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MERITAGE PORTFOLIO MANAGEMENT: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERITAGE PORTFOLIO MANAGEMENT on IBM, newest first. How the timeline and the estimate are built.

MERITAGE PORTFOLIO MANAGEMENT held 27,262 IBM shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 27,262 shares
    Change vs previous 13F -863 shares

    0.54% of the 13F portfolio, value $8,075,294.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 28,125 shares
    Change vs previous 13F -3,187 shares

    0.53% of the 13F portfolio, value $7,935,624.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 31,312 shares
    Change vs previous 13F -410 shares

    0.58% of the 13F portfolio, value $9,230,024.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 31,722 shares
    Change vs previous 13F -554 shares

    0.52% of the 13F portfolio, value $7,887,939.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 32,276 shares
    Change vs previous 13F -4,940 shares

    0.44% of the 13F portfolio, value $7,095,314.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 37,216 shares
    Change vs previous 13F -801 shares

    0.5% of the 13F portfolio, value $8,228,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 38,017 shares
    Change vs previous 13F -660 shares

    0.42% of the 13F portfolio, value $6,575,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 38,677 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,386,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).