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Money Concepts Capital’s IBM IBM Stock Holding History

Money Concepts Capital’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 		$5.43M Buy
22,396
+1,180
+6% +$319K 0.3% 76
2025
Q4 		$6.28M Sell
21,216
-669
-3% -$200K 0.35% 60
2025
Q3 		$6.17M Buy
21,885
+1,738
+9% +$455K 0.38% 55
2025
Q2 		$5.94M Sell
20,147
-170
-0.8% -$43.8K 0.4% 53
2025
Q1 		$5.05M Sell
20,317
-2,200
-10% -$538K 0.38% 60
2024
Q4 		$4.95M Buy
22,517
+47
+0.2% +$10.5K 0.37% 61
2024
Q3 		$4.97M Sell
22,470
-691
-3% -$135K 0.38% 59
2024
Q2 		$4.01M Buy
23,161
+1,001
+5% +$174K 0.34% 70
2024
Q1 		$4.23M Sell
22,160
-343
-2% -$62.6K 0.39% 66
2023
Q4 		$3.68M Sell
22,503
-242
-1% -$36.6K 0.34% 83
2023
Q3 		$3.19M Buy
22,745
+661
+3% +$94K 0.33% 88
2023
Q2 		$2.95M Buy
22,084
+1,047
+5% +$135K 0.3% 99
2023
Q1 		$2.76M Sell
21,037
-13,885
-40% -$1.86M 0.15% 121
2022
Q4 		$4.92M Buy
34,922
+9,827
+39% +$1.36M 0.22% 90
2022
Q3 		$2.98M Buy
25,095
+155
+0.6% +$20.3K 0.18% 108
2022
Q2 		$3.52M Sell
24,940
-5,484
-18% -$740K 0.31% 70
2022
Q1 		$3.96M Buy
30,424
+5,708
+23% +$744K 0.22% 93
2021
Q4 		$3.3M Buy
+24,716
New +$3.1M 0.28% 87
2021
Q1 		$3.36M Buy
26,377
+274
+1% +$32.8K 0.27% 89
2020
Q4 		$3.14M Buy
+26,103
New +$3.02M 0.29% 90

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

Money Concepts Capital's IBM Position: Q1 2026 in Review

Money Concepts Capital increased its IBM (IBM) stake by 5.6% in Q1 2026, buying an estimated $319K and bringing the position to 22,396 shares worth $5.43M. The position accounts for 0.3% of the portfolio, ranked #76.

Money Concepts Capital first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.28M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Money Concepts Capital held 22,396 shares of IBM worth $5.43M as of Q1 2026.
  • Money Concepts Capital bought 1,180 IBM shares in Q1 2026, an estimated $319K.
  • IBM made up 0.3% of Money Concepts Capital's portfolio in Q1 2026, its #76 holding.
  • Money Concepts Capital first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's IBM position peaked at $6.28M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.