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Meadowbrook Advisors Group’s IBM IBM Stock Holding History

Meadowbrook Advisors Group’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 		$2.7M Sell
9,608
-94
-1% -$23.7K 1.44% 14
2026
Q1 		$2.35M Sell
9,702
-43
-0.4% -$11.6K 1.4% 18
2025
Q4 		$2.89M Buy
+9,745
New +$2.92M 1.62% 10

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meadowbrook Advisors Group's IBM Position: Q2 2026 in Review

Meadowbrook Advisors Group reduced its IBM (IBM) stake by 0.97% in Q2 2026, selling an estimated $23.7K and leaving 9,608 shares worth $2.7M. The position accounts for 1.44% of the portfolio, ranked #14.

Meadowbrook Advisors Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.89M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Meadowbrook Advisors Group held 9,608 shares of IBM worth $2.7M as of Q2 2026.
  • Meadowbrook Advisors Group sold 94 IBM shares in Q2 2026, an estimated $23.7K.
  • IBM made up 1.44% of Meadowbrook Advisors Group's portfolio in Q2 2026, its #14 holding.
  • Meadowbrook Advisors Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Meadowbrook Advisors Group's IBM position peaked at $2.89M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Meadowbrook Advisors Group's 13F filing for Q2 2026, filed 7 Aug 2026.