Legacy Advisors
IBM icon

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
Q3 		$331K Sell
1,506
-390
-21% -$92.6K 0.03% 222
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
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Legacy Advisors's IBM Position: Q3 2026 in Review

Legacy Advisors reduced its IBM (IBM) stake by 21% in Q3 2026, selling an estimated $92.6K and leaving 1,506 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #222.

Legacy Advisors first reported a position in IBM in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.99M in Q1 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Legacy Advisors held 1,506 shares of IBM worth $331K as of Q3 2026.
  • Legacy Advisors sold 390 IBM shares in Q3 2026, an estimated $92.6K.
  • IBM made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #222 holding.
  • Legacy Advisors first reported a position in IBM in Q1 2018 and has held it in 17 quarters since.
  • Legacy Advisors's IBM position peaked at $1.99M in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.