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Legacy Financial Independent Advisors’s IBM IBM Stock Holding History

Legacy Financial Independent Advisors’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
Q2 		$1.6M Sell
5,701
-22,260
-80% -$5.61M 0.75% 42
2026
Q1 		$6.78M Buy
+27,961
New +$7.57M 3.53% 3

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Legacy Financial Independent Advisors's IBM Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its IBM (IBM) stake by 80% in Q2 2026, selling an estimated $5.61M and leaving 5,701 shares worth $1.6M. The position accounts for 0.75% of the portfolio, ranked #42.

Legacy Financial Independent Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.78M in Q1 2026. 3,612 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Financial Independent Advisors held 5,701 shares of IBM worth $1.6M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 22,260 IBM shares in Q2 2026, an estimated $5.61M.
  • IBM made up 0.75% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #42 holding.
  • Legacy Financial Independent Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's IBM position peaked at $6.78M in Q1 2026.
  • 3,612 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.