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OPPENHEIMER ASSET MANAGEMENT INC.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on IBM, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 138,989 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,989 shares
    Change vs previous 13F -23,613 shares

    0.21% of the 13F portfolio, value $39,085,096.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 93,019 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 45,970 shares

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

  2. period ended2026-03-31
    13F 162,602 shares
    Change vs previous 13F -28,954 shares

    0.23% of the 13F portfolio, value $39,413,099.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 77,472 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 85,130 shares

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

  3. period ended2025-12-31
    13F 191,556 shares
    Change vs previous 13F +32,850 shares

    0.37% of the 13F portfolio, value $56,740,803.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 111,068 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 80,488 shares

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

  4. period ended2025-09-30
    13F 158,706 shares
    Change vs previous 13F -4,176 shares

    0.26% of the 13F portfolio, value $44,780,485.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 79,964 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 78,742 shares

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

  5. period ended2025-06-30
    13F 162,882 shares
    Change vs previous 13F -41,346 shares

    0.29% of the 13F portfolio, value $48,014,356.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 77,682 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 85,200 shares

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

  6. period ended2025-03-31
    13F 204,228 shares
    Change vs previous 13F -25,955 shares

    0.35% of the 13F portfolio, value $50,783,335.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 80,535 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 123,693 shares

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

  7. period ended2024-12-31
    13F 230,183 shares
    Change vs previous 13F +2,341 shares

    0.34% of the 13F portfolio, value $50,601,129.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 76,601 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 153,582 shares

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

  8. period ended2024-09-30
    13F 227,842 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $50,371,309.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 71,026 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 156,816 shares

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