Legacy Capital Group California’s IBM IBM Stock Holding History

Legacy Capital Group California’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	$1.13M	Sell	4,642 -7,647	-62%	-$2.07M	0.43%	54
2025 Q4	$3.64M	Sell	12,289 -325	-3%	-$97.3K	0.88%	17
2025 Q3	$3.56M	Buy	12,614 +487	+4%	+$127K	0.91%	15
2025 Q2	$3.57M	Buy	12,127 +8,089	+200%	+$2.08M	0.99%	15
2025 Q1	$1M	Sell	4,038 -40	-1%	-$9.78K	0.35%	60
2024 Q4	$896K	Sell	4,078 -28	-0.7%	-$6.24K	0.27%	88
2024 Q3	$908K	Sell	4,106 -279	-6%	-$54.7K	0.3%	88
2024 Q2	$758K	Buy	4,385 +40	+0.9%	+$6.95K	0.27%	108
2024 Q1	$830K	Sell	4,345 -134	-3%	-$24.4K	0.31%	104
2023 Q4	$733K	Sell	4,479 -20	-0.4%	-$3.02K	0.28%	111
2023 Q3	$631K	Buy	4,499 +15	+0.3%	+$2.13K	0.27%	111
2023 Q2	$600K	Buy	4,484 +124	+3%	+$16K	0.25%	118
2023 Q1	$572K	Buy	+4,360	New	+$583K	0.28%	109

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's IBM Position: Q1 2026 in Review

Legacy Capital Group California reduced its IBM (IBM) stake by 62% in Q1 2026, selling an estimated $2.07M and leaving 4,642 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #54.

Legacy Capital Group California first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.64M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Legacy Capital Group California held 4,642 shares of IBM worth $1.13M as of Q1 2026.
Legacy Capital Group California sold 7,647 IBM shares in Q1 2026, an estimated $2.07M.
IBM made up 0.43% of Legacy Capital Group California's portfolio in Q1 2026, its #54 holding.
Legacy Capital Group California first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's IBM position peaked at $3.64M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.