Concord Wealth Partners
Position in IBM — International Business Machines Corp
CIK 1814214
ABINGDON, VA
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,041,303
+$229,681 QoQ
Shares Held
7,259
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,379
of 3,626 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Concord Wealth Partners holds $2,072,248 across 7 Information Technology Services names. IBM ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
7,259 | $2,041,303 | |
| 2 | ACN |
Accenture plc
|
116 | $14,435 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
364 | $14,152 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
141 | $1,594 | |
| 5 | CIFR |
Cipher Digital Inc.
|
17 | $416 | |
| 6 | HCKT |
Hackett Group, Inc.
|
30 | $323 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
1 | $25 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,303 | 7,259 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,811,622 | 7,474 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,122,640 | 7,166 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,023,651 | 7,172 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,828,815 | 6,204 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,020,749 | 4,105 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $327,546 | 1,490 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $321,892 | 1,456 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $335,004 | 1,937 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $393,568 | 2,061 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $342,146 | 2,092 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $296,313 | 2,112 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $192,552 | 1,439 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $199,912 | 1,525 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $494,664 | 3,511 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $338,608 | 2,850 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $361,869 | 2,563 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $465,601 | 3,581 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $442,280 | 3,309 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $147,682 | 1,063 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $361,051 | 2,463 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $315,293 | 2,366 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $180,386 | 1,433 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||