Meridian Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1697300 LEXINGTON, KY

Position in IBM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$15,338,880

+$2,301,934 QoQ

Shares Held

54,546

+1.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#455

of 3,554 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Technology · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $16,284,931 across 3 Information Technology Services names. IBM ranks #1 (94.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	54,546	$15,338,880
2	CTM	Castellum, Inc.	863,200	$621,504
3	APLD	Applied Digital Corp.	8,701	$324,547

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,338,880	54,546	+1.4%	Shares	Sole	2026-08-05
2026-03-31	$13,036,946	53,785	+2.2%	Shares	Sole	2026-05-06
2025-12-31	$15,591,013	52,635	+1.1%	Shares	Sole	2026-02-04
2025-09-30	$14,693,199	52,074	+0.8%	Shares	Sole	2025-11-04
2025-06-30	$15,232,461	51,674	-4.4%	Shares	Sole	2025-08-08
2025-03-31	$13,444,548	54,068	-1.6%	Shares	Sole	2025-05-12
2024-12-31	$12,076,800	54,937	-5.2%	Shares	Sole	2025-02-06
2024-09-30	$12,808,490	57,936	+3.7%	Shares	Sole	2024-11-12
2024-03-31	$10,670,080	55,876	+23.3%	Shares	Sole	2024-04-25
2023-12-31	$7,412,086	45,320	-48.0%	Shares	Sole	2024-02-08
2023-09-30	$12,235,843	87,212	+87.4%	Shares	Sole	2023-10-17
2023-06-30	$6,226,714	46,534	+2.9%	Shares	Sole	2023-08-02
2023-03-31	$5,930,511	45,240	+15.9%	Shares	Sole	2023-05-15
2022-12-31	$5,500,486	39,041	+24.1%	Shares	Sole	2023-02-14
2022-09-30	$3,737,168	31,455	+35.0%	Shares	Sole	2022-11-14
2022-06-30	$3,288,879	23,294	+31.2%	Shares	Sole	2022-08-05
2022-03-31	$2,308,635	17,756	-1.5%	Shares	Sole	2022-05-12
2021-12-31	$2,410,424	18,034	+8.0%	Shares	Other	2022-01-27
2021-09-30	$2,319,020	16,692	+6.4%	Shares	Sole	2021-10-15
2021-06-30	$2,299,997	15,690	+4.9%	Shares	Sole	2021-07-22
2021-03-31	$1,993,569	14,960	+1.7%	Shares	Sole	2021-05-07
2020-12-31	$1,852,450	14,716	+78.3%	Shares	Sole	2021-01-19
2020-09-30	$1,004,264	8,254	-58.6%	Shares	Sole	2020-10-09
2020-06-30	$2,410,690	19,961	+50.2%	Shares	Sole	2020-07-15
2020-03-31	$1,474,037	13,288	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.