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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
2026
Q1 		– Sell
-100
Closed -$29.6K – 1981
2025
Q4 		$29.6K Hold
100
– – ﹤0.01% 1754
2025
Q3 		$28.2K Hold
100
– – ﹤0.01% 1462
2025
Q2 		$29.5K Buy
+100
New +$25.8K ﹤0.01% 1364

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 $3.38T AUM 44.17% 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

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. 3,643 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.
  • 3,643 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.