Searcy Financial Services
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Searcy Financial Services’s IBM IBM Stock Holding History

Searcy Financial Services’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
Q3 		$252K Hold
1,148
– – 0.09% 23
2026
Q2 		$323K Hold
1,148
– – 0.11% 23
2026
Q1 		$278K Hold
1,148
– – 0.1% 21
2025
Q4 		$340K Hold
1,148
– – 0.13% 21
2025
Q3 		$324K Hold
1,148
– – 0.12% 21
2025
Q2 		$338K Hold
1,148
– – 0.14% 21
2025
Q1 		$285K Hold
1,148
– – 0.12% 21
2024
Q4 		$252K Hold
1,148
– – 0.12% 23
2024
Q3 		$254K Buy
+1,148
New +$225K 0.12% 23
2024
Q2 		– Sell
-1,148
Closed -$219K – 26
2024
Q1 		$219K Buy
+1,148
New +$209K 0.11% 24

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Searcy Financial Services's IBM Position: Q3 2026 in Review

Searcy Financial Services held its IBM (IBM) position steady in Q3 2026 at 1,148 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #23.

Searcy Financial Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $340K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Searcy Financial Services held 1,148 shares of IBM worth $252K as of Q3 2026.
  • Searcy Financial Services left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.09% of Searcy Financial Services's portfolio in Q3 2026, its #23 holding.
  • Searcy Financial Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Searcy Financial Services's IBM position peaked at $340K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.