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Empowered Funds’s IBM IBM Stock Holding History

Empowered Funds’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 		$38.3M Buy
136,324
+3,871
+3% +$975K 0.2% 89
2026
Q1 		$32.1M Buy
+132,453
New +$35.8M 0.2% 82
2025
Q4 		– Sell
-93,460
Closed -$26.4M – 1427
2025
Q3 		$26.4M Sell
93,460
-2,935
-3% -$768K 0.27% 57
2025
Q2 		$28.4M Buy
96,395
+44,512
+86% +$11.5M 0.32% 52
2025
Q1 		$12.9M Sell
51,883
-3,365
-6% -$823K 0.18% 103
2024
Q4 		$12.1M Sell
55,248
-16,870
-23% -$3.76M 0.18% 106
2024
Q3 		$15.9M Sell
72,118
-2,678
-4% -$525K 0.25% 73
2024
Q2 		$12.9M Buy
74,796
+13,327
+22% +$2.32M 0.22% 86
2024
Q1 		$11.7M Buy
61,469
+33,767
+122% +$6.16M 0.21% 90
2023
Q4 		$4.53M Buy
27,702
+12,480
+82% +$1.89M 0.11% 261
2023
Q3 		$2.14M Sell
15,222
-27
-0.2% -$3.84K 0.06% 433
2023
Q2 		$2.04M Buy
15,249
+8,984
+143% +$1.16M 0.07% 385
2023
Q1 		$821K Buy
6,265
+2,490
+66% +$333K 0.05% 320
2022
Q4 		$532K Buy
+3,775
New +$521K 0.03% 350
2019
Q1 		– Sell
-20,364
Closed -$2.21M – 107
2018
Q4 		$2.21M Buy
+20,364
New +$2.44M 0.94% 16

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 $3.37T AUM 44.26% 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

Empowered Funds's IBM Position: Q2 2026 in Review

Empowered Funds increased its IBM (IBM) stake by 2.9% in Q2 2026, buying an estimated $975K and bringing the position to 136,324 shares worth $38.3M. The position accounts for 0.2% of the portfolio, ranked #89.

Empowered Funds first reported a position in IBM in Q4 2018 and has held it in 15 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Empowered Funds held 136,324 shares of IBM worth $38.3M as of Q2 2026.
  • Empowered Funds bought 3,871 IBM shares in Q2 2026, an estimated $975K.
  • IBM made up 0.2% of Empowered Funds's portfolio in Q2 2026, its #89 holding.
  • Empowered Funds first reported a position in IBM in Q4 2018 and has held it in 15 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.