Legacy Capital Wealth Partners’s IBM IBM Stock Holding History

Legacy Capital Wealth Partners’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
2024 Q2	–	Sell	-4,359	Closed	-$548K	–	336
2024 Q1	$548K	Buy	+4,359	New	+$795K	0.39%	62

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Legacy Capital Wealth Partners's IBM Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of IBM (IBM) in Q2 2024, closing a stake of 4,359 shares — an estimated $548K sold.

Legacy Capital Wealth Partners first reported a position in IBM in Q1 2024 and held it in 1 quarter. The position peaked at $548K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

Legacy Capital Wealth Partners reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,359 IBM shares in Q2 2024, an estimated $548K.
Legacy Capital Wealth Partners first reported a position in IBM in Q1 2024 and held it in 1 quarter.
Legacy Capital Wealth Partners's IBM position peaked at $548K in Q1 2024.
2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.