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Atlas Legacy Advisors’s IBM IBM Stock Holding History

Atlas Legacy Advisors’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
Q2 		$322K Buy
+1,131
New +$285K 0.05% 182
2026
Q1 		– Sell
-1,097
Closed -$323K – 207
2025
Q4 		$323K Buy
1,097
+18
+2% +$5.39K 0.06% 167
2025
Q3 		$304K Buy
+1,079
New +$282K 0.06% 167

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Atlas Legacy Advisors's IBM Position: Q2 2026 in Review

Atlas Legacy Advisors opened a new position in IBM (IBM) in Q2 2026: 1,131 shares worth $322K. The stake represents 0.05% of the portfolio and ranks #182 among its holdings. This is a return to the name: Atlas Legacy Advisors previously reported a position in IBM as recently as Q4 2025.

Atlas Legacy Advisors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 2,259 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Atlas Legacy Advisors held 1,131 shares of IBM worth $322K as of Q2 2026.
  • IBM was a new Atlas Legacy Advisors position in Q2 2026.
  • IBM made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #182 holding.
  • Atlas Legacy Advisors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
  • Atlas Legacy Advisors's IBM position peaked at $323K in Q4 2025.
  • 2,259 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.