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Legacy Wealth Asset Management’s IBM IBM Stock Holding History

Legacy Wealth Asset Management’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 		$1.07M Sell
3,799
-31
-0.8% -$7.81K 0.23% 117
2026
Q1 		$928K Sell
3,830
-45
-1% -$12.2K 0.23% 132
2025
Q4 		$1.15M Sell
3,875
-62
-2% -$18.6K 0.28% 97
2025
Q3 		$1.11M Sell
3,937
-1,689
-30% -$442K 0.27% 102
2025
Q2 		$1.66M Sell
5,626
-232
-4% -$59.8K 0.42% 58
2025
Q1 		$1.46M Sell
5,858
-151
-3% -$36.9K 0.4% 72
2024
Q4 		$1.32M Sell
6,009
-229
-4% -$51K 0.36% 69
2024
Q3 		$1.38M Sell
6,238
-67
-1% -$13.1K 0.37% 74
2024
Q2 		$1.09M Sell
6,305
-6,301
-50% -$1.09M 0.31% 88
2024
Q1 		$2.41M Sell
12,606
-368
-3% -$67.1K 0.67% 26
2023
Q4 		$2.12M Sell
12,974
-294
-2% -$44.4K 0.7% 28
2023
Q3 		$1.86M Sell
13,268
-269
-2% -$38.3K 0.68% 29
2023
Q2 		$1.81M Buy
13,537
+895
+7% +$116K 0.63% 35
2023
Q1 		$1.66M Sell
12,642
-75
-0.6% -$10K 0.6% 35
2022
Q4 		$1.79M Sell
12,717
-190
-1% -$26.2K 0.68% 29
2022
Q3 		$1.53M Buy
12,907
+2,743
+27% +$360K 0.67% 27
2022
Q2 		$1.44M Sell
10,164
-1,171
-10% -$158K 0.58% 31
2022
Q1 		$1.47M Buy
11,335
+427
+4% +$55.7K 0.52% 43
2021
Q4 		$1.46M Buy
10,908
+1,907
+21% +$239K 0.49% 39
2021
Q3 		$1.2M Buy
9,001
+135
+2% +$18K 0.55% 38
2021
Q2 		$1.24M Sell
8,866
-2,101
-19% -$287K 0.55% 32
2021
Q1 		$1.4M Buy
10,967
+166
+2% +$19.9K 0.64% 23
2020
Q4 		$1.3M Buy
+10,801
New +$1.25M 0.65% 23

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Legacy Wealth Asset Management's IBM Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its IBM (IBM) stake by 0.81% in Q2 2026, selling an estimated $7.81K and leaving 3,799 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #117.

Legacy Wealth Asset Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.41M in Q1 2024. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Wealth Asset Management held 3,799 shares of IBM worth $1.07M as of Q2 2026.
  • Legacy Wealth Asset Management sold 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.23% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #117 holding.
  • Legacy Wealth Asset Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's IBM position peaked at $2.41M in Q1 2024.
  • 984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.