SimplyRich’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.22M | Buy |
13,164
+8,248
| +168% | +$2.08M | 0.52% | 43 |
|
|
2026
Q1 | $1.19M | Sell |
4,916
-24
| -0.5% | -$6.49K | 0.3% | 74 |
|
|
2025
Q4 | $1.46M | Buy |
4,940
+1
| +0% | +$299 | 0.38% | 67 |
|
|
2025
Q3 | $1.39M | Sell |
4,939
-3
| -0.1% | -$785 | 0.38% | 64 |
|
|
2025
Q2 | $1.46M | Hold |
4,942
| – | – | 0.41% | 63 |
|
|
2025
Q1 | $1.23M | Buy |
4,942
+1
| +0% | +$245 | 0.36% | 71 |
|
|
2024
Q4 | $1.09M | Buy |
4,941
+108
| +2% | +$24.1K | 0.31% | 78 |
|
|
2024
Q3 | $1.07M | Buy |
4,833
+1,016
| +27% | +$199K | 0.3% | 82 |
|
|
2024
Q2 | $660K | Buy |
3,817
+698
| +22% | +$121K | 0.21% | 95 |
|
|
2024
Q1 | $596K | Buy |
3,119
+37
| +1% | +$6.75K | 0.19% | 106 |
|
|
2023
Q4 | $504K | Buy |
3,082
+39
| +1% | +$5.89K | 0.17% | 111 |
|
|
2023
Q3 | $426K | Hold |
3,043
| – | – | 0.21% | 101 |
|
|
2023
Q2 | $407K | Buy |
3,043
+5
| +0.2% | +$645 | 0.15% | 126 |
|
|
2023
Q1 | $398K | Hold |
3,038
| – | – | 0.15% | 122 |
|
|
2022
Q4 | $428K | Buy |
3,038
+4
| +0.1% | +$552 | 0.17% | 121 |
|
|
2022
Q3 | $360K | Buy |
3,034
+12
| +0.4% | +$1.57K | 0.16% | 113 |
|
|
2022
Q2 | $426K | Hold |
3,022
| – | – | 0.18% | 111 |
|
|
2022
Q1 | $392K | Buy |
3,022
+230
| +8% | +$30K | 0.14% | 126 |
|
|
2021
Q4 | $373K | Sell |
2,792
-128
| -4% | -$16.1K | 0.12% | 131 |
|
|
2021
Q3 | $387K | Hold |
2,920
| – | – | 0.14% | 125 |
|
|
2021
Q2 | $409K | Hold |
2,920
| – | – | 0.19% | 111 |
|
|
2021
Q1 | $372K | Hold |
2,920
| – | – | 0.15% | 124 |
|
|
2020
Q4 | $351K | Hold |
2,920
| – | – | 0.16% | 114 |
|
|
2020
Q3 | $340K | Hold |
2,920
| – | – | 0.17% | 116 |
|
|
2020
Q2 | $334K | Hold |
2,920
| – | – | 0.18% | 109 |
|
|
2020
Q1 | $315K | Hold |
2,920
| – | – | 0.21% | 96 |
|
|
2019
Q4 | $371K | Hold |
2,920
| – | – | 0.19% | 120 |
|
|
2019
Q3 | $400K | Hold |
2,920
| – | – | 0.22% | 112 |
|
|
2019
Q2 | $385K | Buy |
+2,920
| New | +$384K | 0.21% | 115 |
|
|
2018
Q4 | – | Sell |
-3,234
| Closed | -$468K | – | 106 |
|
|
2018
Q3 | $468K | Hold |
3,234
| – | – | 0.26% | 113 |
|
|
2018
Q2 | $432K | Sell |
3,234
-312
| -9% | -$43.5K | 0.25% | 114 |
|
|
2018
Q1 | $520K | Sell |
3,546
-93
| -3% | -$14.1K | 0.29% | 108 |
|
|
2017
Q4 | $534K | Buy |
+3,639
| New | +$529K | 0.3% | 113 |
|
Other funds holding IBM
SimplyRich's IBM Position: Q2 2026 in Review
SimplyRich increased its IBM (IBM) stake by 168% in Q2 2026, buying an estimated $2.08M and bringing the position to 13,164 shares worth $2.22M. The position accounts for 0.52% of the portfolio, ranked #43.
SimplyRich first reported a position in IBM in Q4 2017 and has held it in 33 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- SimplyRich held 13,164 shares of IBM worth $2.22M as of Q2 2026.
- SimplyRich bought 8,248 IBM shares in Q2 2026, an estimated $2.08M.
- IBM made up 0.52% of SimplyRich's portfolio in Q2 2026, its #43 holding.
- SimplyRich first reported a position in IBM in Q4 2017 and has held it in 33 quarters since.
- 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.