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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
2025
Q2 		– Sell
-100
Closed -$24.9K – 1431
2025
Q1 		$24.9K Buy
+100
New +$24.5K ﹤0.01% 1211
2024
Q3 		– Sell
-5,100
Closed -$882K – 1121
2024
Q2 		$882K Buy
5,100
+5,000
+5,000% +$869K 0.03% 459
2024
Q1 		$19.1K Buy
+100
New +$18.2K ﹤0.01% 897

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

Concurrent Investment Advisors's IBM Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its IBM (IBM) stake by 3.7% in Q1 2026, selling an estimated $843K and leaving 80,414 shares worth $19.5M. The position accounts for 0.21% of the portfolio, ranked #105.

Concurrent Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.7M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Concurrent Investment Advisors held 80,414 shares of IBM worth $19.5M as of Q1 2026.
  • Concurrent Investment Advisors sold 3,116 IBM shares in Q1 2026, an estimated $843K.
  • IBM made up 0.21% of Concurrent Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • Concurrent Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's IBM position peaked at $24.7M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.