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Merit Financial Group’s IBM IBM Stock Holding History

Merit Financial Group’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
Q2 		$15.5M Buy
55,171
+3,417
+7% +$861K 0.09% 190
2026
Q1 		$12.5M Buy
51,754
+2,911
+6% +$788K 0.09% 194
2025
Q4 		$14.5M Buy
48,843
+9,388
+24% +$2.81M 0.12% 148
2025
Q3 		$11.1M Buy
39,455
+1,613
+4% +$422K 0.1% 160
2025
Q2 		$11.2M Buy
37,842
+9,666
+34% +$2.49M 0.12% 132
2025
Q1 		$7.01M Buy
28,176
+7,351
+35% +$1.8M 0.1% 157
2024
Q4 		$4.58M Buy
20,825
+3,544
+21% +$789K 0.08% 199
2024
Q3 		$3.82M Sell
17,281
-332
-2% -$65.1K 0.09% 184
2024
Q2 		$3.05M Buy
17,613
+1,205
+7% +$209K 0.07% 213
2024
Q1 		$2.72M Buy
16,408
+3,045
+23% +$556K 0.06% 227
2023
Q4 		$2.19M Sell
13,363
-327
-2% -$49.4K 0.07% 191
2023
Q3 		$1.92M Buy
13,690
+1,058
+8% +$151K 0.06% 228
2023
Q2 		$1.69M Buy
12,632
+629
+5% +$81.2K 0.05% 249
2023
Q1 		$1.57M Sell
12,003
-1,905
-14% -$255K 0.06% 232
2022
Q4 		$1.96M Buy
13,908
+4,091
+42% +$564K 0.07% 203
2022
Q3 		$1.17M Buy
9,817
+1,323
+16% +$174K 0.05% 225
2022
Q2 		$1.2M Buy
8,494
+2,449
+41% +$331K 0.04% 232
2022
Q1 		$786K Sell
6,045
-304
-5% -$39.6K 0.05% 181
2021
Q4 		$849K Sell
6,349
-296
-4% -$37.1K 0.08% 113
2021
Q3 		$883K Buy
6,645
+1,093
+20% +$146K 0.09% 108
2021
Q2 		$778K Buy
5,552
+59
+1% +$8.07K 0.07% 120
2021
Q1 		$700K Sell
5,493
-245
-4% -$29.3K 0.07% 123
2020
Q4 		$691K Sell
5,738
-142
-2% -$16.4K 0.07% 111
2020
Q3 		$684K Sell
5,880
-2,731
-32% -$322K 0.06% 113
2020
Q2 		$994K Sell
8,611
-157
-2% -$18.2K 0.1% 83
2020
Q1 		$930K Buy
8,768
+4
+0% +$506 0.1% 82
2019
Q4 		$1.12M Buy
8,764
+2,311
+36% +$300K 0.1% 85
2019
Q3 		$897K Hold
6,453
– – 0.1% 54
2019
Q2 		$850K Buy
6,453
+106
+2% +$13.9K 0.1% 36
2019
Q1 		$855K Sell
6,347
-67
-1% -$8.54K 0.1% 37
2018
Q4 		$696K Buy
6,414
+1,455
+29% +$175K 0.1% 34
2018
Q3 		$716K Buy
4,959
+699
+16% +$97.7K 0.11% 39
2018
Q2 		$568K Sell
4,260
-82
-2% -$11.4K 0.1% 44
2018
Q1 		$636K Buy
4,342
+565
+15% +$85.5K 0.13% 33
2017
Q4 		$553K Buy
+3,777
New +$549K 0.12% 33

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Merit Financial Group's IBM Position: Q2 2026 in Review

Merit Financial Group increased its IBM (IBM) stake by 6.6% in Q2 2026, buying an estimated $861K and bringing the position to 55,171 shares worth $15.5M. The position accounts for 0.09% of the portfolio, ranked #190.

Merit Financial Group first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Merit Financial Group held 55,171 shares of IBM worth $15.5M as of Q2 2026.
  • Merit Financial Group bought 3,417 IBM shares in Q2 2026, an estimated $861K.
  • IBM made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #190 holding.
  • Merit Financial Group first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.