Bank OZK’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 | $3.12M | Buy |
12,881
+922
| +8% | +$249K | 1.1% | 28 |
|
|
2025
Q4 | $3.54M | Buy |
11,959
+44
| +0.4% | +$13.2K | 1.25% | 21 |
|
|
2025
Q3 | $3.36M | Buy |
11,915
+968
| +9% | +$253K | 1.19% | 24 |
|
|
2025
Q2 | $3.23M | Buy |
10,947
+391
| +4% | +$101K | 1.24% | 22 |
|
|
2025
Q1 | $2.62M | Buy |
10,556
+2,058
| +24% | +$503K | 1.09% | 28 |
|
|
2024
Q4 | $1.87M | Buy |
8,498
+3,900
| +85% | +$869K | 0.77% | 46 |
|
|
2024
Q3 | $1.02M | Buy |
4,598
+3,264
| +245% | +$640K | 0.42% | 79 |
|
|
2024
Q2 | $231K | Sell |
1,334
-11
| -0.8% | -$1.91K | 0.1% | 142 |
|
|
2024
Q1 | $257K | Hold |
1,345
| – | – | 0.11% | 139 |
|
|
2023
Q4 | $220K | Buy |
+1,345
| New | +$203K | 0.11% | 144 |
|
|
2023
Q2 | – | Sell |
-1,922
| Closed | -$252K | – | 152 |
|
|
2023
Q1 | $252K | Sell |
1,922
-18
| -0.9% | -$2.41K | 0.13% | 115 |
|
|
2022
Q4 | $273K | Sell |
1,940
-214
| -10% | -$29.5K | 0.14% | 109 |
|
|
2022
Q3 | $256K | Sell |
2,154
-15
| -0.7% | -$1.97K | 0.14% | 109 |
|
|
2022
Q2 | $307K | Sell |
2,169
-25
| -1% | -$3.37K | 0.16% | 100 |
|
|
2022
Q1 | $285K | Sell |
2,194
-195
| -8% | -$25.4K | 0.12% | 106 |
|
|
2021
Q4 | $320K | Sell |
2,389
-233
| -9% | -$29.2K | 0.13% | 104 |
|
|
2021
Q3 | $348K | Hold |
2,622
| – | – | 0.16% | 101 |
|
|
2021
Q2 | $367K | Sell |
2,622
-289
| -10% | -$39.5K | 0.16% | 101 |
|
|
2021
Q1 | $371K | Sell |
2,911
-732
| -20% | -$87.6K | 0.17% | 99 |
|
|
2020
Q4 | $439K | Buy |
3,643
+26
| +0.7% | +$3K | 0.22% | 91 |
|
|
2020
Q3 | $420K | Buy |
3,617
+105
| +3% | +$12.4K | 0.22% | 88 |
|
|
2020
Q2 | $405K | Sell |
3,512
-1,146
| -25% | -$133K | 0.23% | 86 |
|
|
2020
Q1 | $494K | Hold |
4,658
| – | – | 0.27% | 74 |
|
|
2019
Q4 | $597K | Hold |
4,658
| – | – | 0.24% | 81 |
|
|
2019
Q3 | $648K | Sell |
4,658
-107
| -2% | -$14.4K | 0.29% | 75 |
|
|
2019
Q2 | $628K | Sell |
4,765
-261
| -5% | -$34.3K | 0.27% | 78 |
|
|
2019
Q1 | $678K | Buy |
5,026
+209
| +4% | +$26.6K | 0.3% | 74 |
|
|
2018
Q4 | $523K | Sell |
4,817
-52
| -1% | -$6.24K | 0.26% | 80 |
|
|
2018
Q3 | $704K | Sell |
4,869
-224
| -4% | -$31.3K | 0.28% | 72 |
|
|
2018
Q2 | $680K | Sell |
5,093
-696
| -12% | -$97.1K | 0.27% | 74 |
|
|
2018
Q1 | $849K | Buy |
5,789
+55
| +1% | +$8.32K | 0.34% | 66 |
|
|
2017
Q4 | $842K | Buy |
5,734
+20
| +0.4% | +$2.91K | 0.32% | 72 |
|
|
2017
Q3 | $793K | Buy |
5,714
+215
| +4% | +$30K | 0.33% | 67 |
|
|
2017
Q2 | $809K | Buy |
5,499
+749
| +16% | +$113K | 0.29% | 65 |
|
|
2017
Q1 | $791K | Sell |
4,750
-57
| -1% | -$9.56K | 0.26% | 65 |
|
|
2016
Q4 | $763K | Hold |
4,807
| – | – | 0.25% | 61 |
|
|
2016
Q3 | $730K | Sell |
4,807
-16
| -0.3% | -$2.43K | 0.26% | 63 |
|
|
2016
Q2 | $700K | Sell |
4,823
-63
| -1% | -$9.02K | 0.25% | 64 |
|
|
2016
Q1 | $707K | Sell |
4,886
-104
| -2% | -$13.3K | 0.26% | 58 |
|
|
2015
Q4 | $657K | Sell |
4,990
-481
| -9% | -$64.6K | 0.23% | 62 |
|
|
2015
Q3 | $758K | Sell |
5,471
-1,039
| -16% | -$153K | 0.29% | 50 |
|
|
2015
Q2 | $1.01M | Sell |
6,510
-899
| -12% | -$144K | 0.35% | 38 |
|
|
2015
Q1 | $1.14M | Sell |
7,409
-976
| -12% | -$148K | 0.41% | 35 |
|
|
2014
Q4 | $1.29M | Sell |
8,385
-913
| -10% | -$145K | 0.44% | 34 |
|
|
2014
Q3 | $1.69M | Sell |
9,298
-567
| -6% | -$103K | 0.63% | 23 |
|
|
2014
Q2 | $1.71M | Sell |
9,865
-690
| -7% | -$124K | 0.59% | 20 |
|
|
2014
Q1 | $1.94M | Sell |
10,555
-657
| -6% | -$116K | 0.7% | 17 |
|
|
2013
Q4 | $2.01M | Sell |
11,212
-5,231
| -32% | -$902K | 0.78% | 13 |
|
|
2013
Q3 | $2.91M | Buy |
16,443
+8,430
| +105% | +$1.53M | 1.26% | 7 |
|
|
2013
Q2 | $1.47M | Buy |
+8,013
| New | +$1.56M | 1.08% | 8 |
|
Other funds holding IBM
VCM
VPM
Bank OZK's IBM Position: Q1 2026 in Review
Bank OZK increased its IBM (IBM) stake by 7.7% in Q1 2026, buying an estimated $249K and bringing the position to 12,881 shares worth $3.12M. The position accounts for 1.1% of the portfolio, ranked #28.
Bank OZK first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.54M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Bank OZK held 12,881 shares of IBM worth $3.12M as of Q1 2026.
- Bank OZK bought 922 IBM shares in Q1 2026, an estimated $249K.
- IBM made up 1.1% of Bank OZK's portfolio in Q1 2026, its #28 holding.
- Bank OZK first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
- Bank OZK's IBM position peaked at $3.54M in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.