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Legacy Private Trust’s IBM IBM Stock Holding History

Legacy Private Trust’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 		$1.17M Sell
4,145
-25
-0.6% -$6.3K 0.06% 158
2026
Q1 		$1.01M Sell
4,170
-100
-2% -$27.1K 0.06% 161
2025
Q4 		$1.26M Hold
4,270
– – 0.07% 148
2025
Q3 		$1.2M Sell
4,270
-25
-0.6% -$6.54K 0.07% 142
2025
Q2 		$1.27M Sell
4,295
-130
-3% -$33.5K 0.08% 141
2025
Q1 		$1.1M Buy
4,425
+1,355
+44% +$331K 0.08% 152
2024
Q4 		$675K Buy
3,070
+75
+3% +$16.7K 0.04% 163
2024
Q3 		$662K Sell
2,995
-1
-0% -$196 0.04% 171
2024
Q2 		$518K Sell
2,996
-68
-2% -$11.8K 0.04% 175
2024
Q1 		$585K Sell
3,064
-66
-2% -$12K 0.04% 167
2023
Q4 		$512K Hold
3,130
– – 0.04% 170
2023
Q3 		$439K Sell
3,130
-137
-4% -$19.5K 0.04% 188
2023
Q2 		$437K Buy
3,267
+137
+4% +$17.7K 0.04% 183
2023
Q1 		$410K Sell
3,130
-375
-11% -$50.2K 0.04% 185
2022
Q4 		$494K Sell
3,505
-218
-6% -$30.1K 0.04% 174
2022
Q3 		$442K Hold
3,723
– – 0.04% 175
2022
Q2 		$526K Sell
3,723
-135
-3% -$18.2K 0.05% 166
2022
Q1 		$501K Sell
3,858
-1,346
-26% -$176K 0.04% 189
2021
Q4 		$695K Sell
5,204
-5,455
-51% -$684K 0.05% 171
2021
Q3 		$1.42M Sell
10,659
-4,342
-29% -$580K 0.11% 126
2021
Q2 		$2.1M Sell
15,001
-442
-3% -$60.4K 0.18% 103
2021
Q1 		$1.97M Buy
15,443
+297
+2% +$35.5K 0.18% 104
2020
Q4 		$1.82M Sell
15,146
-775
-5% -$89.6K 0.17% 101
2020
Q3 		$1.85M Sell
15,921
-5,000
-24% -$589K 0.19% 96
2020
Q2 		$2.42M Buy
20,921
+1,111
+6% +$129K 0.27% 89
2020
Q1 		$2.1M Buy
19,810
+2,797
+16% +$354K 0.27% 84
2019
Q4 		$2.18M Buy
17,013
+238
+1% +$30.9K 0.23% 95
2019
Q3 		$2.33M Buy
16,775
+1,561
+10% +$211K 0.26% 89
2019
Q2 		$2.01M Buy
15,214
+129
+0.9% +$16.9K 0.23% 91
2019
Q1 		$2.04M Buy
15,085
+5,872
+64% +$749K 0.24% 95
2018
Q4 		$1M Buy
9,213
+5,270
+134% +$633K 0.13% 129
2018
Q3 		$570K Buy
3,943
+249
+7% +$34.8K 0.06% 162
2018
Q2 		$494K Sell
3,694
-523
-12% -$72.9K 0.06% 172
2018
Q1 		$619K Sell
4,217
-798
-16% -$121K 0.07% 167
2017
Q4 		$736K Sell
5,015
-667
-12% -$97K 0.09% 152
2017
Q3 		$789K Sell
5,682
-104
-2% -$14.5K 0.1% 151
2017
Q2 		$851K Sell
5,786
-557
-9% -$84K 0.11% 143
2017
Q1 		$1.06M Buy
6,343
+159
+3% +$26.7K 0.14% 134
2016
Q4 		$981K Sell
6,184
-716
-10% -$109K 0.13% 140
2016
Q3 		$1.05M Sell
6,900
-68
-1% -$10.3K 0.14% 132
2016
Q2 		$1.01M Sell
6,968
-2,511
-26% -$359K 0.15% 127
2016
Q1 		$1.37M Sell
9,479
-837
-8% -$107K 0.21% 111
2015
Q4 		$1.36M Sell
10,316
-1,438
-12% -$193K 0.21% 113
2015
Q3 		$1.63M Sell
11,754
-345
-3% -$50.9K 0.26% 97
2015
Q2 		$1.88M Sell
12,099
-418
-3% -$67.2K 0.28% 95
2015
Q1 		$1.92M Sell
12,517
-106
-0.8% -$16.1K 0.28% 96
2014
Q4 		$1.94M Sell
12,623
-4,121
-25% -$656K 0.28% 89
2014
Q3 		$3.04M Sell
16,744
-3,615
-18% -$659K 0.46% 60
2014
Q2 		$3.53M Buy
20,359
+245
+1% +$44.1K 0.55% 49
2014
Q1 		$3.7M Sell
20,114
-1,065
-5% -$188K 0.65% 42
2013
Q4 		$3.8M Sell
21,179
-518
-2% -$89.3K 0.69% 37
2013
Q3 		$3.84M Buy
21,697
+1,511
+7% +$275K 0.81% 32
2013
Q2 		$3.69M Buy
+20,186
New +$3.93M 0.87% 32

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Private Trust's IBM Position: Q2 2026 in Review

Legacy Private Trust reduced its IBM (IBM) stake by 0.6% in Q2 2026, selling an estimated $6.3K and leaving 4,145 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #158.

Legacy Private Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.84M in Q3 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Private Trust held 4,145 shares of IBM worth $1.17M as of Q2 2026.
  • Legacy Private Trust sold 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.06% of Legacy Private Trust's portfolio in Q2 2026, its #158 holding.
  • Legacy Private Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's IBM position peaked at $3.84M in Q3 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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