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Beach Investment Counsel’s IBM IBM Stock Holding History

Beach Investment Counsel’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
2025
Q1 		$782K Hold
3,144
– – 0.12% 79
2024
Q4 		$691K Sell
3,144
-502
-14% -$112K 0.09% 83
2024
Q3 		$806K Sell
3,646
-50
-1% -$9.8K 0.1% 84
2024
Q2 		$639K Sell
3,696
-1,056
-22% -$183K 0.08% 91
2024
Q1 		$777K Hold
4,752
– – 0.1% 97
2023
Q4 		$777K Sell
4,752
-302
-6% -$45.6K 0.1% 97
2023
Q3 		$709K Buy
5,054
+151
+3% +$21.5K 0.09% 109
2023
Q2 		$656K Hold
4,903
– – 0.08% 115
2023
Q1 		$643K Hold
4,903
– – 0.09% 106
2022
Q4 		$691K Hold
4,903
– – 0.09% 107
2022
Q3 		$583K Hold
4,903
– – 0.08% 107
2022
Q2 		$692K Hold
4,903
– – 0.09% 105
2022
Q1 		$637K Hold
4,903
– – 0.07% 116
2021
Q4 		$655K Sell
4,903
-226
-4% -$28.3K 0.09% 95
2021
Q3 		$681K Hold
5,129
– – 0.06% 114
2021
Q2 		$719K Sell
5,129
-26
-0.5% -$3.56K 0.06% 117
2021
Q1 		$657K Hold
5,155
– – 0.06% 111
2020
Q4 		$620K Sell
5,155
-1,167
-18% -$135K 0.06% 104
2020
Q3 		$735K Hold
6,322
– – 0.09% 92
2020
Q2 		$730K Sell
6,322
-157
-2% -$18.2K 0.1% 93
2020
Q1 		$687K Sell
6,479
-131
-2% -$16.6K 0.12% 82
2019
Q4 		$847K Sell
6,610
-254
-4% -$33K 0.09% 91
2019
Q3 		$954K Sell
6,864
-429
-6% -$57.9K 0.11% 89
2019
Q2 		$961K Hold
7,293
– – 0.11% 89
2019
Q1 		$984K Sell
7,293
-393
-5% -$50.1K 0.11% 89
2018
Q4 		$988K Sell
7,686
-105
-1% -$12.6K 0.12% 82
2018
Q3 		$1.13M Sell
7,791
-52
-0.7% -$7.27K 0.11% 88
2018
Q2 		$1.05M Hold
7,843
– – 0.11% 91
2018
Q1 		$1.15M Sell
7,843
-235
-3% -$35.6K 0.12% 94
2017
Q4 		$1.19M Hold
8,078
– – 0.12% 94
2017
Q3 		$1.12M Hold
8,078
– – 0.12% 90
2017
Q2 		$1.19M Sell
8,078
-823
-9% -$124K 0.12% 83
2017
Q1 		$1.48M Sell
8,901
-420
-5% -$70.4K 0.16% 81
2016
Q4 		$1.48M Sell
9,321
-156
-2% -$23.8K 0.17% 83
2016
Q3 		$1.44M Sell
9,477
-628
-6% -$95.3K 0.16% 78
2016
Q2 		$1.47M Sell
10,105
-419
-4% -$60K 0.17% 75
2016
Q1 		$1.52M Sell
10,524
-418
-4% -$53.4K 0.17% 79
2015
Q4 		$1.44M Sell
10,942
-4,132
-27% -$555K 0.16% 85
2015
Q3 		$2.09M Sell
15,074
-348
-2% -$51.4K 0.26% 66
2015
Q2 		$2.4M Sell
15,422
-87
-0.6% -$14K 0.24% 74
2015
Q1 		$2.38M Sell
15,509
-3,180
-17% -$482K 0.22% 72
2014
Q4 		$2.87M Sell
18,689
-2,132
-10% -$339K 0.24% 68
2014
Q3 		$3.78M Buy
20,821
+35
+0.2% +$6.38K 0.35% 53
2014
Q2 		$3.6M Sell
20,786
-601
-3% -$108K 0.32% 59
2014
Q1 		$3.94M Sell
21,387
-2,335
-10% -$411K 0.35% 49
2013
Q4 		$4.25M Sell
23,722
-1,605
-6% -$277K 0.4% 48
2013
Q3 		$4.48M Sell
25,327
-10,868
-30% -$1.98M 0.48% 36
2013
Q2 		$6.61M Buy
+36,195
New +$7.05M 0.71% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Beach Investment Counsel's IBM Position: Q1 2025 in Review

Beach Investment Counsel held its IBM (IBM) position steady in Q1 2025 at 3,144 shares worth $782K. The position accounts for 0.12% of the portfolio, ranked #79.

Beach Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.61M in Q2 2013. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Beach Investment Counsel held 3,144 shares of IBM worth $782K as of Q1 2025.
  • Beach Investment Counsel left its IBM share count unchanged in Q1 2025.
  • IBM made up 0.12% of Beach Investment Counsel's portfolio in Q1 2025, its #79 holding.
  • Beach Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 48 quarters since.
  • Beach Investment Counsel's IBM position peaked at $6.61M in Q2 2013.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.