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Beacon Financial Group’s IBM IBM Stock Holding History

Beacon Financial Group’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 		$708K Sell
2,517
-75
-3% -$18.9K 0.06% 202
2026
Q1 		$628K Sell
2,592
-35
-1% -$9.47K 0.06% 214
2025
Q4 		$778K Buy
2,627
+23
+0.9% +$6.89K 0.08% 188
2025
Q3 		$735K Sell
2,604
-327
-11% -$85.6K 0.07% 194
2025
Q2 		$864K Sell
2,931
-7
-0.2% -$1.8K 0.09% 179
2025
Q1 		$731K Sell
2,938
-124
-4% -$30.3K 0.08% 186
2024
Q4 		$673K Sell
3,062
-223
-7% -$49.7K 0.07% 189
2024
Q3 		$726K Buy
3,285
+1,250
+61% +$245K 0.08% 189
2024
Q2 		$352K Buy
2,035
+134
+7% +$23.3K 0.04% 249
2024
Q1 		$363K Buy
1,901
+99
+5% +$18.1K 0.04% 244
2023
Q4 		$295K Buy
1,802
+120
+7% +$18.1K 0.04% 266
2023
Q3 		$247K Hold
1,682
– – 0.04% 228
2023
Q2 		$226K Buy
1,682
+83
+5% +$10.7K 0.03% 223
2023
Q1 		$210K Sell
1,599
-4,453
-74% -$596K 0.03% 217
2022
Q4 		$855K Buy
6,052
+163
+3% +$22.5K 0.12% 145
2022
Q3 		$716K Sell
5,889
-12
-0.2% -$1.57K 0.11% 154
2022
Q2 		$830K Buy
5,901
+1,004
+21% +$136K 0.12% 153
2022
Q1 		$643K Buy
+4,897
New +$639K 0.09% 174
2020
Q2 		– Sell
-2,977
Closed -$321K – 185
2020
Q1 		$321K Sell
2,977
-1,473
-33% -$186K 0.07% 149
2019
Q4 		$609K Hold
4,450
– – 0.08% 146
2019
Q3 		$609K Sell
4,450
-209
-4% -$28.2K 0.1% 134
2019
Q2 		$614K Sell
4,659
-91
-2% -$12K 0.1% 135
2019
Q1 		$641 Sell
4,750
-317
-6% -$40.4K 0.1% 123
2018
Q4 		$548K Buy
5,067
+347
+7% +$41.6K 0.1% 125
2018
Q3 		$682K Sell
4,720
-325
-6% -$45.4K 0.12% 120
2018
Q2 		$674K Sell
5,045
-2,435
-33% -$340K 0.11% 127
2018
Q1 		$1.1M Sell
7,480
-115
-2% -$17.4K 0.19% 95
2017
Q4 		$1.11M Buy
7,595
+360
+5% +$52.3K 0.19% 91
2017
Q3 		$1M Buy
7,235
+2,092
+41% +$291K 0.18% 93
2017
Q2 		$758K Sell
5,143
-69,304
-93% -$10.4M 0.14% 105
2017
Q1 		$12.4M Buy
74,447
+1,717
+2% +$288K 2.36% 7
2016
Q4 		$11.5M Sell
72,730
-3,274
-4% -$499K 2.35% 8
2016
Q3 		$11.5M Sell
76,004
-150
-0.2% -$22.8K 2.42% 5
2016
Q2 		$10.8M Buy
76,154
+593
+0.8% +$84.9K 2.36% 7
2016
Q1 		$10.7M Buy
75,561
+1,199
+2% +$153K 2.32% 8
2015
Q4 		$9.91M Buy
74,362
+1,048
+1% +$141K 2.28% 8
2015
Q3 		$9.99M Buy
73,314
+64,507
+732% +$9.53M 2.44% 7
2015
Q2 		$1.37M Buy
8,807
+1,300
+17% +$209K 0.3% 66
2015
Q1 		$1.17M Buy
7,507
+2,480
+49% +$376K 0.26% 70
2014
Q4 		$769K Buy
5,027
+209
+4% +$33.3K 0.16% 91
2014
Q3 		$873K Sell
4,818
-10,642
-69% -$1.94M 0.19% 88
2014
Q2 		$2.69M Buy
15,460
+10,460
+209% +$1.88M 0.59% 58
2014
Q1 		$910K Sell
5,000
-5,864
-54% -$1.03M 0.19% 82
2013
Q4 		$1.94M Buy
10,864
+2,123
+24% +$366K 0.37% 69
2013
Q3 		$1.56M Buy
+8,741
New +$1.59M 0.34% 69

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Beacon Financial Group reduced its IBM (IBM) stake by 2.9% in Q2 2026, selling an estimated $18.9K and leaving 2,517 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #202.

Beacon Financial Group first reported a position in IBM in Q3 2013 and has held it in 45 quarters since. The position peaked at $12.4M in Q1 2017. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Beacon Financial Group held 2,517 shares of IBM worth $708K as of Q2 2026.
  • Beacon Financial Group sold 75 IBM shares in Q2 2026, an estimated $18.9K.
  • IBM made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #202 holding.
  • Beacon Financial Group first reported a position in IBM in Q3 2013 and has held it in 45 quarters since.
  • Beacon Financial Group's IBM position peaked at $12.4M in Q1 2017.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.