Meriwether Wealth & Planning’s IBM IBM Stock Holding History

Meriwether Wealth & Planning’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 Q3	$37.6K	Buy	+171	New	+$40.6K	0.02%	285

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Meriwether Wealth & Planning's IBM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in IBM (IBM) in Q3 2026: 171 shares worth $37.6K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings.

1,483 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Meriwether Wealth & Planning held 171 shares of IBM worth $37.6K as of Q3 2026.
IBM was a new Meriwether Wealth & Planning position in Q3 2026.
IBM made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #285 holding.
1,483 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.