Texas Capital Bank Wealth Management Services’s IBM IBM Stock Holding History

Texas Capital Bank Wealth Management Services’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	$460K	Buy	1,899 +151	+9%	+$40.9K	0.03%	218
2025 Q4	$518K	Buy	1,748 +657	+60%	+$197K	0.03%	197
2025 Q3	$308K	Buy	+1,091	New	+$286K	0.03%	201
2025 Q1	–	Sell	-1,059	Closed	-$233K	–	213
2024 Q4	$233K	Sell	1,059 -1,427	-57%	-$318K	0.02%	148
2024 Q3	$550K	Sell	2,486 -174	-7%	-$34.1K	0.05%	117
2024 Q2	$460K	Buy	2,660 +253	+11%	+$44K	0.05%	123
2024 Q1	$460K	Hold	2,407	–	–	0.05%	115
2023 Q4	$394K	Buy	2,407 +5	+0.2%	+$756	0.05%	126
2023 Q3	$337K	Sell	2,402 -186	-7%	-$26.5K	0.04%	144
2023 Q2	$346K	Buy	+2,588	New	+$334K	0.04%	145
2020 Q4	–	Sell	-9,451	Closed	-$1.1M	–	148
2020 Q3	$1.1M	Buy	+9,451	New	+$1.11M	0.18%	76

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's IBM Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its IBM (IBM) stake by 8.6% in Q1 2026, buying an estimated $40.9K and bringing the position to 1,899 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #218.

Texas Capital Bank Wealth Management Services first reported a position in IBM in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.1M in Q3 2020. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Texas Capital Bank Wealth Management Services held 1,899 shares of IBM worth $460K as of Q1 2026.
Texas Capital Bank Wealth Management Services bought 151 IBM shares in Q1 2026, an estimated $40.9K.
IBM made up 0.03% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #218 holding.
Texas Capital Bank Wealth Management Services first reported a position in IBM in Q3 2020 and has held it in 11 quarters since.
Texas Capital Bank Wealth Management Services's IBM position peaked at $1.1M in Q3 2020.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.