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Meridian Wealth Advisors’s IBM IBM Stock Holding History

Meridian Wealth Advisors’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 		$3.23M Buy
13,337
+913
+7% +$247K 0.43% 51
2025
Q4 		$3.68M Buy
12,424
+433
+4% +$130K 0.51% 51
2025
Q3 		$3.38M Buy
11,991
+2,937
+32% +$769K 0.48% 52
2025
Q2 		$2.67M Sell
9,054
-545
-6% -$140K 0.42% 53
2025
Q1 		$2.39M Buy
9,599
+2,910
+44% +$712K 0.41% 51
2024
Q4 		$1.47M Sell
6,689
-82
-1% -$18.3K 0.24% 64
2024
Q3 		$1.5M Sell
6,771
-89
-1% -$17.5K 0.25% 64
2024
Q2 		$1.19M Buy
6,860
+1,121
+20% +$195K 0.21% 73
2024
Q1 		$1.1M Sell
5,739
-13
-0.2% -$2.37K 0.21% 78
2023
Q4 		$941K Sell
5,752
-226
-4% -$34.1K 0.21% 80
2023
Q3 		$839K Buy
5,978
+28
+0.5% +$3.98K 0.21% 81
2023
Q2 		$796K Sell
5,950
-478
-7% -$61.7K 0.19% 86
2023
Q1 		$843K Sell
6,428
-4
-0.1% -$535 0.21% 85
2022
Q4 		$906K Sell
6,432
-199
-3% -$27.4K 0.23% 80
2022
Q3 		$788K Buy
6,631
+942
+17% +$124K 0.22% 85
2022
Q2 		$803K Buy
5,689
+1,063
+23% +$143K 0.21% 91
2022
Q1 		$601K Sell
4,626
-148
-3% -$19.3K 0.14% 117
2021
Q4 		$638K Sell
4,774
-306
-6% -$38.4K 0.16% 108
2021
Q3 		$675K Buy
5,080
+76
+2% +$10.2K 0.19% 95
2021
Q2 		$701K Buy
5,004
+24
+0.5% +$3.28K 0.2% 96
2021
Q1 		$634K Buy
4,980
+991
+25% +$119K 0.21% 93
2020
Q4 		$480K Sell
3,989
-178
-4% -$20.6K 0.18% 105
2020
Q3 		$485K Buy
4,167
+1,014
+32% +$119K 0.21% 99
2020
Q2 		$364K Buy
3,153
+7
+0.2% +$813 0.17% 112
2020
Q1 		$334K Buy
3,146
+41
+1% +$5.18K 0.18% 96
2019
Q4 		$398K Buy
3,105
+1,151
+59% +$150K 0.16% 104
2019
Q3 		$272K Hold
1,954
– – 0.12% 127
2019
Q2 		$258K Hold
1,954
– – 0.18% 104
2019
Q1 		$264K Hold
1,954
– – 0.19% 100
2018
Q4 		$212K Buy
+1,954
New +$235K 0.16% 115

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Advisors's IBM Position: Q1 2026 in Review

Meridian Wealth Advisors increased its IBM (IBM) stake by 7.3% in Q1 2026, buying an estimated $247K and bringing the position to 13,337 shares worth $3.23M. The position accounts for 0.43% of the portfolio, ranked #51.

Meridian Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.68M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Meridian Wealth Advisors held 13,337 shares of IBM worth $3.23M as of Q1 2026.
  • Meridian Wealth Advisors bought 913 IBM shares in Q1 2026, an estimated $247K.
  • IBM made up 0.43% of Meridian Wealth Advisors's portfolio in Q1 2026, its #51 holding.
  • Meridian Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's IBM position peaked at $3.68M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.