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Legacy Wealth Management (Idaho)’s IBM IBM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-219
Closed -$53.1K – 531
2026
Q1 		$53.1K Buy
219
+16
+8% +$4.33K 0.03% 256
2025
Q4 		$60.1K Buy
203
+58
+40% +$17.4K 0.03% 196
2025
Q3 		$40.9K Sell
145
-2
-1% -$524 0.02% 195
2025
Q2 		$43.3K Buy
147
+48
+48% +$12.4K 0.02% 167
2025
Q1 		$24.6K Sell
99
-20
-17% -$4.89K 0.02% 217
2024
Q4 		$30K Buy
119
+11
+10% +$2.45K 0.02% 167
2024
Q3 		$22.8K Buy
+108
New +$21.2K 0.01% 204

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IBM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of IBM (IBM) in Q2 2026, closing a stake of 219 shares — an estimated $53.1K sold.

Legacy Wealth Management (Idaho) first reported a position in IBM in Q3 2024 and held it in 7 quarters. The position peaked at $60.1K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 219 IBM shares in Q2 2026, an estimated $53.1K.
  • Legacy Wealth Management (Idaho) first reported a position in IBM in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s IBM position peaked at $60.1K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.