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Security Financial Services’s IBM IBM Stock Holding History

Security 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 		$681K Buy
2,421
+28
+1% +$7.05K 0.09% 114
2026
Q1 		$580K Buy
2,393
+57
+2% +$15.4K 0.09% 120
2025
Q4 		$692K Buy
2,336
+102
+5% +$30.5K 0.11% 112
2025
Q3 		$630K Buy
2,234
+64
+3% +$16.8K 0.1% 109
2025
Q2 		$640K Buy
2,170
+212
+11% +$54.6K 0.11% 98
2025
Q1 		$487K Buy
1,958
+54
+3% +$13.2K 0.1% 107
2024
Q4 		$419K Buy
1,904
+92
+5% +$20.5K 0.09% 111
2024
Q3 		$401K Buy
1,812
+12
+0.7% +$2.35K 0.08% 107
2024
Q2 		$311K Buy
1,800
+16
+0.9% +$2.78K 0.07% 125
2024
Q1 		$341K Buy
1,784
+10
+0.6% +$1.82K 0.08% 131
2023
Q4 		$290K Sell
1,774
-125
-7% -$18.9K 0.07% 130
2023
Q3 		$266K Hold
1,899
– – 0.08% 136
2023
Q2 		$254K Buy
1,899
+129
+7% +$16.6K 0.07% 128
2023
Q1 		$232K Hold
1,770
– – 0.07% 128
2022
Q4 		$249K Hold
1,770
– – 0.08% 126
2022
Q3 		$210K Hold
1,770
– – 0.07% 128
2022
Q2 		$250K Hold
1,770
– – 0.08% 121
2022
Q1 		$230K Hold
1,770
– – 0.07% 124
2021
Q4 		$237K Buy
+1,770
New +$222K 0.08% 124

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Security Financial Services increased its IBM (IBM) stake by 1.2% in Q2 2026, buying an estimated $7.05K and bringing the position to 2,421 shares worth $681K. The position accounts for 0.09% of the portfolio, ranked #114.

Security Financial Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $692K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Security Financial Services held 2,421 shares of IBM worth $681K as of Q2 2026.
  • Security Financial Services bought 28 IBM shares in Q2 2026, an estimated $7.05K.
  • IBM made up 0.09% of Security Financial Services's portfolio in Q2 2026, its #114 holding.
  • Security Financial Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's IBM position peaked at $692K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.