Atlas Legacy Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 2054111
LOS ANGELES, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$318,048
-$6,894 QoQ
Shares Held
1,131
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,933
of 3,616 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 68%
Shared 32%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $759,848 across 2 Information Technology Services names. IBM ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
3,226 | $441,800 | |
| 2 | IBM |
International Business Machines Corp
This page
|
1,131 | $318,048 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,048 | 1,131 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $324,942 | 1,097 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $304,450 | 1,079 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||