Meridian Wealth Management
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Meridian Wealth Management’s GlobalFoundries GFS Stock Holding History

Meridian Wealth Management’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$426K Sell
8,880
-2,328
-21% -$121K 0.01% 580
2026
Q2 		$924K Buy
11,208
+1,291
+13% +$90.2K 0.03% 395
2026
Q1 		$441K Sell
9,917
-814
-8% -$35.9K 0.02% 546
2025
Q4 		$375K Sell
10,731
-755
-7% -$26.9K 0.01% 566
2025
Q3 		$412K Sell
11,486
-2,184
-16% -$77.9K 0.02% 520
2025
Q2 		$522K Sell
13,670
-1,003
-7% -$36.4K 0.02% 438
2025
Q1 		$542K Sell
14,673
-1,046
-7% -$42.3K 0.03% 395
2024
Q4 		$675K Sell
15,719
-10,224
-39% -$428K 0.03% 359
2024
Q3 		$1.04M Sell
25,943
-13,640
-34% -$633K 0.05% 275
2024
Q2 		$2M Buy
+39,583
New +$1.98M 0.24% 78
2024
Q1 		– Sell
-206,230
Closed -$12.5M – 322
2023
Q4 		$12.5M Sell
206,230
-26,365
-11% -$1.46M 0.8% 17
2023
Q3 		$13.5M Sell
232,595
-6,851
-3% -$407K 0.83% 18
2023
Q2 		$15.5M Sell
239,446
-3,419
-1% -$207K 1.3% 10
2023
Q1 		$17.5M Sell
242,865
-9,356
-4% -$591K 1.53% 9
2022
Q4 		$13.6M Sell
252,221
-3,938
-2% -$230K 1.33% 10
2022
Q3 		$12.4M Buy
256,159
+623
+0.2% +$33.5K 1.33% 9
2022
Q2 		$10.3M Sell
255,536
-5,705
-2% -$301K 0.84% 17
2022
Q1 		$16.3M Buy
261,241
+8,198
+3% +$484K 1.78% 8
2021
Q4 		$16.4M Buy
+253,043
New +$15.7M 1.76% 10

Other funds holding GFS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Meridian Wealth Management's GFS Position: Q3 2026 in Review

Meridian Wealth Management reduced its GlobalFoundries (GFS) stake by 21% in Q3 2026, selling an estimated $121K and leaving 8,880 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #580.

Meridian Wealth Management first reported a position in GFS in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.5M in Q1 2023. 173 funds tracked by Wall St. Rank hold GFS as of Q3 2026.

  • Meridian Wealth Management held 8,880 shares of GlobalFoundries worth $426K as of Q3 2026.
  • Meridian Wealth Management sold 2,328 GlobalFoundries shares in Q3 2026, an estimated $121K.
  • GlobalFoundries made up 0.01% of Meridian Wealth Management's portfolio in Q3 2026, its #580 holding.
  • Meridian Wealth Management first reported a position in GlobalFoundries in Q4 2021 and has held it in 19 quarters since.
  • Meridian Wealth Management's GlobalFoundries position peaked at $17.5M in Q1 2023.
  • 173 funds tracked by Wall St. Rank held GlobalFoundries as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.