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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IBM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its IBM (IBM) stake by 7.9% in Q1 2026, buying an estimated $4.33K and bringing the position to 219 shares worth $53.1K. The position accounts for 0.03% of the portfolio, ranked #256.

Legacy Wealth Management (Idaho) first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $60.1K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 219 shares of IBM worth $53.1K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 16 IBM shares in Q1 2026, an estimated $4.33K.
  • IBM made up 0.03% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #256 holding.
  • Legacy Wealth Management (Idaho) first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s IBM position peaked at $60.1K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.