Meridian Financial’s IBM IBM Stock Holding History

Meridian Financial’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	$475K	Buy	1,688 +8	+0.5%	+$2.02K	0.23%	83
2026 Q1	$407K	Sell	1,680 -58	-3%	-$15.7K	0.22%	85
2025 Q4	$515K	Sell	1,738 -41	-2%	-$12.3K	0.28%	71
2025 Q3	$502K	Hold	1,779	–	–	0.28%	68
2025 Q2	$524K	Hold	1,779	–	–	0.34%	57
2025 Q1	$442K	Hold	1,779	–	–	0.31%	62
2024 Q4	$391K	Sell	1,779 -45	-2%	-$10K	0.27%	66
2024 Q3	$403K	Hold	1,824	–	–	0.27%	71
2024 Q2	$315K	Hold	1,824	–	–	0.23%	84
2024 Q1	$348K	Hold	1,824	–	–	0.26%	74
2023 Q4	$298K	Sell	1,824 -50	-3%	-$7.55K	0.23%	81
2023 Q3	$263K	Sell	1,874 -50	-3%	-$7.11K	0.24%	80
2023 Q2	$257K	Buy	1,924 +158	+9%	+$20.4K	0.23%	80
2023 Q1	$232K	Sell	1,766 -75	-4%	-$10K	0.23%	89
2022 Q4	$259K	Sell	1,841 -105	-5%	-$14.5K	0.27%	73
2022 Q3	$231K	Sell	1,946 -14	-0.7%	-$1.84K	0.27%	74
2022 Q2	$277K	Hold	1,960	–	–	0.31%	67
2022 Q1	$255K	Sell	1,960 -75	-4%	-$9.78K	0.26%	74
2021 Q4	$272K	Buy	+2,035	New	+$255K	0.25%	71

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Meridian Financial's IBM Position: Q2 2026 in Review

Meridian Financial increased its IBM (IBM) stake by 0.48% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,688 shares worth $475K. The position accounts for 0.23% of the portfolio, ranked #83.

Meridian Financial first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $524K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Meridian Financial held 1,688 shares of IBM worth $475K as of Q2 2026.
Meridian Financial bought 8 IBM shares in Q2 2026, an estimated $2.02K.
IBM made up 0.23% of Meridian Financial's portfolio in Q2 2026, its #83 holding.
Meridian Financial first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's IBM position peaked at $524K in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.