MeadowBrook Investment Advisors’s IBM IBM Stock Holding History

MeadowBrook Investment 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 Q2	$345K	Hold	1,227	–	–	0.27%	76
2026 Q1	$297K	Buy	1,227 +132	+12%	+$35.7K	0.26%	80
2025 Q4	$324K	Sell	1,095 -111	-9%	-$33.2K	0.28%	76
2025 Q3	$340K	Sell	1,206 -30	-2%	-$7.85K	0.29%	74
2025 Q2	$364K	Sell	1,236 -200	-14%	-$51.5K	0.33%	72
2025 Q1	$357K	Sell	1,436 -15	-1%	-$3.67K	0.33%	66
2024 Q4	$319K	Sell	1,451 -15	-1%	-$3.34K	0.28%	80
2024 Q3	$324K	Sell	1,466 -579	-28%	-$114K	0.29%	79
2024 Q2	$354K	Sell	2,045 -235	-10%	-$40.8K	0.33%	67
2024 Q1	$435K	Sell	2,280 -130	-5%	-$23.7K	0.41%	59
2023 Q4	$394K	Buy	+2,410	New	+$364K	0.38%	63

Other funds holding IBM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MeadowBrook Investment Advisors's IBM Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its IBM (IBM) position steady in Q2 2026 at 1,227 shares worth $345K. The position accounts for 0.27% of the portfolio, ranked #76.

MeadowBrook Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $435K in Q1 2024. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

MeadowBrook Investment Advisors held 1,227 shares of IBM worth $345K as of Q2 2026.
MeadowBrook Investment Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.27% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #76 holding.
MeadowBrook Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's IBM position peaked at $435K in Q1 2024.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.