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Beacon Financial Advisory’s IBM IBM Stock Holding History

Beacon Financial Advisory’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 		$545K Sell
1,938
-231
-11% -$58.2K 0.11% 229
2026
Q1 		$526K Buy
2,169
+17
+0.8% +$4.6K 0.12% 216
2025
Q4 		$637K Sell
2,152
-101
-4% -$30.2K 0.15% 176
2025
Q3 		$636K Buy
2,253
+81
+4% +$21.2K 0.15% 172
2025
Q2 		$640K Buy
2,172
+602
+38% +$155K 0.17% 161
2025
Q1 		$390K Buy
1,570
+172
+12% +$42.1K 0.12% 199
2024
Q4 		$307K Sell
1,398
-4,058
-74% -$904K 0.1% 221
2024
Q3 		$1.21M Buy
5,456
+76
+1% +$14.9K 0.41% 59
2024
Q2 		$931K Buy
5,380
+4,216
+362% +$733K 0.35% 78
2024
Q1 		$222K Sell
1,164
-4,942
-81% -$902K 0.11% 219
2023
Q4 		$999K Buy
6,106
+10
+0.2% +$1.51K 0.48% 58
2023
Q3 		$855K Buy
6,096
+223
+4% +$31.7K 0.47% 64
2023
Q2 		$786K Buy
5,873
+367
+7% +$47.4K 0.45% 70
2023
Q1 		$722K Buy
5,506
+210
+4% +$28.1K 0.46% 69
2022
Q4 		$746K Buy
5,296
+109
+2% +$15K 0.53% 58
2022
Q3 		$616K Sell
5,187
-674
-11% -$88.5K 0.44% 72
2022
Q2 		$827K Buy
5,861
+83
+1% +$11.2K 0.47% 59
2022
Q1 		$751K Buy
5,778
+711
+14% +$92.7K 0.36% 88
2021
Q4 		$677K Sell
5,067
-339
-6% -$42.5K 0.31% 100
2021
Q3 		$718K Buy
5,406
+40
+0.7% +$5.35K 0.37% 82
2021
Q2 		$752K Sell
5,366
-193
-3% -$26.4K 0.4% 81
2021
Q1 		$708K Buy
5,559
+875
+19% +$105K 0.41% 87
2020
Q4 		$563K Sell
4,684
-90
-2% -$10.4K 0.37% 84
2020
Q3 		$555K Buy
4,774
+1,982
+71% +$233K 0.48% 65
2020
Q2 		$322K Sell
2,792
-100
-3% -$11.6K 0.35% 98
2020
Q1 		$306K Buy
+2,892
New +$366K 0.39% 89

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Financial Advisory's IBM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $58.2K and leaving 1,938 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #229.

Beacon Financial Advisory first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.21M in Q3 2024. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Beacon Financial Advisory held 1,938 shares of IBM worth $545K as of Q2 2026.
  • Beacon Financial Advisory sold 231 IBM shares in Q2 2026, an estimated $58.2K.
  • IBM made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #229 holding.
  • Beacon Financial Advisory first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Beacon Financial Advisory's IBM position peaked at $1.21M in Q3 2024.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.