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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → IBM
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC IBM Position History
International Business Machines Corporation • Technology
Quarters held
3
Latest value
$1.3M
Q3 2026
Peak value
$6.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $6.8M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 5.8K | — | — |
| Q2 2026 | $1.6M | 5.7K | — | — |
| Q1 2026 | $6.8M | 28.0K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B