BOK Financial Private Wealth, Inc.
Position in IBM — International Business Machines Corp
CIK 1317348
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$505,896
+$73,715 QoQ
Shares Held
1,799
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,504
of 3,616 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,053,652 across 8 Information Technology Services names. IBM ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
4,319 | $537,456 | |
| 2 | IBM |
International Business Machines Corp
This page
|
1,799 | $505,896 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
164 | $6,376 | |
| 4 | IT |
Gartner Inc
|
11 | $1,425 | |
| 5 | GIB |
Cgi Inc
|
21 | $1,355 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
11 | $426 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
3 | $410 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
3 | $308 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,896 | 1,799 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $432,181 | 1,783 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $528,142 | 1,783 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $365,961 | 1,297 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $438,632 | 1,488 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $331,463 | 1,333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $296,550 | 1,349 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $471,563 | 2,133 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,524 | 1,622 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309,737 | 1,622 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $265,278 | 1,622 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $161,625 | 1,152 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $154,149 | 1,152 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $151,015 | 1,152 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $162,305 | 1,152 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $93,503 | 787 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $111,116 | 787 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $611,484 | 4,703 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $473,022 | 3,539 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $497,508 | 3,581 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $377,469 | 2,575 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $284,510 | 2,135 | Shares | Sole | 2021-05-12 | |
| 2020-06-30 | $207,845 | 1,721 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||