LSL
IBM icon

Legacy Solutions LLC’s IBM IBM Stock Holding History

Legacy Solutions LLC’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
Q3 		– Sell
-813
Closed -$229K – 93
2026
Q2 		$229K Buy
+813
New +$205K 0.19% 79
2026
Q1 		– Sell
-827
Closed -$245K – 82
2025
Q4 		$245K Buy
827
+17
+2% +$5.09K 0.22% 71
2025
Q3 		$229K Sell
810
-6
-0.7% -$1.57K 0.21% 72
2025
Q2 		$241K Buy
+816
New +$210K 0.23% 66

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Solutions LLC's IBM Position: Q3 2026 in Review

Legacy Solutions LLC sold out of IBM (IBM) in Q3 2026, closing a stake of 813 shares — an estimated $229K sold.

Legacy Solutions LLC first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $245K in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Legacy Solutions LLC reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Legacy Solutions LLC sold 813 IBM shares in Q3 2026, an estimated $229K.
  • Legacy Solutions LLC first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Legacy Solutions LLC's IBM position peaked at $245K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.