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 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 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

Meeder Advisory Services's IBM Position: Q1 2026 in Review

Meeder Advisory Services reduced its IBM (IBM) stake by 2.1% in Q1 2026, selling an estimated $137K and leaving 23,574 shares worth $5.71M. The position accounts for 0.24% of the portfolio, ranked #64.

Meeder Advisory Services first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.13M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Meeder Advisory Services held 23,574 shares of IBM worth $5.71M as of Q1 2026.
Meeder Advisory Services sold 507 IBM shares in Q1 2026, an estimated $137K.
IBM made up 0.24% of Meeder Advisory Services's portfolio in Q1 2026, its #64 holding.
Meeder Advisory Services first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's IBM position peaked at $7.13M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.