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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Bridge's IBM Position: Q1 2026 in Review

Legacy Bridge held its IBM (IBM) position steady in Q1 2026 at 75 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #255.

Legacy Bridge first reported a position in IBM in Q4 2018 and has held it in 24 quarters since. The position peaked at $321K in Q3 2019. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Legacy Bridge held 75 shares of IBM worth $18.2K as of Q1 2026.
  • Legacy Bridge left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #255 holding.
  • Legacy Bridge first reported a position in IBM in Q4 2018 and has held it in 24 quarters since.
  • Legacy Bridge's IBM position peaked at $321K in Q3 2019.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.