Legal Advantage Investments’s IBM IBM Stock Holding History

Legal Advantage Investments’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	$1.65M	Buy	5,884 +2,075	+54%	+$523K	0.58%	38
2026 Q1	$923K	Buy	3,809 +425	+13%	+$115K	0.48%	50
2025 Q4	$1M	Hold	3,384	–	–	0.46%	53
2025 Q3	$955K	Hold	3,384	–	–	0.43%	57
2025 Q2	$998K	Sell	3,384 -50	-1%	-$12.9K	0.47%	50
2025 Q1	$854K	Hold	3,434	–	–	0.46%	53
2024 Q4	$755K	Sell	3,434 -50	-1%	-$11.1K	0.4%	58
2024 Q3	$770K	Hold	3,484	–	–	0.42%	59
2024 Q2	$603K	Buy	3,484 +118	+4%	+$20.5K	0.35%	64
2024 Q1	$643K	Buy	+3,366	New	+$614K	0.36%	62
2021 Q1	–	Sell	-1,272	Closed	-$153K	–	85
2020 Q4	$153K	Buy	+1,272	New	+$147K	0.12%	77

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legal Advantage Investments's IBM Position: Q2 2026 in Review

Legal Advantage Investments increased its IBM (IBM) stake by 54% in Q2 2026, buying an estimated $523K and bringing the position to 5,884 shares worth $1.65M. The position accounts for 0.58% of the portfolio, ranked #38.

Legal Advantage Investments first reported a position in IBM in Q4 2020 and has held it in 11 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Legal Advantage Investments held 5,884 shares of IBM worth $1.65M as of Q2 2026.
Legal Advantage Investments bought 2,075 IBM shares in Q2 2026, an estimated $523K.
IBM made up 0.58% of Legal Advantage Investments's portfolio in Q2 2026, its #38 holding.
Legal Advantage Investments first reported a position in IBM in Q4 2020 and has held it in 11 quarters since.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.