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Empire Financial Management Company’s IBM IBM Stock Holding History

Empire Financial Management Company’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 		$3.41M Sell
12,112
-13,858
-53% -$3.49M 1.35% 25
2026
Q1 		$6.29M Sell
25,970
-30
-0.1% -$8.12K 1.42% 15
2025
Q4 		$7.7M Sell
26,000
-36
-0.1% -$10.8K 1.67% 11
2025
Q3 		$7.35M Buy
26,036
+291
+1% +$76.2K 1.68% 9
2025
Q2 		$7.59M Sell
25,745
-880
-3% -$227K 2.19% 6
2025
Q1 		$6.62M Sell
26,625
-723
-3% -$177K 2.05% 6
2024
Q4 		$6.01M Sell
27,348
-2,748
-9% -$612K 1.88% 7
2024
Q3 		$6.65M Sell
30,096
-3,011
-9% -$590K 2.05% 6
2024
Q2 		$5.73M Buy
33,107
+4,272
+15% +$742K 1.89% 8
2024
Q1 		$5.51M Buy
28,835
+1,006
+4% +$184K 1.82% 8
2023
Q4 		$4.55M Buy
27,829
+649
+2% +$98.1K 1.78% 8
2023
Q3 		$3.81M Buy
27,180
+3,616
+15% +$514K 1.66% 9
2023
Q2 		$3.15M Buy
23,564
+7,857
+50% +$1.01M 1.26% 19
2023
Q1 		$2.06M Buy
+15,707
New +$2.1M 0.84% 37

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 $3.37T AUM 44.26% 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

Empire Financial Management Company's IBM Position: Q2 2026 in Review

Empire Financial Management Company reduced its IBM (IBM) stake by 53% in Q2 2026, selling an estimated $3.49M and leaving 12,112 shares worth $3.41M. The position accounts for 1.35% of the portfolio, ranked #25.

Empire Financial Management Company first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.7M in Q4 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Empire Financial Management Company held 12,112 shares of IBM worth $3.41M as of Q2 2026.
  • Empire Financial Management Company sold 13,858 IBM shares in Q2 2026, an estimated $3.49M.
  • IBM made up 1.35% of Empire Financial Management Company's portfolio in Q2 2026, its #25 holding.
  • Empire Financial Management Company first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's IBM position peaked at $7.7M in Q4 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.