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Merriman Wealth Management’s IBM IBM Stock Holding History

Merriman Wealth 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
2024
Q4 		$388K Buy
1,766
+71
+4% +$15.8K 0.02% 151
2024
Q3 		$375K Sell
1,695
-296
-15% -$58K 0.02% 158
2024
Q2 		$344K Buy
1,991
+231
+13% +$40.1K 0.02% 161
2024
Q1 		$336K Buy
1,760
+65
+4% +$11.9K 0.02% 158
2023
Q4 		$277K Hold
1,695
– – 0.01% 163
2023
Q3 		$238K Sell
1,695
-600
-26% -$85.4K 0.01% 170
2023
Q2 		$307K Sell
2,295
-5
-0.2% -$645 0.02% 174
2023
Q1 		$302K Buy
2,300
+303
+15% +$40.5K 0.02% 160
2022
Q4 		$281K Sell
1,997
-508
-20% -$70.1K 0.01% 173
2022
Q3 		$298K Buy
2,505
+261
+12% +$34.3K 0.02% 133
2022
Q2 		$317K Buy
2,244
+64
+3% +$8.64K 0.02% 125
2022
Q1 		$283K Buy
2,180
+82
+4% +$10.7K 0.02% 170
2021
Q4 		$280K Buy
+2,098
New +$263K 0.02% 179
2021
Q1 		– Sell
-2,408
Closed -$290K – 202
2020
Q4 		$290K Buy
+2,408
New +$278K 0.03% 174
2020
Q2 		– Sell
-2,128
Closed -$226K – 171
2020
Q1 		$226K Buy
2,128
+53
+3% +$6.7K 0.05% 137
2019
Q4 		$266K Sell
2,075
-39
-2% -$5.07K 0.05% 154
2019
Q3 		$294K Buy
2,114
+74
+4% +$9.98K 0.06% 145
2019
Q2 		$2.73K Buy
2,040
+128
+7% +$16.8K 0.05% 155
2019
Q1 		$258K Buy
1,912
+37
+2% +$4.72K 0.05% 176
2018
Q4 		$210K Sell
1,875
-111
-6% -$13.3K 0.05% 149
2018
Q3 		$287K Sell
1,986
-78
-4% -$10.9K 0.06% 145
2018
Q2 		$276K Hold
2,064
– – 0.06% 142
2018
Q1 		$303K Sell
2,064
-470
-19% -$71.1K 0.08% 146
2017
Q4 		$372K Buy
+2,534
New +$368K 0.09% 133

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Merriman Wealth Management's IBM Position: Q4 2024 in Review

Merriman Wealth Management increased its IBM (IBM) stake by 4.2% in Q4 2024, buying an estimated $15.8K and bringing the position to 1,766 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #151.

Merriman Wealth Management first reported a position in IBM in Q4 2017 and has held it in 24 quarters since. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Merriman Wealth Management held 1,766 shares of IBM worth $388K as of Q4 2024.
  • Merriman Wealth Management bought 71 IBM shares in Q4 2024, an estimated $15.8K.
  • IBM made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #151 holding.
  • Merriman Wealth Management first reported a position in IBM in Q4 2017 and has held it in 24 quarters since.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.