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Meeder Advisory Services’s IBM IBM Stock Holding History

Meeder Advisory Services’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 		$7M Buy
24,879
+1,305
+6% +$329K 0.26% 60
2026
Q1 		$5.71M Sell
23,574
-507
-2% -$137K 0.24% 64
2025
Q4 		$7.13M Buy
24,081
+1,606
+7% +$481K 0.31% 46
2025
Q3 		$6.34M Buy
22,475
+1,462
+7% +$383K 0.29% 48
2025
Q2 		$6.19M Buy
21,013
+1,104
+6% +$284K 0.32% 42
2025
Q1 		$4.95M Buy
19,909
+2,395
+14% +$586K 0.3% 49
2024
Q4 		$3.85M Buy
17,514
+1,665
+11% +$371K 0.24% 64
2024
Q3 		$3.5M Buy
15,849
+788
+5% +$155K 0.23% 71
2024
Q2 		$2.6M Buy
15,061
+3,846
+34% +$668K 0.18% 89
2024
Q1 		$2.14M Buy
11,215
+870
+8% +$159K 0.22% 79
2023
Q4 		$1.69M Buy
10,345
+873
+9% +$132K 0.19% 88
2023
Q3 		$1.33M Sell
9,472
-1,273
-12% -$181K 0.17% 104
2023
Q2 		$1.44M Sell
10,745
-1,143
-10% -$148K 0.15% 113
2023
Q1 		$1.56M Sell
11,888
-980
-8% -$131K 0.18% 103
2022
Q4 		$1.81M Buy
+12,868
New +$1.78M 0.23% 82

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's IBM Position: Q2 2026 in Review

Meeder Advisory Services increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $329K and bringing the position to 24,879 shares worth $7M. The position accounts for 0.26% of the portfolio, ranked #60.

Meeder Advisory Services first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.13M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Meeder Advisory Services held 24,879 shares of IBM worth $7M as of Q2 2026.
  • Meeder Advisory Services bought 1,305 IBM shares in Q2 2026, an estimated $329K.
  • IBM made up 0.26% of Meeder Advisory Services's portfolio in Q2 2026, its #60 holding.
  • Meeder Advisory Services first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's IBM position peaked at $7.13M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.