Empower Advisory Group
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Empower Advisory Group’s IBM IBM Stock Holding History

Empower Advisory Group’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 		$3.25M Buy
11,569
+398
+4% +$100K 0.01% 206
2026
Q1 		$2.71M Buy
11,171
+3,036
+37% +$821K 0.01% 199
2025
Q4 		$2.41M Sell
8,135
-2,939
-27% -$880K 0.01% 207
2025
Q3 		$3.12M Sell
11,074
-144
-1% -$37.7K 0.01% 195
2025
Q2 		$3.31M Buy
11,218
+2,479
+28% +$639K 0.01% 191
2025
Q1 		$2.17M Buy
8,739
+179
+2% +$43.8K 0.01% 204
2024
Q4 		$1.88M Buy
8,560
+999
+13% +$222K 0.01% 211
2024
Q3 		$1.67M Sell
7,561
-1,275
-14% -$250K 0.01% 206
2024
Q2 		$1.53M Sell
8,836
-236
-3% -$41K 0.01% 209
2024
Q1 		$1.73M Sell
9,072
-959
-10% -$175K 0.01% 206
2023
Q4 		$1.64M Sell
10,031
-2,160
-18% -$326K 0.01% 212
2023
Q3 		$1.71M Buy
12,191
+297
+2% +$42.3K 0.01% 209
2023
Q2 		$1.59M Sell
11,894
-26
-0.2% -$3.35K 0.01% 211
2023
Q1 		$1.57M Buy
+11,920
New +$1.59M 0.01% 220

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group's IBM Position: Q2 2026 in Review

Empower Advisory Group increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $100K and bringing the position to 11,569 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #206.

Empower Advisory Group first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.31M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Empower Advisory Group held 11,569 shares of IBM worth $3.25M as of Q2 2026.
  • Empower Advisory Group bought 398 IBM shares in Q2 2026, an estimated $100K.
  • IBM made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #206 holding.
  • Empower Advisory Group first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's IBM position peaked at $3.31M in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.