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Legacy Financial Strategies’s IBM IBM Stock Holding History

Legacy Financial Strategies’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 		$613K Sell
2,181
-1,002
-31% -$252K 0.1% 78
2026
Q1 		$772K Buy
3,183
+56
+2% +$15.2K 0.14% 65
2025
Q4 		$926K Buy
3,127
+230
+8% +$68.9K 0.16% 65
2025
Q3 		$818K Buy
2,897
+394
+16% +$103K 0.15% 66
2025
Q2 		$738K Buy
2,503
+1,504
+151% +$387K 0.14% 66
2025
Q1 		$249K Buy
999
+75
+8% +$18.3K 0.05% 103
2024
Q4 		$203K Sell
924
-115
-11% -$25.6K 0.04% 115
2024
Q3 		$230K Buy
+1,039
New +$204K 0.05% 106
2024
Q2 		– Sell
-1,337
Closed -$255K – 100
2024
Q1 		$255K Buy
+1,337
New +$244K 0.07% 77

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 Strategies's IBM Position: Q2 2026 in Review

Legacy Financial Strategies reduced its IBM (IBM) stake by 31% in Q2 2026, selling an estimated $252K and leaving 2,181 shares worth $613K. The position accounts for 0.1% of the portfolio, ranked #78.

Legacy Financial Strategies first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $926K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Financial Strategies held 2,181 shares of IBM worth $613K as of Q2 2026.
  • Legacy Financial Strategies sold 1,002 IBM shares in Q2 2026, an estimated $252K.
  • IBM made up 0.1% of Legacy Financial Strategies's portfolio in Q2 2026, its #78 holding.
  • Legacy Financial Strategies first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Legacy Financial Strategies's IBM position peaked at $926K in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.