Merit Financial Group, LLC
Position in IBM — International Business Machines Corp
CIK 1621225
ALPHARETTA, GA
Position in IBM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$12,544,649
-$1,923,134 QoQ
Shares Held
51,754
+6.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.08694980098156664.ToString("F0")%
Shared 0.ToString("F0")%
None 99.91305019901844.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Merit Financial Group, LLC holds $33,753,465 across 23 Information Technology Services names. IBM ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
51,754 | $12,544,649 | |
| 2 | ACN |
Accenture plc
|
24,134 | $4,785,527 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
16,074 | $2,611,700 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
44,776 | $2,100,439 | |
| 5 | EPAM |
EPAM Systems, Inc.
|
14,920 | $2,020,166 | |
| 6 | IT |
Gartner Inc
|
8,724 | $1,381,356 | |
| 7 | G |
Genpact LTD
|
30,247 | $1,126,700 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
16,604 | $1,018,652 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,544,649 | 51,754 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $14,467,783 | 48,843 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $11,132,620 | 39,455 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $11,155,064 | 37,842 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,006,244 | 28,176 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,577,959 | 20,825 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,820,483 | 17,281 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,046,168 | 17,613 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,133,271 | 16,408 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,185,518 | 13,363 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,920,707 | 13,690 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,690,287 | 12,632 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,573,473 | 12,003 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,959,498 | 13,908 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,166,357 | 9,817 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,199,267 | 8,494 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $785,970 | 6,045 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $848,607 | 6,349 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $843,807 | 6,353 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $743,881 | 5,308 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $668,975 | 5,251 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $660,208 | 5,486 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $653,830 | 5,621 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $950,457 | 8,232 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $888,924 | 8,382 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||