Empirical Asset Management’s IBM IBM Stock Holding History

Empirical Asset Management’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	$642K	Buy	2,282 +712	+45%	+$179K	0.14%	183
2026 Q1	$380K	Sell	1,570 -2,048	-57%	-$554K	0.1%	254
2025 Q4	$428K	Buy	3,618 +44	+1%	+$13.2K	0.12%	224
2025 Q3	$396K	Buy	3,574 +1,881	+111%	+$492K	0.11%	258
2025 Q2	$499K	Buy	1,693 +744	+78%	+$192K	0.15%	205
2025 Q1	$236K	Buy	+949	New	+$232K	0.08%	283
2024 Q3	–	Sell	-2,960	Closed	-$512K	–	332
2024 Q2	$512K	Buy	2,960 +292	+11%	+$50.7K	0.19%	152
2024 Q1	$510K	Buy	+2,668	New	+$487K	0.25%	107
2023 Q4	–	Sell	-5,728	Closed	-$804K	–	195
2023 Q3	$804K	Sell	5,728 -205	-3%	-$29.2K	0.7%	43
2023 Q2	$794K	Buy	+5,933	New	+$766K	0.7%	45

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empirical Asset Management's IBM Position: Q2 2026 in Review

Empirical Asset Management increased its IBM (IBM) stake by 45% in Q2 2026, buying an estimated $179K and bringing the position to 2,282 shares worth $642K. The position accounts for 0.14% of the portfolio, ranked #183.

Empirical Asset Management first reported a position in IBM in Q2 2023 and has held it in 10 quarters since. The position peaked at $804K in Q3 2023. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Empirical Asset Management held 2,282 shares of IBM worth $642K as of Q2 2026.
Empirical Asset Management bought 712 IBM shares in Q2 2026, an estimated $179K.
IBM made up 0.14% of Empirical Asset Management's portfolio in Q2 2026, its #183 holding.
Empirical Asset Management first reported a position in IBM in Q2 2023 and has held it in 10 quarters since.
Empirical Asset Management's IBM position peaked at $804K in Q3 2023.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.