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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empirical Asset Management's IBM Position: Q1 2026 in Review

Empirical Asset Management reduced its IBM (IBM) stake by 57% in Q1 2026, selling an estimated $554K and leaving 1,570 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #254.

Empirical Asset Management first reported a position in IBM in Q2 2023 and has held it in 9 quarters since. The position peaked at $804K in Q3 2023. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Empirical Asset Management held 1,570 shares of IBM worth $380K as of Q1 2026.
Empirical Asset Management sold 2,048 IBM shares in Q1 2026, an estimated $554K.
IBM made up 0.1% of Empirical Asset Management's portfolio in Q1 2026, its #254 holding.
Empirical Asset Management first reported a position in IBM in Q2 2023 and has held it in 9 quarters since.
Empirical Asset Management's IBM position peaked at $804K in Q3 2023.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.