SEC 13F Intelligence

Socha Financial Group, LLC / IBM

Socha Financial Group, LLC’s International Business Machs Position

Does Socha Financial Group, LLC own International Business Machs (IBM)? Not currently — the last reported position was 20.5K shares worth $6M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2025
Shares
20.5K
% of Portfolio
+2.45%
Quarters Held
11
position exited

Position History IBM

Reported value by quarter
Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202520.5K$6M+2.45%
Q2 202520.5K$6M+2.69%
Q1 202520.5K$5M+2.49%
Q4 202420.5K$4M+2.11%
Q3 202420.4K$5M+1.96%
Q2 202420.4K$4M+1.65%
Q1 202421.6K$4M+1.81%
Q4 202321.5K$4M+1.69%
Q3 202321.5K$3M+1.61%
Q2 202321.5K$3M+1.52%
Q1 202320.4K$3M+1.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Socha Financial Group, LLC’s full portfolio or all institutional holders of IBM.