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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

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

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Quarterly reported holdings in International Business Machines by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
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

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View all positions for Legacy Private Trust

Top funds holding International Business Machines

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Northern Trust
Amundi
Bank of New York Mellon
Legal & General Group
Jpmorgan Chase & Co
Susquehanna International
Ameriprise Financial
Charles Schwab Investment Management
CalPERS
FMR

View all funds holding International Business Machines