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BOK Financial Private Wealth’s IBM IBM Stock Holding History

BOK Financial Private Wealth’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
Q1 		$432K Hold
1,783
– – 0.03% 134
2025
Q4 		$528K Buy
1,783
+486
+37% +$146K 0.03% 124
2025
Q3 		$366K Sell
1,297
-191
-13% -$50K 0.02% 141
2025
Q2 		$439K Buy
1,488
+155
+12% +$39.9K 0.03% 132
2025
Q1 		$331K Sell
1,333
-16
-1% -$3.91K 0.02% 145
2024
Q4 		$297K Sell
1,349
-784
-37% -$175K 0.02% 154
2024
Q3 		$472K Buy
2,133
+511
+32% +$100K 0.03% 133
2024
Q2 		$281K Hold
1,622
– – 0.02% 157
2024
Q1 		$310K Hold
1,622
– – 0.02% 152
2023
Q4 		$265K Buy
1,622
+470
+41% +$71K 0.02% 151
2023
Q3 		$162K Hold
1,152
– – 0.01% 163
2023
Q2 		$154K Hold
1,152
– – 0.01% 167
2023
Q1 		$151K Hold
1,152
– – 0.01% 173
2022
Q4 		$162K Buy
1,152
+365
+46% +$50.3K 0.01% 168
2022
Q3 		$94K Hold
787
– – 0.01% 204
2022
Q2 		$111K Sell
787
-3,916
-83% -$529K 0.01% 201
2022
Q1 		$611K Buy
4,703
+1,164
+33% +$152K 0.04% 161
2021
Q4 		$473K Sell
3,539
-207
-6% -$26K 0.03% 174
2021
Q3 		$497K Buy
3,746
+1,053
+39% +$141K 0.04% 149
2021
Q2 		$377K Buy
2,693
+460
+21% +$62.9K 0.03% 156
2021
Q1 		$284K Buy
+2,233
New +$267K 0.03% 160
2020
Q3 		– Sell
-1,800
Closed -$208K – 167
2020
Q2 		$208K Buy
+1,800
New +$209K 0.02% 158
2020
Q1 		– Sell
-1,816
Closed -$233K – 196
2019
Q4 		$233K Buy
+1,816
New +$236K 0.02% 170
2018
Q2 		– Sell
-1,995
Closed -$293K – 114
2018
Q1 		$293K Sell
1,995
-22
-1% -$3.33K 0.05% 80
2017
Q4 		$296K Buy
2,017
+22
+1% +$3.2K 0.05% 88
2017
Q3 		$277K Sell
1,995
-352
-15% -$49K 0.05% 92
2017
Q2 		$345K Buy
2,347
+8
+0.3% +$1.21K 0.05% 87
2017
Q1 		$389K Sell
2,339
-261
-10% -$43.8K 0.06% 86
2016
Q4 		$413K Sell
2,600
-68
-3% -$10.4K 0.06% 88
2016
Q3 		$405K Buy
2,668
+273
+11% +$41.4K 0.06% 95
2016
Q2 		$348K Hold
2,395
– – 0.06% 92
2016
Q1 		$347K Hold
2,395
– – 0.06% 49
2015
Q4 		$315K Sell
2,395
-69
-3% -$9.27K 0.05% 54
2015
Q3 		$342K Hold
2,464
– – 0.06% 51
2015
Q2 		$383K Buy
2,464
+418
+20% +$67.2K 0.06% 51
2015
Q1 		$314K Hold
2,046
– – 0.05% 54
2014
Q4 		$314K Sell
2,046
-347
-15% -$55.2K 0.05% 55
2014
Q3 		$434K Hold
2,393
– – 0.07% 42
2014
Q2 		$415K Hold
2,393
– – 0.07% 49
2014
Q1 		$440K Sell
2,393
-73
-3% -$12.9K 0.08% 44
2013
Q4 		$442K Sell
2,466
-88
-3% -$15.2K 0.08% 40
2013
Q3 		$452K Buy
2,554
+1,046
+69% +$190K 0.09% 39
2013
Q2 		$276K Buy
+1,508
New +$294K 0.06% 40

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Private Wealth's IBM Position: Q1 2026 in Review

BOK Financial Private Wealth held its IBM (IBM) position steady in Q1 2026 at 1,783 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #134.

BOK Financial Private Wealth first reported a position in IBM in Q2 2013 and has held it in 43 quarters since. The position peaked at $611K in Q1 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • BOK Financial Private Wealth held 1,783 shares of IBM worth $432K as of Q1 2026.
  • BOK Financial Private Wealth left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.03% of BOK Financial Private Wealth's portfolio in Q1 2026, its #134 holding.
  • BOK Financial Private Wealth first reported a position in IBM in Q2 2013 and has held it in 43 quarters since.
  • BOK Financial Private Wealth's IBM position peaked at $611K in Q1 2022.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.