Legacy Private Trust »

International Business Machines shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $662k 3.0k 221.08
2024-06-30 $518k 3.0k 172.95
2024-03-31 $585k 3.1k 190.96
2023-12-31 $512k 3.1k 163.55
2023-09-30 $439k 3.1k 140.30
2023-06-30 $437k 3.3k 133.81
2023-03-31 $410k 3.1k 131.09
2022-12-31 $494k 3.5k 140.82
2022-09-30 $442k 3.7k 118.70
2022-06-30 $526k 3.7k 141.19
2022-03-31 $501k 3.9k 129.93
2021-12-31 $695k 5.2k 133.63
2021-09-30 $1.4M 10k 138.90
2021-06-30 $2.1M 14k 146.59
2021-03-31 $2.0M 15k 133.25
2020-12-31 $1.8M 15k 125.87
2020-09-30 $1.9M 15k 121.64
2020-06-30 $2.4M 20k 120.76
2020-03-31 $2.1M 19k 110.95
2019-12-31 $2.2M 16k 134.05
2019-09-30 $2.3M 16k 145.43
2019-06-30 $2.0M 15k 137.90
2019-03-31 $2.0M 14k 141.07
2018-12-31 $1.0M 8.8k 113.63
2018-09-30 $570k 3.8k 151.07
2018-06-30 $494k 3.5k 139.84
2018-03-31 $619k 4.0k 153.45
2017-12-31 $736k 4.8k 153.47
2017-09-30 $789k 5.4k 145.17
2017-06-30 $851k 5.5k 153.82
2017-03-31 $1.1M 6.1k 174.16
2016-12-31 $981k 5.9k 165.92
2016-09-30 $1.0M 6.6k 158.89
2016-06-30 $1.0M 6.7k 151.79
2016-03-31 $1.4M 9.1k 151.44
2015-12-31 $1.4M 9.9k 137.57
2015-09-30 $1.6M 11k 144.96
2015-06-30 $1.9M 12k 162.72
2015-03-31 $1.9M 12k 160.48
2014-12-31 $1.9M 12k 160.45
2014-09-30 $3.0M 16k 189.81
2014-06-30 $3.5M 20k 181.28
2014-03-31 $3.7M 19k 192.52
2013-12-31 $3.8M 20k 187.57
2013-09-30 $3.8M 21k 185.20
2013-06-30 $3.7M 19k 191.10

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines