Empirical Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9M | Buy |
60,158
+3,106
| +5% | +$783K | 0.25% | 77 |
|
|
2026
Q1 | $13.8M | Buy |
57,052
+3,254
| +6% | +$880K | 0.24% | 78 |
|
|
2025
Q4 | $15.9M | Sell |
53,798
-152
| -0.3% | -$45.5K | 0.28% | 66 |
|
|
2025
Q3 | $15.2M | Buy |
53,950
+5,476
| +11% | +$1.43M | 0.3% | 66 |
|
|
2025
Q2 | $14.3M | Buy |
48,474
+4,122
| +9% | +$1.06M | 0.32% | 62 |
|
|
2025
Q1 | $11M | Buy |
44,352
+33,728
| +317% | +$8.25M | 0.28% | 67 |
|
|
2024
Q4 | $2.34M | Buy |
10,624
+3,183
| +43% | +$709K | 0.06% | 177 |
|
|
2024
Q3 | $1.65M | Buy |
7,441
+164
| +2% | +$32.2K | 0.05% | 209 |
|
|
2024
Q2 | $1.26M | Buy |
7,277
+1,078
| +17% | +$187K | 0.04% | 235 |
|
|
2024
Q1 | $1.18M | Buy |
6,199
+1,127
| +22% | +$206K | 0.04% | 245 |
|
|
2023
Q4 | $830K | Sell |
5,072
-76
| -1% | -$11.5K | 0.03% | 257 |
|
|
2023
Q3 | $722K | Sell |
5,148
-2,539
| -33% | -$361K | 0.03% | 258 |
|
|
2023
Q2 | $1.03M | Buy |
7,687
+3,665
| +91% | +$473K | 0.04% | 223 |
|
|
2023
Q1 | $527K | Sell |
4,022
-560
| -12% | -$74.9K | 0.02% | 315 |
|
|
2022
Q4 | $646K | Sell |
4,582
-454
| -9% | -$62.6K | 0.03% | 269 |
|
|
2022
Q3 | $598K | Sell |
5,036
-2,142
| -30% | -$281K | 0.03% | 266 |
|
|
2022
Q2 | $1.01M | Sell |
7,178
-109
| -1% | -$14.7K | 0.05% | 197 |
|
|
2022
Q1 | $947K | Sell |
7,287
-76
| -1% | -$9.91K | 0.05% | 223 |
|
|
2021
Q4 | $984K | Buy |
7,363
+456
| +7% | +$57.2K | 0.05% | 219 |
|
|
2021
Q3 | $917K | Buy |
6,907
+744
| +12% | +$99.5K | 0.05% | 208 |
|
|
2021
Q2 | $864K | Buy |
6,163
+1,507
| +32% | +$206K | 0.05% | 206 |
|
|
2021
Q1 | $593K | Sell |
4,656
-508
| -10% | -$60.8K | 0.05% | 226 |
|
|
2020
Q4 | $621K | Sell |
5,164
-7,808
| -60% | -$902K | 0.05% | 217 |
|
|
2020
Q3 | $1.51M | Sell |
12,972
-525
| -4% | -$61.8K | 0.13% | 109 |
|
|
2020
Q2 | $1.56M | Sell |
13,497
-486
| -3% | -$56.4K | 0.15% | 100 |
|
|
2020
Q1 | $1.48M | Buy |
13,983
+522
| +4% | +$66K | 0.16% | 85 |
|
|
2019
Q4 | $1.73M | Buy |
13,461
+1,082
| +9% | +$141K | 0.19% | 82 |
|
|
2019
Q3 | $1.72M | Sell |
12,379
-1,243
| -9% | -$168K | 0.21% | 76 |
|
|
2019
Q2 | $1.8M | Buy |
13,622
+1,090
| +9% | +$143K | 0.23% | 68 |
|
|
2019
Q1 | $1.69M | Buy |
12,532
+8,243
| +192% | +$1.05M | 0.25% | 59 |
|
|
2018
Q4 | $466K | Sell |
4,289
-1,027
| -19% | -$123K | 0.08% | 126 |
|
|
2018
Q3 | $768K | Buy |
5,316
+857
| +19% | +$120K | 0.14% | 87 |
|
|
2018
Q2 | $596K | Buy |
4,459
+1,131
| +34% | +$158K | 0.11% | 97 |
|
|
2018
Q1 | $488K | Buy |
3,328
+1,274
| +62% | +$193K | 0.1% | 102 |
|
|
2017
Q4 | $301K | Sell |
2,054
-242
| -11% | -$35.2K | 0.06% | 115 |
|
|
2017
Q3 | $319K | Sell |
2,296
-104
| -4% | -$14.5K | 0.07% | 103 |
|
|
2017
Q2 | $353K | Buy |
2,400
+120
| +5% | +$18.1K | 0.09% | 99 |
|
|
2017
Q1 | $380K | Sell |
2,280
-23
| -1% | -$3.86K | 0.09% | 93 |
|
|
2016
Q4 | $366K | Buy |
2,303
+260
| +13% | +$39.6K | 0.09% | 89 |
|
|
2016
Q3 | $310K | Buy |
2,043
+383
| +23% | +$58.1K | 0.08% | 87 |
|
|
2016
Q2 | $241K | Sell |
1,660
-626
| -27% | -$89.6K | 0.06% | 98 |
|
|
2016
Q1 | $331K | Buy |
2,286
+367
| +19% | +$46.9K | 0.08% | 86 |
|
|
2015
Q4 | $252K | Sell |
1,919
-189
| -9% | -$25.4K | 0.06% | 93 |
|
|
2015
Q3 | $292K | Sell |
2,108
-361
| -15% | -$53.3K | 0.07% | 95 |
|
|
2015
Q2 | $384K | Buy |
2,469
+1,168
| +90% | +$188K | 0.09% | 87 |
|
|
2015
Q1 | $200K | Sell |
1,301
-354
| -21% | -$53.7K | 0.05% | 99 |
|
|
2014
Q4 | $254K | Buy |
1,655
+50
| +3% | +$7.96K | 0.06% | 90 |
|
|
2014
Q3 | $291K | Buy |
1,605
+335
| +26% | +$61K | 0.07% | 83 |
|
|
2014
Q2 | $220K | Buy |
+1,270
| New | +$229K | 0.05% | 95 |
|
|
2013
Q3 | – | Sell |
-1,104
| Closed | -$202K | – | 89 |
|
|
2013
Q2 | $202K | Buy |
+1,104
| New | +$215K | 0.07% | 80 |
|
Other funds holding IBM
ECSS
Empirical Wealth Management's IBM Position: Q2 2026 in Review
Empirical Wealth Management increased its IBM (IBM) stake by 5.4% in Q2 2026, buying an estimated $783K and bringing the position to 60,158 shares worth $16.9M. The position accounts for 0.25% of the portfolio, ranked #77.
Empirical Wealth Management first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. 1,551 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Empirical Wealth Management held 60,158 shares of IBM worth $16.9M as of Q2 2026.
- Empirical Wealth Management bought 3,106 IBM shares in Q2 2026, an estimated $783K.
- IBM made up 0.25% of Empirical Wealth Management's portfolio in Q2 2026, its #77 holding.
- Empirical Wealth Management first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
- 1,551 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.