Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in IBM — International Business Machines Corp
CIK 1510434
Seattle, WA
Position in IBM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,917,030
+$3,088,197 QoQ
Shares Held
60,158
+5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#441
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $21,708,802 across 9 Information Technology Services names. IBM ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
60,158 | $16,917,030 | |
| 2 | G |
Genpact LTD
|
31,687 | $871,392 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
5,997 | $826,025 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
18,529 | $717,627 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
4,686 | $641,747 | |
| 6 | ACN |
Accenture plc
|
4,795 | $596,689 | |
| 7 | CDW |
CDW Corp
|
3,298 | $463,830 | |
| 8 | WIT |
Wipro Ltd
|
165,639 | $372,687 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,917,030 | 60,158 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,828,833 | 57,052 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,935,505 | 53,798 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $15,222,531 | 53,950 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,289,165 | 48,474 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,028,567 | 44,352 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $2,335,473 | 10,624 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,645,056 | 7,441 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,258,557 | 7,277 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,183,761 | 6,199 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $829,525 | 5,072 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $722,264 | 5,148 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,028,597 | 7,687 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $527,243 | 4,022 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $645,557 | 4,582 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $598,327 | 5,036 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,013,461 | 7,178 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $947,455 | 7,287 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $984,138 | 7,363 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $917,355 | 6,603 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $863,708 | 5,892 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $593,140 | 4,451 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $621,469 | 4,937 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,508,951 | 12,402 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,558,295 | 12,903 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,482,911 | 13,368 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||