Family Legacy Financial Solutions’s IBM IBM Stock Holding History

Family Legacy Financial Solutions’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
2025 Q4	–	Sell	-50	Closed	-$14.1K	–	127
2025 Q3	$14.1K	Buy	+50	New	+$13.1K	0.01%	147

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Family Legacy Financial Solutions's IBM Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of IBM (IBM) in Q4 2025, closing a stake of 50 shares — an estimated $14.1K sold.

Family Legacy Financial Solutions first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $14.1K in Q3 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Family Legacy Financial Solutions reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Family Legacy Financial Solutions sold 50 IBM shares in Q4 2025, an estimated $14.1K.
Family Legacy Financial Solutions first reported a position in IBM in Q3 2025 and held it in 1 quarter.
Family Legacy Financial Solutions's IBM position peaked at $14.1K in Q3 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.