LT
IBM icon

Legacy Trust’s IBM IBM Stock Holding History

Legacy 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
Q3 		$695K Buy
2,695
+814
+43% +$193K 0.12% 117
2026
Q2 		$529K Sell
1,881
-1,468
-44% -$370K 0.09% 130
2026
Q1 		$812K Sell
3,349
-5
-0.1% -$1.35K 0.16% 100
2025
Q4 		$993K Sell
3,354
-55
-2% -$16.5K 0.19% 86
2025
Q3 		$962K Buy
+3,409
New +$892K 0.19% 86

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Trust's IBM Position: Q3 2026 in Review

Legacy Trust increased its IBM (IBM) stake by 43% in Q3 2026, buying an estimated $193K and bringing the position to 2,695 shares worth $695K. The position accounts for 0.12% of the portfolio, ranked #117.

Legacy Trust first reported a position in IBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $993K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Legacy Trust held 2,695 shares of IBM worth $695K as of Q3 2026.
  • Legacy Trust bought 814 IBM shares in Q3 2026, an estimated $193K.
  • IBM made up 0.12% of Legacy Trust's portfolio in Q3 2026, its #117 holding.
  • Legacy Trust first reported a position in IBM in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's IBM position peaked at $993K in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.