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Meridian Financial Partners’s IBM IBM Stock Holding History

Meridian Financial Partners’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 		$368K Buy
1,742
+87
+5% +$21.9K 0.13% 91
2026
Q1 		$406K Sell
1,655
-17
-1% -$4.6K 0.15% 85
2025
Q4 		$497K Hold
1,672
– – 0.2% 72
2025
Q3 		$484K Buy
1,672
+3
+0.2% +$785 0.2% 73
2025
Q2 		$492K Sell
1,669
-180
-10% -$46.4K 0.23% 69
2025
Q1 		$460K Sell
1,849
-22
-1% -$5.38K 0.23% 67
2024
Q4 		$411K Sell
1,871
-55
-3% -$12.2K 0.22% 68
2024
Q3 		$426K Buy
1,926
+85
+5% +$16.7K 0.22% 69
2024
Q2 		$341K Buy
+1,841
New +$320K 0.2% 65
2023
Q3 		– Sell
-7,414
Closed -$1.03M – 61
2023
Q2 		$1.03M Buy
+7,414
New +$957K 0.62% 43
2022
Q3 		– Sell
-7,060
Closed -$912K – 57
2022
Q2 		$912K Buy
+7,060
New +$953K 0.62% 43
2022
Q1 		– Sell
-6,228
Closed -$819K – 55
2021
Q4 		$819K Buy
6,228
+364
+6% +$45.7K 0.55% 40
2021
Q3 		$789K Buy
5,864
+200
+4% +$26.7K 0.53% 39
2021
Q2 		$758K Buy
5,664
+179
+3% +$24.5K 0.52% 40
2021
Q1 		$725K Buy
5,485
+366
+7% +$43.8K 0.55% 37
2020
Q4 		$637K Sell
5,119
-12
-0.2% -$1.39K 0.49% 40
2020
Q3 		$550K Buy
5,131
+232
+5% +$27.3K 0.46% 40
2020
Q2 		$565K Buy
4,899
+1,674
+52% +$194K 0.51% 40
2020
Q1 		$370K Buy
3,225
+103
+3% +$13K 0.4% 48
2019
Q4 		$404K Sell
3,122
-816
-21% -$106K 0.4% 43
2019
Q3 		$533K Sell
3,938
-307
-7% -$41.4K 0.6% 33
2019
Q2 		$574K Buy
4,245
+52
+1% +$6.83K 0.64% 29
2019
Q1 		$558K Sell
4,193
-85
-2% -$10.8K 0.63% 27
2018
Q4 		$465K Buy
+4,278
New +$513K 0.63% 27

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Meridian Financial Partners's IBM Position: Q2 2026 in Review

Meridian Financial Partners increased its IBM (IBM) stake by 5.3% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,742 shares worth $368K. The position accounts for 0.13% of the portfolio, ranked #91.

Meridian Financial Partners first reported a position in IBM in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.03M in Q2 2023. 1,943 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Meridian Financial Partners held 1,742 shares of IBM worth $368K as of Q2 2026.
  • Meridian Financial Partners bought 87 IBM shares in Q2 2026, an estimated $21.9K.
  • IBM made up 0.13% of Meridian Financial Partners's portfolio in Q2 2026, its #91 holding.
  • Meridian Financial Partners first reported a position in IBM in Q4 2018 and has held it in 24 quarters since.
  • Meridian Financial Partners's IBM position peaked at $1.03M in Q2 2023.
  • 1,943 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.