Beacon Financial Advisory
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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
Q3 		$432K Buy
1,964
+26
+1% +$6.17K 0.08% 279
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Beacon Financial Advisory's IBM Position: Q3 2026 in Review

Beacon Financial Advisory increased its IBM (IBM) stake by 1.3% in Q3 2026, buying an estimated $6.17K and bringing the position to 1,964 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #279.

Beacon Financial Advisory first reported a position in IBM in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.21M in Q3 2024. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Beacon Financial Advisory held 1,964 shares of IBM worth $432K as of Q3 2026.
  • Beacon Financial Advisory bought 26 IBM shares in Q3 2026, an estimated $6.17K.
  • IBM made up 0.08% of Beacon Financial Advisory's portfolio in Q3 2026, its #279 holding.
  • Beacon Financial Advisory first reported a position in IBM in Q1 2020 and has held it in 27 quarters since.
  • Beacon Financial Advisory's IBM position peaked at $1.21M in Q3 2024.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.