Legacy Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1720969
PLYMOUTH MEETING, PA
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$533,174
+$135,655 QoQ
Shares Held
1,896
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,034
of 1,607 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Legacy Advisors, LLC holds $834,646 across 3 Information Technology Services names. IBM ranks #1 (63.9% of the industry book) .
All Filings in IBM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,174 | 1,896 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $397,519 | 1,640 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $825,537 | 2,787 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $724,304 | 2,567 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,988,036 | 7,995 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,255,888 | 5,713 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $889,183 | 4,022 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $672,948 | 3,891 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $725,838 | 3,801 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $750,367 | 4,588 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $730,963 | 5,210 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||