Position in IBM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,912,755
+$790,530 QoQ
Shares Held
13,914
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#994
of 3,616 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BANK OZK holds $4,460,555 across 2 Information Technology Services names. IBM ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
13,914 | $3,912,755 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
4,000 | $547,800 |
All Filings in IBM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,912,755 | 13,914 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,122,225 | 12,881 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,542,375 | 11,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,361,936 | 11,915 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,226,956 | 10,947 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,624,854 | 10,556 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,868,114 | 8,498 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,016,525 | 4,598 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $230,714 | 1,334 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $256,840 | 1,345 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $219,974 | 1,345 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $251,954 | 1,922 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $273,326 | 1,940 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $255,916 | 2,154 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $306,240 | 2,169 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $285,263 | 2,194 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $319,313 | 2,389 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $348,297 | 2,507 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $367,500 | 2,507 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $370,862 | 2,783 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $438,440 | 3,483 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $420,734 | 3,458 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $405,544 | 3,358 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $493,971 | 4,453 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||