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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Hold	7,315	–	–	0.51%	40
2025 Q1	$1.82M	Sell	7,315 -163	-2%	-$40.5K	0.56%	38
2024 Q4	$1.64M	Buy	7,478 +7	+0.1%	+$1.54K	0.43%	41
2024 Q3	$1.65M	Buy	7,471 +4	+0.1%	+$884	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%	+$14.7K	0.4%	44
2023 Q3	$1.04M	Buy	7,388 +63	+0.9%	+$8.84K	0.34%	44
2023 Q2	$980K	Buy	7,325 +14	+0.2%	+$1.87K	0.31%	48
2023 Q1	$958K	Buy	7,311 +11	+0.2%	+$1.44K	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%	-$189K	0.4%	43
2022 Q1	$1.12M	Hold	8,637	–	–	0.36%	46
2021 Q4	$1.15M	Sell	8,637 -415	-5%	-$55.4K	0.33%	45
2021 Q3	$1.2M	Hold	9,052	–	–	0.37%	42
2021 Q2	$1.27M	Buy	9,052 +52	+0.6%	+$7.29K	0.37%	44
2021 Q1	$1.15M	Buy	9,000 +97	+1%	+$12.4K	0.36%	44
2020 Q4	$1.07M	Sell	8,903 -34	-0.4%	-$4.09K	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	$1.29M	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%	+$190K	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%	-$2.29M	1.11%	37
2013 Q4	$3.6M	Sell	20,093 -261	-1%	-$46.8K	2.87%	6
2013 Q3	$3.6M	Buy	20,354 +261	+1%	+$46.2K	3.09%	5
2013 Q2	$3.75M	Buy	+20,093	New	+$3.75M	3.29%	5