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My Legacy Advisors’s IBM IBM Stock Holding History

My Legacy 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
2025
Q2 		$1.19M Buy
4,141
+59
+1% +$15.2K 0.42% 64
2025
Q1 		$1.02M Buy
4,082
+19
+0.5% +$4.65K 0.39% 74
2024
Q4 		$894K Sell
4,063
-63
-2% -$14K 0.35% 79
2024
Q3 		$912K Sell
4,126
-725
-15% -$142K 0.36% 82
2024
Q2 		$839K Sell
4,851
-749
-13% -$130K 0.27% 100
2024
Q1 		$1.07M Sell
5,600
-15
-0.3% -$2.74K 0.36% 76
2023
Q4 		$911K Buy
5,615
+236
+4% +$35.7K 0.33% 92
2023
Q3 		$742K Buy
5,379
+41
+0.8% +$5.83K 0.3% 103
2023
Q2 		$715K Sell
5,338
-313
-6% -$40.4K 0.28% 118
2023
Q1 		$740K Buy
5,651
+853
+18% +$114K 0.32% 112
2022
Q4 		$657K Buy
4,798
+1,570
+49% +$217K 0.28% 132
2022
Q3 		$387K Buy
3,228
+856
+36% +$112K 0.2% 168
2022
Q2 		$334K Buy
+2,372
New +$320K 0.17% 171

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

My Legacy Advisors's IBM Position: Q2 2025 in Review

My Legacy Advisors increased its IBM (IBM) stake by 1.4% in Q2 2025, buying an estimated $15.2K and bringing the position to 4,141 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #64.

My Legacy Advisors first reported a position in IBM in Q2 2022 and has held it in 13 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • My Legacy Advisors held 4,141 shares of IBM worth $1.19M as of Q2 2025.
  • My Legacy Advisors bought 59 IBM shares in Q2 2025, an estimated $15.2K.
  • IBM made up 0.42% of My Legacy Advisors's portfolio in Q2 2025, its #64 holding.
  • My Legacy Advisors first reported a position in IBM in Q2 2022 and has held it in 13 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.