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Badgley Phelps Wealth Managers, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on IBM, newest first. How the timeline and the estimate are built.

Badgley Phelps Wealth Managers, LLC held 49,384 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,384 shares
    Change vs previous 13F +1,529 shares

    0.24% of the 13F portfolio, value $13,887,160.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,855 shares
    Change vs previous 13F -1,942 shares

    0.23% of the 13F portfolio, value $11,599,488.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,797 shares
    Change vs previous 13F +1,713 shares

    0.27% of the 13F portfolio, value $14,750,312.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,084 shares
    Change vs previous 13F +19,467 shares

    0.29% of the 13F portfolio, value $13,567,303.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,617 shares
    Change vs previous 13F +1,374 shares

    0.19% of the 13F portfolio, value $8,435,637.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,243 shares
    Change vs previous 13F +23,325 shares

    0.16% of the 13F portfolio, value $6,774,175.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,918 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $861,233.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,993 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $882,711.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).