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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Legacy Solutions LLC's IBM Position: Q2 2026 in Review

Legacy Solutions LLC opened a new position in IBM (IBM) in Q2 2026: 813 shares worth $229K. The stake represents 0.19% of the portfolio and ranks #79 among its holdings. This is a return to the name: Legacy Solutions LLC previously reported a position in IBM as recently as Q4 2025.

Legacy Solutions LLC first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $245K in Q4 2025. 2,204 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Solutions LLC held 813 shares of IBM worth $229K as of Q2 2026.
  • IBM was a new Legacy Solutions LLC position in Q2 2026.
  • IBM made up 0.19% of Legacy Solutions LLC's portfolio in Q2 2026, its #79 holding.
  • Legacy Solutions LLC first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Legacy Solutions LLC's IBM position peaked at $245K in Q4 2025.
  • 2,204 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.