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Legacy Advisors’s IBM IBM Stock Holding History

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 		$533K Buy
1,896
+256
+16% +$64.5K 0.05% 179
2026
Q1 		$397K Sell
1,640
-1,147
-41% -$310K 0.05% 182
2025
Q4 		$825K Buy
2,787
+220
+9% +$65.9K 0.09% 122
2025
Q3 		$724K Buy
+2,567
New +$672K 0.09% 120
2025
Q2 		– Sell
-7,995
Closed -$1.99M – 191
2025
Q1 		$1.99M Buy
7,995
+2,282
+40% +$558K 0.2% 90
2024
Q4 		$1.26M Buy
5,713
+1,691
+42% +$377K 0.12% 131
2024
Q3 		$889K Buy
4,022
+131
+3% +$25.7K 0.1% 172
2024
Q2 		$673K Buy
3,891
+90
+2% +$15.6K 0.08% 181
2024
Q1 		$726K Sell
3,801
-787
-17% -$144K 0.09% 174
2023
Q4 		$750K Sell
4,588
-622
-12% -$94K 0.1% 159
2023
Q3 		$731K Buy
+5,210
New +$741K 0.12% 146
2019
Q3 		– Sell
-765
Closed -$101K – 205
2019
Q2 		$101K Buy
765
+1
+0.1% +$131 0.07% 161
2019
Q1 		$103K Buy
+764
New +$97.4K 0.03% 151
2018
Q4 		– Sell
-448
Closed -$65K – 236
2018
Q3 		$65K Sell
448
-2
-0.4% -$279 0.03% 211
2018
Q2 		$60K Buy
450
+2
+0.4% +$279 0.04% 172
2018
Q1 		$67K Buy
+448
New +$67.8K 0.05% 141

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Legacy Advisors's IBM Position: Q2 2026 in Review

Legacy Advisors increased its IBM (IBM) stake by 16% in Q2 2026, buying an estimated $64.5K and bringing the position to 1,896 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #179.

Legacy Advisors first reported a position in IBM in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.99M in Q1 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Advisors held 1,896 shares of IBM worth $533K as of Q2 2026.
  • Legacy Advisors bought 256 IBM shares in Q2 2026, an estimated $64.5K.
  • IBM made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #179 holding.
  • Legacy Advisors first reported a position in IBM in Q1 2018 and has held it in 16 quarters since.
  • Legacy Advisors's IBM position peaked at $1.99M in Q1 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.