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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
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 $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Searcy Financial Services's IBM Position: Q2 2026 in Review

Searcy Financial Services held its IBM (IBM) position steady in Q2 2026 at 1,148 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #23.

Searcy Financial Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Searcy Financial Services held 1,148 shares of IBM worth $323K as of Q2 2026.
  • Searcy Financial Services left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.11% of Searcy Financial Services's portfolio in Q2 2026, its #23 holding.
  • Searcy Financial Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Searcy Financial Services's IBM position peaked at $340K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.