Empirical Finance’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.37M | Sell |
30,420
-33
| -0.1% | -$8.93K | 0.35% | 58 |
|
|
2025
Q4 | $9.02M | Sell |
30,453
-1,327
| -4% | -$397K | 0.43% | 42 |
|
|
2025
Q3 | $8.97M | Buy |
31,780
+319
| +1% | +$83.5K | 0.43% | 42 |
|
|
2025
Q2 | $9.27M | Buy |
31,461
+203
| +0.6% | +$52.3K | 0.49% | 36 |
|
|
2025
Q1 | $7.77M | Buy |
31,258
+404
| +1% | +$98.8K | 0.47% | 38 |
|
|
2024
Q4 | $6.78M | Sell |
30,854
-386
| -1% | -$86K | 0.39% | 44 |
|
|
2024
Q3 | $6.91M | Buy |
31,240
+566
| +2% | +$111K | 0.4% | 45 |
|
|
2024
Q2 | $5.31M | Sell |
30,674
-2,018
| -6% | -$351K | 0.33% | 58 |
|
|
2024
Q1 | $6.24M | Buy |
32,692
+1,113
| +4% | +$203K | 0.38% | 52 |
|
|
2023
Q4 | $5.16M | Sell |
31,579
-50
| -0.2% | -$7.55K | 0.36% | 56 |
|
|
2023
Q3 | $4.44M | Buy |
31,629
+3,509
| +12% | +$499K | 0.33% | 60 |
|
|
2023
Q2 | $3.76M | Buy |
28,120
+3,062
| +12% | +$395K | 0.29% | 69 |
|
|
2023
Q1 | $3.28M | Buy |
25,058
+1,276
| +5% | +$171K | 0.31% | 70 |
|
|
2022
Q4 | $3.35M | Buy |
23,782
+1,956
| +9% | +$270K | 0.35% | 61 |
|
|
2022
Q3 | $2.59M | Buy |
21,826
+3,606
| +20% | +$473K | 0.31% | 65 |
|
|
2022
Q2 | $2.57M | Buy |
18,220
+986
| +6% | +$133K | 0.33% | 60 |
|
|
2022
Q1 | $2.24M | Buy |
17,234
+1,895
| +12% | +$247K | 0.25% | 77 |
|
|
2021
Q4 | $2.05M | Buy |
15,339
+3,587
| +31% | +$450K | 0.24% | 75 |
|
|
2021
Q3 | $1.56M | Buy |
11,752
+676
| +6% | +$90.4K | 0.24% | 86 |
|
|
2021
Q2 | $1.55M | Buy |
11,076
+1,610
| +17% | +$220K | 0.25% | 79 |
|
|
2021
Q1 | $1.14M | Hold |
9,466
| – | – | 0.2% | 125 |
|
|
2020
Q4 | $1.14M | Buy |
9,466
+1,683
| +22% | +$195K | 0.2% | 125 |
|
|
2020
Q3 | $905K | Buy |
7,783
+1,666
| +27% | +$196K | 0.19% | 135 |
|
|
2020
Q2 | $706K | Buy |
6,117
+768
| +14% | +$89.2K | 0.18% | 123 |
|
|
2020
Q1 | $567K | Buy |
5,349
+1,914
| +56% | +$242K | 0.18% | 119 |
|
|
2019
Q4 | $440K | Buy |
3,435
+1,277
| +59% | +$166K | 0.11% | 148 |
|
|
2019
Q3 | $300K | Sell |
2,158
-11,482
| -84% | -$1.55M | 0.08% | 136 |
|
|
2019
Q2 | $1.8M | Buy |
13,640
+87
| +0.6% | +$11.4K | 0.49% | 37 |
|
|
2019
Q1 | $1.83M | Buy |
13,553
+516
| +4% | +$65.8K | 0.47% | 38 |
|
|
2018
Q4 | $1.42M | Buy |
13,037
+11,230
| +621% | +$1.35M | 0.42% | 45 |
|
|
2018
Q3 | $261K | Buy |
1,807
+203
| +13% | +$28.4K | 0.06% | 130 |
|
|
2018
Q2 | $214K | Sell |
1,604
-11,949
| -88% | -$1.67M | 0.05% | 130 |
|
|
2018
Q1 | $1.83M | Buy |
+13,553
| New | +$2.05M | 0.47% | 38 |
|
|
2017
Q1 | – | Sell |
-480
| Closed | -$77K | – | 308 |
|
|
2016
Q4 | $77K | Buy |
+480
| New | +$73.1K | 0.05% | 98 |
|
Other funds holding IBM
VCM
VPM
Empirical Finance's IBM Position: Q1 2026 in Review
Empirical Finance reduced its IBM (IBM) stake by 0.11% in Q1 2026, selling an estimated $8.93K and leaving 30,420 shares worth $7.37M. The position accounts for 0.35% of the portfolio, ranked #58.
Empirical Finance first reported a position in IBM in Q4 2016 and has held it in 34 quarters since. The position peaked at $9.27M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Empirical Finance held 30,420 shares of IBM worth $7.37M as of Q1 2026.
- Empirical Finance sold 33 IBM shares in Q1 2026, an estimated $8.93K.
- IBM made up 0.35% of Empirical Finance's portfolio in Q1 2026, its #58 holding.
- Empirical Finance first reported a position in IBM in Q4 2016 and has held it in 34 quarters since.
- Empirical Finance's IBM position peaked at $9.27M in Q2 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.