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Legacy CG’s IBM IBM Stock Holding History

Legacy CG’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
Q3 		– Sell
-28,503
Closed -$4.93M – 55
2024
Q2 		$4.93M Buy
+28,503
New +$4.95M 1.68% 28

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy CG's IBM Position: Q3 2024 in Review

Legacy CG sold out of IBM (IBM) in Q3 2024, closing a stake of 28,503 shares — an estimated $4.93M sold.

Legacy CG first reported a position in IBM in Q2 2024 and held it in 1 quarter. The position peaked at $4.93M in Q2 2024. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Legacy CG reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Legacy CG sold 28,503 IBM shares in Q3 2024, an estimated $4.93M.
  • Legacy CG first reported a position in IBM in Q2 2024 and held it in 1 quarter.
  • Legacy CG's IBM position peaked at $4.93M in Q2 2024.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Legacy CG's 13F filing for Q3 2024, filed 30 Oct 2024.