Concurrent Investment Advisors’s IBM IBM Stock Holding History

Concurrent Investment Advisors’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	$31.7M	Buy	112,698 +32,284	+40%	+$8.13M	0.27%	70
2026 Q1	$19.5M	Sell	80,414 -3,116	-4%	-$843K	0.21%	105
2025 Q4	$24.7M	Buy	83,530 +27,907	+50%	+$8.36M	0.28%	69
2025 Q3	$15.7M	Buy	55,623 +5,987	+12%	+$1.57M	0.27%	77
2025 Q2	$14.6M	Sell	49,636 -976	-2%	-$251K	0.28%	78
2025 Q1	$12.6M	Buy	50,612 +2,969	+6%	+$726K	0.31%	68
2024 Q4	$10.5M	Buy	47,643 +13,234	+38%	+$2.95M	0.28%	80
2024 Q3	$7.61M	Buy	34,409 +2,078	+6%	+$407K	0.22%	104
2024 Q2	$5.59M	Buy	32,331 +3,625	+13%	+$630K	0.18%	120
2024 Q1	$5.48M	Sell	28,706 -1,416	-5%	-$258K	0.22%	105
2023 Q4	$4.93M	Buy	+30,122	New	+$4.55M	0.23%	97

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Concurrent Investment Advisors's IBM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its IBM (IBM) stake by 40% in Q2 2026, buying an estimated $8.13M and bringing the position to 112,698 shares worth $31.7M. The position accounts for 0.27% of the portfolio, ranked #70.

Concurrent Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Concurrent Investment Advisors held 112,698 shares of IBM worth $31.7M as of Q2 2026.
Concurrent Investment Advisors bought 32,284 IBM shares in Q2 2026, an estimated $8.13M.
IBM made up 0.27% of Concurrent Investment Advisors's portfolio in Q2 2026, its #70 holding.
Concurrent Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.