Embree Financial Group’s IBM IBM Stock Holding History

Embree Financial Group’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	$964K	Buy	3,428 +178	+5%	+$44.8K	0.1%	127
2026 Q1	$788K	Buy	3,250 +1,604	+97%	+$434K	0.09%	128
2025 Q4	$488K	Buy	1,646 +39	+2%	+$11.7K	0.06%	155
2025 Q3	$453K	Buy	1,607 +47	+3%	+$12.3K	0.06%	148
2025 Q2	$460K	Buy	1,560 +25	+2%	+$6.44K	0.07%	137
2025 Q1	$382K	Buy	1,535 +12	+0.8%	+$2.94K	0.06%	144
2024 Q4	$335K	Sell	1,523 -72	-5%	-$16K	0.06%	148
2024 Q3	$353K	Buy	1,595 +62	+4%	+$12.2K	0.06%	143
2024 Q2	$265K	Sell	1,533 -33	-2%	-$5.73K	0.05%	157
2024 Q1	$299K	Sell	1,566 -1	-0.1%	-$182	0.06%	155
2023 Q4	$256K	Buy	+1,567	New	+$237K	0.05%	155

Other funds holding IBM

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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Embree Financial Group's IBM Position: Q2 2026 in Review

Embree Financial Group increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $44.8K and bringing the position to 3,428 shares worth $964K. The position accounts for 0.1% of the portfolio, ranked #127.

Embree Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Embree Financial Group held 3,428 shares of IBM worth $964K as of Q2 2026.
Embree Financial Group bought 178 IBM shares in Q2 2026, an estimated $44.8K.
IBM made up 0.1% of Embree Financial Group's portfolio in Q2 2026, its #127 holding.
Embree Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.