Secured Retirement Advisors’s IBM IBM Stock Holding History

Secured Retirement Advisors’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	$1.51M	Sell	5,371 -5,302	-50%	-$1.34M	0.78%	50
2026 Q1	$2.59M	Buy	10,673 +3,746	+54%	+$1.01M	1.46%	15
2025 Q4	$2.05M	Sell	6,927 -1,086	-14%	-$325K	1.15%	24
2025 Q3	$2.26M	Sell	8,013 -21	-0.3%	-$5.5K	1.26%	20
2025 Q2	$2.37M	Buy	8,034 +2,531	+46%	+$652K	1.41%	13
2025 Q1	$1.37M	Sell	5,503 -1,173	-18%	-$287K	0.88%	38
2024 Q4	$1.47M	Buy	6,676 +5,375	+413%	+$1.2M	0.84%	45
2024 Q3	$288K	Buy	1,301 +41	+3%	+$8.04K	0.21%	98
2024 Q2	$218K	Buy	+1,260	New	+$219K	0.17%	112

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Secured Retirement Advisors's IBM Position: Q2 2026 in Review

Secured Retirement Advisors reduced its IBM (IBM) stake by 50% in Q2 2026, selling an estimated $1.34M and leaving 5,371 shares worth $1.51M. The position accounts for 0.78% of the portfolio, ranked #50.

Secured Retirement Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.59M in Q1 2026. 891 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Secured Retirement Advisors held 5,371 shares of IBM worth $1.51M as of Q2 2026.
Secured Retirement Advisors sold 5,302 IBM shares in Q2 2026, an estimated $1.34M.
IBM made up 0.78% of Secured Retirement Advisors's portfolio in Q2 2026, its #50 holding.
Secured Retirement Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
Secured Retirement Advisors's IBM position peaked at $2.59M in Q1 2026.
891 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.