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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
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 $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

Empire Financial Management Company's IBM Position: Q1 2026 in Review

Empire Financial Management Company reduced its IBM (IBM) stake by 0.12% in Q1 2026, selling an estimated $8.12K and leaving 25,970 shares worth $6.29M. The position accounts for 1.42% of the portfolio, ranked #15.

Empire Financial Management Company first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.7M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Empire Financial Management Company held 25,970 shares of IBM worth $6.29M as of Q1 2026.
  • Empire Financial Management Company sold 30 IBM shares in Q1 2026, an estimated $8.12K.
  • IBM made up 1.42% of Empire Financial Management Company's portfolio in Q1 2026, its #15 holding.
  • Empire Financial Management Company first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
  • Empire Financial Management Company's IBM position peaked at $7.7M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.