Tanglewood Legacy Advisors’s IBM IBM Stock Holding History

Tanglewood 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
2026 Q2	$282K	Hold	1,002	–	–	0.09%	92
2026 Q1	$243K	Sell	1,002 -24	-2%	-$6.49K	0.09%	93
2025 Q4	$304K	Buy	1,026 +96	+10%	+$28.8K	0.11%	87
2025 Q3	$262K	Hold	930	–	–	0.1%	90
2025 Q2	$274K	Hold	930	–	–	0.11%	87
2025 Q1	$231K	Hold	930	–	–	0.1%	89
2024 Q4	$204K	Hold	930	–	–	0.09%	92
2024 Q3	$206K	Hold	930	–	–	0.09%	86
2024 Q2	$161K	Hold	930	–	–	0.08%	98
2024 Q1	$178K	Hold	930	–	–	0.09%	94
2023 Q4	$152K	Sell	930 -670	-42%	-$101K	0.08%	95
2023 Q3	$224K	Hold	1,600	–	–	0.13%	76
2023 Q2	$214K	Hold	1,600	–	–	0.12%	79
2023 Q1	$210K	Hold	1,600	–	–	0.13%	74
2022 Q4	$225K	Buy	+1,600	New	+$221K	0.16%	50

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tanglewood Legacy Advisors's IBM Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its IBM (IBM) position steady in Q2 2026 at 1,002 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #92.

Tanglewood Legacy Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $304K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Tanglewood Legacy Advisors held 1,002 shares of IBM worth $282K as of Q2 2026.
Tanglewood Legacy Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.09% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #92 holding.
Tanglewood Legacy Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's IBM position peaked at $304K in Q4 2025.
3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.