Meadow Creek Wealth Advisors’s IBM IBM Stock Holding History

Meadow Creek Wealth 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 Q1	$539K	Sell	2,225 -127	-5%	-$34.4K	0.35%	59
2025 Q4	$697K	Buy	2,352 +9	+0.4%	+$2.69K	0.45%	48
2025 Q3	$647K	Sell	2,343 -309	-12%	-$80.9K	0.43%	48
2025 Q2	$782K	Buy	2,652 +177	+7%	+$45.6K	0.53%	37
2025 Q1	$615K	Buy	2,475 +359	+17%	+$87.8K	0.46%	46
2024 Q4	$465K	Buy	2,116 +38	+2%	+$8.46K	0.33%	65
2024 Q3	$459K	Buy	2,078 +582	+39%	+$114K	0.36%	64
2024 Q2	$259K	Buy	1,496 +242	+19%	+$42K	0.24%	99
2024 Q1	$239K	Buy	1,254 +6	+0.5%	+$1.09K	0.17%	120
2023 Q4	$204K	Buy	+1,248	New	+$189K	0.2%	101
2019 Q4	$203K	Buy	+1,582	New	+$206K	0.28%	91

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meadow Creek Wealth Advisors's IBM Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its IBM (IBM) stake by 5.4% in Q1 2026, selling an estimated $34.4K and leaving 2,225 shares worth $539K. The position accounts for 0.35% of the portfolio, ranked #59.

Meadow Creek Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 11 quarters since. The position peaked at $782K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Meadow Creek Wealth Advisors held 2,225 shares of IBM worth $539K as of Q1 2026.
Meadow Creek Wealth Advisors sold 127 IBM shares in Q1 2026, an estimated $34.4K.
IBM made up 0.35% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Meadow Creek Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 11 quarters since.
Meadow Creek Wealth Advisors's IBM position peaked at $782K in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.