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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
Q2 		$8.35M Buy
29,704
+12,161
+69% +$3.06M 0.28% 83
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simplicity Wealth's IBM Position: Q2 2026 in Review

Simplicity Wealth increased its IBM (IBM) stake by 69% in Q2 2026, buying an estimated $3.06M and bringing the position to 29,704 shares worth $8.35M. The position accounts for 0.28% of the portfolio, ranked #83.

Simplicity Wealth first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Simplicity Wealth held 29,704 shares of IBM worth $8.35M as of Q2 2026.
  • Simplicity Wealth bought 12,161 IBM shares in Q2 2026, an estimated $3.06M.
  • IBM made up 0.28% of Simplicity Wealth's portfolio in Q2 2026, its #83 holding.
  • Simplicity Wealth first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.