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Simplify Asset Management’s IBM IBM Stock Holding History

Simplify Asset Management’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 		$1.41M Buy
5,014
+224
+5% +$56.4K 0.02% 71
2026
Q1 		$1.16M Sell
4,790
-62
-1% -$16.8K 0.02% 68
2025
Q4 		$1.44M Buy
4,852
+1,192
+33% +$357K 0.02% 77
2025
Q3 		$1.03M Buy
+3,660
New +$958K 0.02% 82

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Simplify Asset Management's IBM Position: Q2 2026 in Review

Simplify Asset Management increased its IBM (IBM) stake by 4.7% in Q2 2026, buying an estimated $56.4K and bringing the position to 5,014 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #71.

Simplify Asset Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q4 2025. 692 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Simplify Asset Management held 5,014 shares of IBM worth $1.41M as of Q2 2026.
  • Simplify Asset Management bought 224 IBM shares in Q2 2026, an estimated $56.4K.
  • IBM made up 0.02% of Simplify Asset Management's portfolio in Q2 2026, its #71 holding.
  • Simplify Asset Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Simplify Asset Management's IBM position peaked at $1.44M in Q4 2025.
  • 692 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.