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Meritage Portfolio Management’s IBM IBM Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$8.08M Sell
27,262
-863
-3% -$258K 0.54% 46
2025
Q3 		$7.94M Sell
28,125
-3,187
-10% -$834K 0.53% 48
2025
Q2 		$9.23M Sell
31,312
-410
-1% -$106K 0.58% 45
2025
Q1 		$7.89M Sell
31,722
-554
-2% -$136K 0.52% 52
2024
Q4 		$7.1M Sell
32,276
-4,940
-13% -$1.1M 0.44% 60
2024
Q3 		$8.23M Sell
37,216
-801
-2% -$157K 0.5% 46
2024
Q2 		$6.58M Sell
38,017
-660
-2% -$115K 0.42% 66
2024
Q1 		$7.39M Sell
38,677
-1,959
-5% -$357K 0.47% 56
2023
Q4 		$6.65M Sell
40,636
-246
-0.6% -$37.2K 0.44% 62
2023
Q3 		$5.74M Sell
40,882
-711
-2% -$101K 0.42% 76
2023
Q2 		$5.57M Buy
41,593
+34,544
+490% +$4.46M 0.39% 85
2023
Q1 		$924K Buy
7,049
+121
+2% +$16.2K 0.07% 180
2022
Q4 		$976K Buy
6,928
+212
+3% +$29.2K 0.08% 188
2022
Q3 		$798K Buy
6,716
+75
+1% +$9.84K 0.07% 197
2022
Q2 		$938K Buy
6,641
+112
+2% +$15.1K 0.07% 191
2022
Q1 		$849K Buy
6,529
+5
+0.1% +$652 0.05% 200
2021
Q4 		$872K Sell
6,524
-620
-9% -$77.8K 0.05% 197
2021
Q3 		$949K Sell
7,144
-75
-1% -$10K 0.06% 195
2021
Q2 		$1.01M Sell
7,219
-99
-1% -$13.5K 0.06% 201
2021
Q1 		$932K Buy
7,318
+388
+6% +$46.4K 0.06% 196
2020
Q4 		$834K Buy
6,930
+264
+4% +$30.5K 0.06% 192
2020
Q3 		$775K Sell
6,666
-22,447
-77% -$2.64M 0.07% 178
2020
Q2 		$3.36M Sell
29,113
-3,134
-10% -$364K 0.32% 82
2020
Q1 		$3.42M Sell
32,247
-341
-1% -$43.1K 0.46% 59
2019
Q4 		$4.18M Buy
32,588
+540
+2% +$70.2K 0.37% 85
2019
Q3 		$4.46M Buy
32,048
+514
+2% +$69.3K 0.42% 68
2019
Q2 		$4.16M Buy
31,534
+5
+0% +$657 0.42% 87
2019
Q1 		$4.25M Sell
31,529
-50
-0.2% -$6.37K 0.43% 96
2018
Q4 		$3.43M Sell
31,579
-18,477
-37% -$2.22M 0.39% 110
2018
Q3 		$7.24M Sell
50,056
-652
-1% -$91.1K 0.66% 36
2018
Q2 		$6.77M Sell
50,708
-3,811
-7% -$532K 0.66% 38
2018
Q1 		$8M Buy
54,519
+12,069
+28% +$1.83M 0.77% 25
2017
Q4 		$6.23M Sell
42,450
-1,133
-3% -$165K 0.6% 59
2017
Q3 		$6.04M Buy
43,583
+8,594
+25% +$1.2M 0.59% 61
2017
Q2 		$5.15M Sell
34,989
-442
-1% -$66.6K 0.53% 86
2017
Q1 		$5.9M Sell
35,431
-1,641
-4% -$275K 0.62% 57
2016
Q4 		$5.88M Sell
37,072
-981
-3% -$149K 0.64% 59
2016
Q3 		$5.78M Buy
38,053
+198
+0.5% +$30K 0.63% 51
2016
Q2 		$5.49M Sell
37,855
-1,391
-4% -$199K 0.62% 58
2016
Q1 		$5.68M Buy
39,246
+1,627
+4% +$208K 0.64% 54
2015
Q4 		$4.95M Buy
37,619
+13,324
+55% +$1.79M 0.56% 78
2015
Q3 		$3.37M Buy
24,295
+17,829
+276% +$2.63M 0.39% 136
2015
Q2 		$1M Buy
6,466
+104
+2% +$16.7K 0.11% 172
2015
Q1 		$977K Sell
6,362
-24,801
-80% -$3.76M 0.1% 175
2014
Q4 		$4.78M Sell
31,163
-1,560
-5% -$248K 0.51% 93
2014
Q3 		$5.94M Sell
32,723
-361
-1% -$65.8K 0.68% 42
2014
Q2 		$5.73M Buy
33,084
+430
+1% +$77.4K 0.62% 50
2014
Q1 		$6.01M Buy
32,654
+394
+1% +$69.4K 0.72% 35
2013
Q4 		$5.79M Sell
32,260
-17,844
-36% -$3.08M 0.72% 40
2013
Q3 		$8.87M Buy
50,104
+1,077
+2% +$196K 1.15% 6
2013
Q2 		$8.96M Buy
+49,027
New +$9.55M 1.28% 5

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Meritage Portfolio Management's IBM Position: Q4 2025 in Review

Meritage Portfolio Management reduced its IBM (IBM) stake by 3.1% in Q4 2025, selling an estimated $258K and leaving 27,262 shares worth $8.08M. The position accounts for 0.54% of the portfolio, ranked #46.

Meritage Portfolio Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.23M in Q2 2025. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Meritage Portfolio Management held 27,262 shares of IBM worth $8.08M as of Q4 2025.
  • Meritage Portfolio Management sold 863 IBM shares in Q4 2025, an estimated $258K.
  • IBM made up 0.54% of Meritage Portfolio Management's portfolio in Q4 2025, its #46 holding.
  • Meritage Portfolio Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • Meritage Portfolio Management's IBM position peaked at $9.23M in Q2 2025.
  • 3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.