Legacy Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Buy |
6,370
+707
| +12% | +$191K | 0.22% | 82 |
|
|
2025
Q4 | $1.68M | Buy |
5,663
+330
| +6% | +$98.8K | 0.23% | 69 |
|
|
2025
Q3 | $1.5M | Sell |
5,333
-2,787
| -34% | -$730K | 0.21% | 77 |
|
|
2025
Q2 | $2.39M | Buy |
8,120
+128
| +2% | +$33K | 0.37% | 42 |
|
|
2025
Q1 | $1.99M | Buy |
7,992
+543
| +7% | +$133K | 0.33% | 49 |
|
|
2024
Q4 | $1.64M | Buy |
7,449
+510
| +7% | +$114K | 0.27% | 63 |
|
|
2024
Q3 | $1.53M | Buy |
6,939
+588
| +9% | +$115K | 0.26% | 66 |
|
|
2024
Q2 | $1.1M | Buy |
6,351
+135
| +2% | +$23.5K | 0.2% | 81 |
|
|
2024
Q1 | $1.19M | Buy |
6,216
+65
| +1% | +$11.9K | 0.21% | 83 |
|
|
2023
Q4 | $1.01M | Buy |
6,151
+181
| +3% | +$27.4K | 0.19% | 84 |
|
|
2023
Q3 | $838K | Buy |
5,970
+199
| +3% | +$28.3K | 0.17% | 81 |
|
|
2023
Q2 | $772K | Sell |
5,771
-31
| -0.5% | -$4K | 0.14% | 86 |
|
|
2023
Q1 | $761K | Sell |
5,802
-1,686
| -23% | -$226K | 0.16% | 77 |
|
|
2022
Q4 | $1.05M | Buy |
7,488
+1,795
| +32% | +$248K | 0.23% | 56 |
|
|
2022
Q3 | $676K | Sell |
5,693
-815
| -13% | -$107K | 0.16% | 71 |
|
|
2022
Q2 | $919K | Buy |
6,508
+1,103
| +20% | +$149K | 0.23% | 49 |
|
|
2022
Q1 | $703K | Buy |
5,405
+3,378
| +167% | +$441K | 0.16% | 71 |
|
|
2021
Q4 | $271K | Buy |
2,027
+97
| +5% | +$12.2K | 0.06% | 159 |
|
|
2021
Q3 | $256K | Sell |
1,930
-44
| -2% | -$5.88K | 0.06% | 149 |
|
|
2021
Q2 | $277K | Sell |
1,974
-447
| -18% | -$61.1K | 0.07% | 128 |
|
|
2021
Q1 | $308K | Buy |
2,421
+306
| +14% | +$36.6K | 0.08% | 105 |
|
|
2020
Q4 | $255K | Sell |
2,115
-791
| -27% | -$91.4K | 0.07% | 113 |
|
|
2020
Q3 | $338K | Buy |
+2,906
| New | +$342K | 0.1% | 78 |
|
|
2020
Q1 | – | Sell |
-3,203
| Closed | -$410K | – | 88 |
|
|
2019
Q4 | $410K | Sell |
3,203
-535
| -14% | -$69.5K | 0.13% | 75 |
|
|
2019
Q3 | $520K | Sell |
3,738
-205
| -5% | -$27.7K | 0.17% | 57 |
|
|
2019
Q2 | $520K | Sell |
3,943
-221
| -5% | -$29K | 0.18% | 57 |
|
|
2019
Q1 | $562K | Sell |
4,164
-45
| -1% | -$5.74K | 0.19% | 50 |
|
|
2018
Q4 | $457K | Sell |
4,209
-12
| -0.3% | -$1.44K | 0.18% | 56 |
|
|
2018
Q3 | $610K | Buy |
4,221
+62
| +1% | +$8.66K | 0.22% | 43 |
|
|
2018
Q2 | $580K | Sell |
4,159
-242
| -5% | -$33.8K | 0.22% | 42 |
|
|
2018
Q1 | $653K | Sell |
4,401
-106
| -2% | -$16K | 0.26% | 35 |
|
|
2017
Q4 | $661K | Buy |
+4,507
| New | +$655K | 0.27% | 33 |
|
Other funds holding IBM
VCM
VPM
Legacy Financial Advisors's IBM Position: Q1 2026 in Review
Legacy Financial Advisors increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $191K and bringing the position to 6,370 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #82.
Legacy Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.39M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Legacy Financial Advisors held 6,370 shares of IBM worth $1.54M as of Q1 2026.
- Legacy Financial Advisors bought 707 IBM shares in Q1 2026, an estimated $191K.
- IBM made up 0.22% of Legacy Financial Advisors's portfolio in Q1 2026, its #82 holding.
- Legacy Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's IBM position peaked at $2.39M in Q2 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.