Legacy Wealth Advisors’s IBM IBM Stock Holding History

Legacy Wealth Advisors’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	$302K	Buy	1,075 +13	+1%	+$3.27K	0.13%	102
2026 Q1	$257K	Buy	+1,062	New	+$287K	0.13%	84

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Wealth Advisors's IBM Position: Q2 2026 in Review

Legacy Wealth Advisors increased its IBM (IBM) stake by 1.2% in Q2 2026, buying an estimated $3.27K and bringing the position to 1,075 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #102.

Legacy Wealth Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Legacy Wealth Advisors held 1,075 shares of IBM worth $302K as of Q2 2026.
Legacy Wealth Advisors bought 13 IBM shares in Q2 2026, an estimated $3.27K.
IBM made up 0.13% of Legacy Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Legacy Wealth Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.