Legacy Bridge’s IBM IBM Stock Holding History

Legacy Bridge’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	–	Sell	-75	Closed	-$18.2K	–	328
2026 Q1	$18.2K	Hold	75	–	–	0.01%	255
2025 Q4	$22.2K	Buy	+75	New	+$22.5K	0.01%	247
2024 Q2	–	Sell	-1,448	Closed	-$277K	–	300
2024 Q1	$277K	Hold	1,448	–	–	0.16%	122
2023 Q4	$237K	Sell	1,448 -447	-24%	-$67.5K	0.15%	131
2023 Q3	$266K	Hold	1,895	–	–	0.19%	123
2023 Q2	$254K	Hold	1,895	–	–	0.17%	130
2023 Q1	$248K	Buy	1,895 +285	+18%	+$38.1K	0.17%	131
2022 Q4	$227K	Hold	1,610	–	–	0.16%	132
2022 Q3	$191K	Hold	1,610	–	–	0.15%	133
2022 Q2	$227K	Hold	1,610	–	–	0.17%	135
2022 Q1	$209K	Hold	1,610	–	–	0.12%	145
2021 Q4	$215K	Sell	1,610 -74	-4%	-$9.28K	0.11%	146
2021 Q3	$224K	Hold	1,684	–	–	0.13%	144
2021 Q2	$236K	Hold	1,684	–	–	0.13%	143
2021 Q1	$215K	Buy	1,684 +418	+33%	+$50K	0.14%	136
2020 Q4	$152K	Hold	1,266	–	–	0.11%	141
2020 Q3	$147K	Hold	1,266	–	–	0.13%	135
2020 Q2	$146K	Buy	1,266 +325	+35%	+$37.7K	0.16%	128
2020 Q1	$100K	Sell	941 -942	-50%	-$119K	0.13%	141
2019 Q4	$241K	Sell	1,883 -428	-19%	-$55.6K	0.2%	128
2019 Q3	$321K	Hold	2,311	–	–	0.31%	105
2019 Q2	$305K	Hold	2,311	–	–	0.29%	107
2019 Q1	$312K	Hold	2,311	–	–	0.32%	101
2018 Q4	$251K	Buy	+2,311	New	+$277K	0.31%	105

Other funds holding IBM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Legacy Bridge's IBM Position: Q2 2026 in Review

Legacy Bridge sold out of IBM (IBM) in Q2 2026, closing a stake of 75 shares — an estimated $18.2K sold.

Legacy Bridge first reported a position in IBM in Q4 2018 and held it in 24 quarters. The position peaked at $321K in Q3 2019. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Legacy Bridge reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Legacy Bridge sold 75 IBM shares in Q2 2026, an estimated $18.2K.
Legacy Bridge first reported a position in IBM in Q4 2018 and held it in 24 quarters.
Legacy Bridge's IBM position peaked at $321K in Q3 2019.
3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.