 149
2022
Q1 		$1.24M Buy
9,536
+2,142
+29% +$279K 0.09% 219
2021
Q4 		$988K Buy
7,394
+671
+10% +$84.2K 0.06% 330
2021
Q3 		$893K Sell
6,723
-384
-5% -$51.3K 0.05% 336
2021
Q2 		$996K Sell
7,107
-300
-4% -$41K 0.06% 302
2021
Q1 		$944K Sell
7,407
-82
-1% -$9.81K 0.07% 277
2020
Q4 		$901K Sell
7,489
-374
-5% -$43.2K 0.07% 258
2020
Q3 		$915K Buy
7,863
+1,117
+17% +$132K 0.08% 212
2020
Q2 		$779K Sell
6,746
-1,834
-21% -$213K 0.08% 210
2020
Q1 		$910K Buy
8,580
+622
+8% +$78.7K 0.1% 165
2019
Q4 		$1.02M Buy
7,958
+4,682
+143% +$609K 0.1% 167
2019
Q3 		$455K Sell
3,276
-4,076
-55% -$550K 0.11% 147
2019
Q2 		$969K Buy
7,352
+877
+14% +$115K 0.1% 162
2019
Q1 		$873K Sell
6,475
-1,625
-20% -$207K 0.09% 185
2018
Q4 		$880K Buy
8,100
+4,367
+117% +$524K 0.11% 173
2018
Q3 		$540K Buy
+3,733
New +$522K 0.15% 143

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Concourse Financial Group Securities's IBM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of IBM (IBM) in Q1 2025, closing a stake of 15,525 shares — an estimated $3.47M sold.

Concourse Financial Group Securities first reported a position in IBM in Q3 2018 and held it in 26 quarters. The position peaked at $3.58M in Q3 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 15,525 IBM shares in Q1 2025, an estimated $3.47M.
  • Concourse Financial Group Securities first reported a position in IBM in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's IBM position peaked at $3.58M in Q3 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.