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Beacon Capital Management LLC (Tennessee)’s IBM IBM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2026
Q2 		$722K Buy
2,567
+110
+4% +$27.7K 0.11% 75
2026
Q1 		$596K Sell
2,457
-214
-8% -$57.9K 0.11% 77
2025
Q4 		$791K Buy
2,671
+269
+11% +$80.6K 0.12% 54
2025
Q3 		$678K Buy
2,402
+154
+7% +$40.3K 0.1% 54
2025
Q2 		$663K Sell
2,248
-253
-10% -$65.2K 0.09% 48
2025
Q1 		$622K Buy
2,501
+15
+0.6% +$3.67K 0.08% 52
2024
Q4 		$546K Buy
2,486
+65
+3% +$14.5K 0.07% 54
2024
Q3 		$535K Hold
2,421
– – 0.08% 57
2024
Q2 		$419K Buy
2,421
+10
+0.4% +$1.74K 0.08% 59
2024
Q1 		$460K Buy
2,411
+708
+42% +$129K 0.09% 53
2023
Q4 		$239K Hold
1,703
– – 0.07% 72
2023
Q3 		$228K Hold
1,703
– – 0.06% 82
2023
Q2 		$228K Sell
1,703
-16
-0.9% -$2.06K 0.06% 82
2023
Q1 		$225K Buy
1,719
+119
+7% +$15.9K 0.07% 79
2022
Q4 		$225K Sell
1,600
-321
-17% -$44.3K 0.08% 76
2022
Q3 		$271K Buy
1,921
+553
+40% +$72.6K 0.09% 65
2022
Q2 		$178K Hold
1,368
– – 0.04% 104
2022
Q1 		$178K Buy
+1,368
New +$178K 0.04% 104

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IBM Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its IBM (IBM) stake by 4.5% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,567 shares worth $722K. The position accounts for 0.11% of the portfolio, ranked #75.

Beacon Capital Management LLC (Tennessee) first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $791K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 2,567 shares of IBM worth $722K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 110 IBM shares in Q2 2026, an estimated $27.7K.
  • IBM made up 0.11% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #75 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s IBM position peaked at $791K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.