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International Business Machines shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $818k 2.9k 282.20
2025-06-30 $738k 2.5k 294.83
2025-03-31 $249k 999 248.76
2024-12-31 $203k 924 220.02
2024-09-30 $230k 1.0k 221.13
2024-03-31 $255k 1.3k 190.95

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Legacy Financial Strategies

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management
FMR
Goldman Sachs Group

View all funds holding International Business Machines