Simplicity Wealth’s IBM IBM Stock Holding History

Simplicity Wealth’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.25M	Buy	17,543 +3,578	+26%	+$968K	0.24%	94
2025 Q4	$4.14M	Buy	13,965 +2,127	+18%	+$637K	0.25%	95
2025 Q3	$3.34M	Sell	11,838 -1,524	-11%	-$399K	0.19%	118
2025 Q2	$3.94M	Buy	13,362 +11,325	+556%	+$2.92M	0.16%	136
2025 Q1	$507K	Sell	2,037 -7,978	-80%	-$1.95M	0.04%	338
2024 Q4	$2.2M	Buy	10,015 +507	+5%	+$113K	0.46%	38
2024 Q3	$2.1M	Sell	9,508 -30,736	-76%	-$6.03M	0.19%	111
2024 Q2	$6.96M	Sell	40,244 -1,920	-5%	-$334K	0.16%	134
2024 Q1	$8.05M	Buy	+42,164	New	+$7.69M	0.19%	107

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Wealth's IBM Position: Q1 2026 in Review

Simplicity Wealth increased its IBM (IBM) stake by 26% in Q1 2026, buying an estimated $968K and bringing the position to 17,543 shares worth $4.25M. The position accounts for 0.24% of the portfolio, ranked #94.

Simplicity Wealth first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.05M in Q1 2024. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Simplicity Wealth held 17,543 shares of IBM worth $4.25M as of Q1 2026.
Simplicity Wealth bought 3,578 IBM shares in Q1 2026, an estimated $968K.
IBM made up 0.24% of Simplicity Wealth's portfolio in Q1 2026, its #94 holding.
Simplicity Wealth first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's IBM position peaked at $8.05M in Q1 2024.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.