Meridian Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1M | Buy |
53,785
+1,150
| +2% | +$311K | 0.46% | 49 |
|
|
2025
Q4 | $15.6M | Buy |
52,635
+561
| +1% | +$168K | 0.55% | 36 |
|
|
2025
Q3 | $14.7M | Buy |
52,074
+400
| +0.8% | +$105K | 0.56% | 34 |
|
|
2025
Q2 | $15.2M | Sell |
51,674
-2,394
| -4% | -$617K | 0.65% | 26 |
|
|
2025
Q1 | $13.4M | Sell |
54,068
-869
| -2% | -$213K | 0.65% | 26 |
|
|
2024
Q4 | $12.1M | Sell |
54,937
-2,999
| -5% | -$668K | 0.57% | 34 |
|
|
2024
Q3 | $12.8M | Buy |
+57,936
| New | +$11.4M | 0.63% | 31 |
|
|
2024
Q2 | – | Sell |
-55,876
| Closed | -$10.7M | – | 393 |
|
|
2024
Q1 | $10.7M | Buy |
55,876
+10,556
| +23% | +$1.93M | 1.78% | 12 |
|
|
2023
Q4 | $7.41M | Sell |
45,320
-41,892
| -48% | -$6.33M | 0.47% | 43 |
|
|
2023
Q3 | $12.2M | Buy |
87,212
+40,678
| +87% | +$5.79M | 0.75% | 21 |
|
|
2023
Q2 | $6.23M | Buy |
46,534
+1,294
| +3% | +$167K | 0.52% | 28 |
|
|
2023
Q1 | $5.93M | Buy |
45,240
+6,199
| +16% | +$829K | 0.52% | 31 |
|
|
2022
Q4 | $5.5M | Buy |
39,041
+7,586
| +24% | +$1.05M | 0.54% | 29 |
|
|
2022
Q3 | $3.74M | Buy |
31,455
+8,161
| +35% | +$1.07M | 0.4% | 51 |
|
|
2022
Q2 | $3.29M | Buy |
23,294
+5,538
| +31% | +$747K | 0.27% | 93 |
|
|
2022
Q1 | $2.31M | Sell |
17,756
-278
| -2% | -$36.3K | 0.25% | 87 |
|
|
2021
Q4 | $2.41M | Buy |
18,034
+574
| +3% | +$72K | 0.26% | 86 |
|
|
2021
Q3 | $2.32M | Buy |
17,460
+1,048
| +6% | +$140K | 0.29% | 80 |
|
|
2021
Q2 | $2.3M | Buy |
16,412
+764
| +5% | +$104K | 0.29% | 75 |
|
|
2021
Q1 | $1.99M | Buy |
15,648
+255
| +2% | +$30.5K | 0.29% | 76 |
|
|
2020
Q4 | $1.85M | Buy |
15,393
+6,759
| +78% | +$781K | 0.29% | 73 |
|
|
2020
Q3 | $1M | Sell |
8,634
-12,245
| -59% | -$1.44M | 0.25% | 81 |
|
|
2020
Q2 | $2.41M | Buy |
20,879
+6,980
| +50% | +$811K | 0.81% | 24 |
|
|
2020
Q1 | $1.47M | Buy |
13,899
+10,311
| +287% | +$1.3M | 0.65% | 32 |
|
|
2019
Q4 | $459K | Sell |
3,588
-147
| -4% | -$19.1K | 0.22% | 94 |
|
|
2019
Q3 | $519K | Buy |
3,735
+218
| +6% | +$29.4K | 0.24% | 80 |
|
|
2019
Q2 | $4.64K | Buy |
3,517
+83
| +2% | +$10.9K | 0.19% | 90 |
|
|
2019
Q1 | $463K | Buy |
3,434
+328
| +11% | +$41.8K | 0.21% | 91 |
|
|
2018
Q4 | $337K | Sell |
3,106
-422
| -12% | -$50.6K | 0.2% | 98 |
|
|
2018
Q3 | $510K | Buy |
3,528
+454
| +15% | +$63.4K | 0.22% | 85 |
|
|
2018
Q2 | $411K | Sell |
3,074
-83
| -3% | -$11.6K | 0.19% | 108 |
|
|
2018
Q1 | $463K | Sell |
3,157
-369
| -10% | -$55.8K | 0.23% | 85 |
|
|
2017
Q4 | $510K | Buy |
3,526
+122
| +4% | +$17.7K | 0.31% | 75 |
|
|
2017
Q3 | $476K | Buy |
3,404
+129
| +4% | +$18K | 0.3% | 80 |
|
|
2017
Q2 | $482K | Sell |
3,275
-512
| -14% | -$77.2K | 0.31% | 79 |
|
|
2017
Q1 | $630K | Buy |
3,787
+658
| +21% | +$110K | 0.38% | 64 |
|
|
2016
Q4 | $498K | Buy |
+3,129
| New | +$477K | 0.39% | 61 |
|
Other funds holding IBM
VCM
VPM
Meridian Wealth Management's IBM Position: Q1 2026 in Review
Meridian Wealth Management increased its IBM (IBM) stake by 2.2% in Q1 2026, buying an estimated $311K and bringing the position to 53,785 shares worth $13.1M. The position accounts for 0.46% of the portfolio, ranked #49.
Meridian Wealth Management first reported a position in IBM in Q4 2016 and has held it in 37 quarters since. The position peaked at $15.6M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Meridian Wealth Management held 53,785 shares of IBM worth $13.1M as of Q1 2026.
- Meridian Wealth Management bought 1,150 IBM shares in Q1 2026, an estimated $311K.
- IBM made up 0.46% of Meridian Wealth Management's portfolio in Q1 2026, its #49 holding.
- Meridian Wealth Management first reported a position in IBM in Q4 2016 and has held it in 37 quarters since.
- Meridian Wealth Management's IBM position peaked at $15.6M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.