Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,353,061
+$4,100,814 QoQ
Shares Held
29,704
+69.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#643
of 3,554 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $12,074,495 across 9 Information Technology Services names. IBM ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
29,704 | $8,353,061 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
9,848 | $1,348,683 | |
| 3 | ACN |
Accenture plc
|
7,588 | $944,250 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
4,993 | $514,129 | |
| 5 | EFOR |
Everforth Inc
|
18,484 | $330,309 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,888 | $260,053 | |
| 7 | SAIC |
Science Applications International Corp
|
1,858 | $205,141 | |
| 8 | VRRM |
VERRA MOBILITY Corp
|
21,759 | $92,475 |
All Filings in IBM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,353,061 | 29,704 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,252,247 | 17,543 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,136,572 | 13,965 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,340,210 | 11,838 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,938,850 | 13,362 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $506,520 | 2,037 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,201,597 | 10,015 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,102,028 | 9,508 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,960,199 | 40,244 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,051,637 | 42,164 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||