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Security National Bank’s IBM IBM Stock Holding History

Security National Bank’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 		$8.47M Buy
30,105
+6,173
+26% +$1.56M 1.01% 31
2026
Q1 		$5.8M Buy
23,932
+1,921
+9% +$520K 0.84% 35
2025
Q4 		$6.52M Buy
22,011
+6,122
+39% +$1.83M 0.93% 30
2025
Q3 		$4.48M Buy
15,889
+14,553
+1,089% +$3.81M 0.69% 42
2025
Q2 		$394K Buy
1,336
+16
+1% +$4.12K 0.07% 98
2025
Q1 		$328K Hold
1,320
– – 0.06% 99
2024
Q4 		$290K Sell
1,320
-114
-8% -$25.4K 0.04% 97
2024
Q3 		$317K Hold
1,434
– – 0.04% 96
2024
Q2 		$248K Sell
1,434
-234
-14% -$40.7K 0.04% 100
2024
Q1 		$319K Sell
1,668
-105
-6% -$19.2K 0.05% 94
2023
Q4 		$290K Buy
1,773
+128
+8% +$19.3K 0.07% 96
2023
Q3 		$233K Hold
1,645
– – 0.07% 97
2023
Q2 		$220K Hold
1,645
– – 0.06% 100
2023
Q1 		$216K Buy
1,645
+100
+6% +$13.4K 0.06% 96
2022
Q4 		$218K Buy
+1,545
New +$213K 0.06% 98
2022
Q3 		– Sell
-1,481
Closed -$209K – 102
2022
Q2 		$209K Sell
1,481
-69
-4% -$9.31K 0.06% 97
2022
Q1 		$202K Buy
1,550
+20
+1% +$2.61K 0.05% 104
2021
Q4 		$204K Sell
1,530
-632
-29% -$79.3K 0.05% 105
2021
Q3 		$287K Buy
2,162
+470
+28% +$62.8K 0.07% 85
2021
Q2 		$237K Hold
1,692
– – 0.06% 90
2021
Q1 		$216K Buy
+1,692
New +$202K 0.06% 90

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 National Bank's IBM Position: Q2 2026 in Review

Security National Bank increased its IBM (IBM) stake by 26% in Q2 2026, buying an estimated $1.56M and bringing the position to 30,105 shares worth $8.47M. The position accounts for 1.01% of the portfolio, ranked #31.

Security National Bank first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Security National Bank held 30,105 shares of IBM worth $8.47M as of Q2 2026.
  • Security National Bank bought 6,173 IBM shares in Q2 2026, an estimated $1.56M.
  • IBM made up 1.01% of Security National Bank's portfolio in Q2 2026, its #31 holding.
  • Security National Bank first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
  • 1,950 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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