Legacy Wealth Managment, LLC/ID
Position in IBM — International Business Machines Corp
CIK 2045082
BOISE, ID
Position in IBM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$53,083
-$7,047 QoQ
Shares Held
219
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Legacy Wealth Managment, LLC/ID holds $66,772 across 9 Information Technology Services names. IBM ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
219 | $53,083 | |
| 2 | ACN |
Accenture plc
|
34 | $6,741 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
48 | $2,944 | |
| 4 | BBAI |
BigBear.ai Holdings, Inc.
|
721 | $2,537 | |
| 5 | PSN |
Parsons Corp
|
18 | $975 | |
| 6 | SAIC |
Science Applications International Corp
|
2 | $189 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
1 | $155 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
10 | $131 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,083 | 219 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $60,130 | 203 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $40,913 | 145 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,332 | 147 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,617 | 99 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $26,159 | 119 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,876 | 108 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||