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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
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

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 Trust's IBM Position: Q2 2026 in Review

Legacy Trust reduced its IBM (IBM) stake by 44% in Q2 2026, selling an estimated $370K and leaving 1,881 shares worth $529K. The position accounts for 0.09% of the portfolio, ranked #130.

Legacy Trust first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $993K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Trust held 1,881 shares of IBM worth $529K as of Q2 2026.
  • Legacy Trust sold 1,468 IBM shares in Q2 2026, an estimated $370K.
  • IBM made up 0.09% of Legacy Trust's portfolio in Q2 2026, its #130 holding.
  • Legacy Trust first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Legacy Trust's IBM position peaked at $993K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.