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Legacy Capital Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Legacy Capital Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Sell
6,600
-1,600
-20% -$65.1K 0.1% 72
2026
Q1 		$315K Buy
8,200
+8,118
+9,900% +$351K 0.18% 58
2025
Q4 		$47.4K Buy
+82
New +$4.66K 0.03% 65

Other funds holding IBIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Legacy Capital Wealth Management's IBIT Position: Q1 2026 in Review

Legacy Capital Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 53,930 shares — an estimated $2.34M sold.

Legacy Capital Wealth Management first reported a position in IBIT in Q4 2024 and held it in 2 quarters. The position peaked at $2.68M in Q4 2025. 1,543 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Legacy Capital Wealth Management reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Management sold 53,930 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.34M.
  • Legacy Capital Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Management's iShares Bitcoin Trust position peaked at $2.68M in Q4 2025.
  • 1,543 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.