Meristem Family Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $652K | Sell |
5,015
-1,774
| -26% | -$231K | 0.07% | 160 |
|
|
2021
Q4 | $907K | Sell |
6,789
-932
| -12% | -$117K | 0.08% | 148 |
|
|
2021
Q3 | $1.02M | Buy |
7,721
+2,774
| +56% | +$371K | 0.1% | 129 |
|
|
2021
Q2 | $693K | Hold |
4,947
| – | – | 0.11% | 130 |
|
|
2021
Q1 | $630K | Hold |
4,947
| – | – | 0.13% | 109 |
|
|
2020
Q4 | $595K | Sell |
4,947
-627
| -11% | -$72.5K | 0.13% | 106 |
|
|
2020
Q3 | $648K | Hold |
5,574
| – | – | 0.17% | 79 |
|
|
2020
Q2 | $644K | Buy |
5,574
+166
| +3% | +$19.3K | 0.18% | 80 |
|
|
2020
Q1 | $574K | Sell |
5,408
-42
| -0.8% | -$5.31K | 0.18% | 78 |
|
|
2019
Q4 | $698K | Buy |
5,450
+6
| +0.1% | +$780 | 0.17% | 79 |
|
|
2019
Q3 | $757K | Sell |
5,444
-505
| -8% | -$68.1K | 0.2% | 68 |
|
|
2019
Q2 | $784K | Buy |
5,949
+295
| +5% | +$38.8K | 0.24% | 61 |
|
|
2019
Q1 | $763K | Sell |
5,654
-86
| -1% | -$11K | 0.26% | 54 |
|
|
2018
Q4 | $624K | Buy |
5,740
+36
| +0.6% | +$4.32K | 0.23% | 58 |
|
|
2018
Q3 | $825K | Hold |
5,704
| – | – | 0.28% | 47 |
|
|
2018
Q2 | $762K | Sell |
5,704
-92
| -2% | -$12.8K | 0.27% | 47 |
|
|
2018
Q1 | $850K | Hold |
5,796
| – | – | 0.3% | 49 |
|
|
2017
Q4 | $850K | Sell |
5,796
-308
| -5% | -$44.8K | 0.31% | 49 |
|
|
2017
Q3 | $847K | Buy |
6,104
+213
| +4% | +$29.7K | 0.34% | 48 |
|
|
2017
Q2 | $866K | Buy |
5,891
+314
| +6% | +$47.3K | 0.36% | 44 |
|
|
2017
Q1 | $929K | Sell |
5,577
-100
| -2% | -$16.8K | 0.37% | 37 |
|
|
2016
Q4 | $901K | Sell |
5,677
-43
| -0.8% | -$6.55K | 0.37% | 39 |
|
|
2016
Q3 | $869K | Buy |
5,720
+100
| +2% | +$15.2K | 0.36% | 40 |
|
|
2016
Q2 | $816K | Sell |
5,620
-54
| -1% | -$7.73K | 0.36% | 39 |
|
|
2016
Q1 | $821K | Sell |
5,674
-124
| -2% | -$15.8K | 0.36% | 36 |
|
|
2015
Q4 | $763K | Buy |
+5,798
| New | +$779K | 0.3% | 44 |
|
|
2015
Q3 | – | Sell |
-5,972
| Closed | -$929K | – | 82 |
|
|
2015
Q2 | $929K | Hold |
5,972
| – | – | 0.41% | 33 |
|
|
2015
Q1 | $916K | Buy |
5,972
+105
| +2% | +$15.9K | 0.38% | 37 |
|
|
2014
Q4 | $900K | Sell |
5,867
-159
| -3% | -$25.3K | 0.33% | 42 |
|
|
2014
Q3 | $1.09M | Buy |
6,026
+893
| +17% | +$163K | 0.47% | 33 |
|
|
2014
Q2 | $889K | Sell |
5,133
-209
| -4% | -$37.6K | 0.37% | 41 |
|
|
2014
Q1 | $983K | Sell |
5,342
-186
| -3% | -$32.7K | 0.43% | 38 |
|
|
2013
Q4 | $991K | Sell |
5,528
-105
| -2% | -$18.1K | 0.41% | 42 |
|
|
2013
Q3 | $997K | Sell |
5,633
-66
| -1% | -$12K | 0.46% | 37 |
|
|
2013
Q2 | $1.04M | Buy |
+5,699
| New | +$1.11M | 0.48% | 35 |
|
Other funds holding IBM
Meristem Family Wealth's IBM Position: Q1 2022 in Review
Meristem Family Wealth reduced its IBM (IBM) stake by 26% in Q1 2022, selling an estimated $231K and leaving 5,015 shares worth $652K. The position accounts for 0.07% of the portfolio, ranked #160.
Meristem Family Wealth first reported a position in IBM in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.09M in Q3 2014. 2,339 funds tracked by Wall St. Rank hold IBM as of Q1 2022.
- Meristem Family Wealth held 5,015 shares of IBM worth $652K as of Q1 2022.
- Meristem Family Wealth sold 1,774 IBM shares in Q1 2022, an estimated $231K.
- IBM made up 0.07% of Meristem Family Wealth's portfolio in Q1 2022, its #160 holding.
- Meristem Family Wealth first reported a position in IBM in Q2 2013 and has held it in 35 quarters since.
- Meristem Family Wealth's IBM position peaked at $1.09M in Q3 2014.
- 2,339 funds tracked by Wall St. Rank held IBM as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.