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Legacy Investment Solutions’s IBM IBM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$43.3K Buy
+147
New +$37.9K 0.02% 167
2024
Q4 		$30K Buy
119
+11
+10% +$2.45K 0.02% 167
2024
Q3 		$22.8K Buy
+108
New +$21.2K 0.01% 204

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legacy Investment Solutions's IBM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in IBM (IBM) in Q2 2025: 147 shares worth $43.3K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IBM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IBM in Q3 2024 and has held it in 3 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Legacy Investment Solutions held 147 shares of IBM worth $43.3K as of Q2 2025.
  • IBM was a new Legacy Investment Solutions position in Q2 2025.
  • IBM made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #167 holding.
  • Legacy Investment Solutions first reported a position in IBM in Q3 2024 and has held it in 3 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.