Meridian Management’s IBM IBM Stock Holding History

Meridian Management’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	$1.77M	Hold	7,315	–	–	0.44%	48
2025 Q4	$2.17M	Hold	7,315	–	–	0.54%	41
2025 Q3	$2.06M	Hold	7,315	–	–	0.55%	40
2025 Q2	$1.85M	Hold	7,315	–	–	0.51%	40
2025 Q1	$1.82M	Sell	7,315 -163	-2%	-$39.9K	0.56%	38
2024 Q4	$1.64M	Buy	7,478 +7	+0.1%	+$1.56K	0.43%	41
2024 Q3	$1.65M	Buy	7,471 +4	+0.1%	+$784	0.42%	40
2024 Q2	$1.29M	Hold	7,467	–	–	0.35%	46
2024 Q1	$1.43M	Hold	7,467	–	–	0.39%	45
2023 Q4	$1.39M	Buy	7,467 +79	+1%	+$11.9K	0.4%	44
2023 Q3	$1.04M	Buy	7,388 +63	+0.9%	+$8.96K	0.34%	44
2023 Q2	$980K	Buy	7,325 +14	+0.2%	+$1.81K	0.31%	48
2023 Q1	$958K	Buy	7,311 +11	+0.2%	+$1.47K	0.31%	45
2022 Q4	$1.03M	Hold	7,300	–	–	0.38%	43
2022 Q3	$867K	Hold	7,300	–	–	0.35%	44
2022 Q2	$1.03M	Sell	7,300 -1,337	-15%	-$180K	0.4%	43
2022 Q1	$1.12M	Hold	8,637	–	–	0.36%	46
2021 Q4	$1.15M	Sell	8,637 -415	-5%	-$52K	0.33%	45
2021 Q3	$1.2M	Hold	9,052	–	–	0.37%	42
2021 Q2	$1.27M	Buy	9,052 +52	+0.6%	+$7.11K	0.37%	44
2021 Q1	$1.15M	Buy	9,000 +97	+1%	+$11.6K	0.36%	44
2020 Q4	$1.07M	Sell	8,903 -34	-0.4%	-$3.93K	0.34%	45
2020 Q3	$1.04M	Hold	8,937	–	–	0.39%	45
2020 Q2	$1.03M	Hold	8,937	–	–	0.42%	44
2020 Q1	$948K	Hold	8,937	–	–	0.46%	43
2019 Q4	$1.15M	Hold	8,937	–	–	0.46%	45
2019 Q3	$1.24M	Hold	8,937	–	–	0.55%	41
2019 Q2	$1.18M	Hold	8,937	–	–	0.52%	43
2019 Q1	$1.21M	Hold	8,937	–	–	0.6%	42
2018 Q4	$971K	Hold	8,937	–	–	0.5%	47
2018 Q3	$1.29M	Hold	8,937	–	–	0.56%	52
2018 Q2	$1.19M	Hold	8,937	–	–	0.55%	49
2018 Q1	$1.31M	Hold	8,937	–	–	0.6%	46
2017 Q4	$1.31M	Hold	8,937	–	–	0.61%	47
2017 Q3	$1.24M	Hold	8,937	–	–	0.61%	46
2017 Q2	$1.31M	Hold	8,937	–	–	0.69%	41
2017 Q1	$1.49M	Hold	8,937	–	–	0.85%	39
2016 Q4	$1.42M	Hold	8,937	–	–	0.84%	40
2016 Q3	$1.36M	Buy	8,937 +78	+0.9%	+$11.8K	0.78%	42
2016 Q2	$1.28M	Hold	8,859	–	–	0.78%	41
2016 Q1	$1.28M	Hold	8,859	–	–	0.79%	44
2015 Q4	$1.17M	Hold	8,859	–	–	0.75%	44
2015 Q3	$1.23M	Hold	8,859	–	–	0.81%	43
2015 Q2	$1.38M	Buy	8,859 +1,223	+16%	+$197K	0.84%	42
2015 Q1	$1.17M	Hold	7,636	–	–	0.84%	39
2014 Q4	$1.17M	Hold	7,636	–	–	0.85%	40
2014 Q3	$1.39M	Hold	7,636	–	–	1.06%	37
2014 Q2	$1.32M	Hold	7,636	–	–	0.99%	39
2014 Q1	$1.41M	Sell	7,636 -12,457	-62%	-$2.19M	1.11%	37
2013 Q4	$3.6M	Sell	20,093 -261	-1%	-$45K	2.87%	6
2013 Q3	$3.6M	Buy	20,354 +261	+1%	+$47.4K	3.09%	5
2013 Q2	$3.75M	Buy	+20,093	New	+$3.91M	3.29%	5

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

Meridian Management's IBM Position: Q1 2026 in Review

Meridian Management held its IBM (IBM) position steady in Q1 2026 at 7,315 shares worth $1.77M. The position accounts for 0.44% of the portfolio, ranked #48.

Meridian Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.75M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Meridian Management held 7,315 shares of IBM worth $1.77M as of Q1 2026.
Meridian Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.44% of Meridian Management's portfolio in Q1 2026, its #48 holding.
Meridian Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Meridian Management's IBM position peaked at $3.75M in Q2 2013.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.