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Williamson Legacy Group’s IBM IBM Stock Holding History

Williamson Legacy Group’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 		– Sell
-1,147
Closed -$340K – 94
2025
Q4 		$340K Sell
1,147
-2,251
-66% -$674K 0.27% 83
2025
Q3 		$959K Sell
3,398
-172
-5% -$45K 0.74% 66
2025
Q2 		$1.05M Buy
+3,570
New +$920K 0.89% 58

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

Williamson Legacy Group's IBM Position: Q1 2026 in Review

Williamson Legacy Group sold out of IBM (IBM) in Q1 2026, closing a stake of 1,147 shares — an estimated $340K sold.

Williamson Legacy Group first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $1.05M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Williamson Legacy Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 1,147 IBM shares in Q1 2026, an estimated $340K.
  • Williamson Legacy Group first reported a position in IBM in Q2 2025 and held it in 3 quarters.
  • Williamson Legacy Group's IBM position peaked at $1.05M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.