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Meridian Wealth Partners’s IBM IBM Stock Holding History

Meridian Wealth Partners’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
2022
Q3 		– Sell
-1,538
Closed -$217K – 85
2022
Q2 		$217K Buy
+1,538
New +$208K 0.05% 74
2021
Q2 		– Sell
-1,223
Closed -$156K – 629
2021
Q1 		$156K Buy
1,223
+100
+9% +$12K 0.05% 80
2020
Q4 		$135K Hold
1,123
– – 0.06% 80
2020
Q3 		$131K Hold
1,123
– – 0.07% 75
2020
Q2 		$130K Hold
1,123
– – 0.07% 78
2020
Q1 		$119K Sell
1,123
-47
-4% -$5.94K 0.07% 75
2019
Q4 		$150K Buy
+1,170
New +$152K 0.09% 74

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Partners's IBM Position: Q3 2022 in Review

Meridian Wealth Partners sold out of IBM (IBM) in Q3 2022, closing a stake of 1,538 shares — an estimated $217K sold.

Meridian Wealth Partners first reported a position in IBM in Q4 2019 and held it in 7 quarters. The position peaked at $217K in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Meridian Wealth Partners reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,538 IBM shares in Q3 2022, an estimated $217K.
  • Meridian Wealth Partners first reported a position in IBM in Q4 2019 and held it in 7 quarters.
  • Meridian Wealth Partners's IBM position peaked at $217K in Q2 2022.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Meridian Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.