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Beacon Financial Strategies’s IBM IBM Stock Holding History

Beacon Financial Strategies’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 		$709K Hold
2,522
– – 0.35% 16
2026
Q1 		$611K Sell
2,522
-338
-12% -$91.5K 0.35% 16
2025
Q4 		$847K Buy
2,860
+990
+53% +$296K 0.47% 13
2025
Q3 		$528K Hold
1,870
– – 0.31% 17
2025
Q2 		$551K Hold
1,870
– – 0.35% 17
2025
Q1 		$465K Buy
1,870
+92
+5% +$22.5K 0.31% 18
2024
Q4 		$391K Hold
1,778
– – 0.26% 24
2024
Q3 		$393K Hold
1,778
– – 0.27% 23
2024
Q2 		$308K Hold
1,778
– – 0.22% 26
2024
Q1 		$340K Hold
1,778
– – 0.24% 24
2023
Q4 		$291K Hold
1,778
– – 0.23% 28
2023
Q3 		$249K Sell
1,778
-49
-3% -$6.97K 0.22% 29
2023
Q2 		$244K Hold
1,827
– – 0.2% 36
2023
Q1 		$240K Hold
1,827
– – 0.21% 33
2022
Q4 		$257K Hold
1,827
– – 0.23% 31
2022
Q3 		$217K Hold
1,827
– – 0.21% 33
2022
Q2 		$258K Buy
+1,827
New +$247K 0.24% 31

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

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

Beacon Financial Strategies held its IBM (IBM) position steady in Q2 2026 at 2,522 shares worth $709K. The position accounts for 0.35% of the portfolio, ranked #16.

Beacon Financial Strategies first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. The position peaked at $847K in Q4 2025. 624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Beacon Financial Strategies held 2,522 shares of IBM worth $709K as of Q2 2026.
  • Beacon Financial Strategies left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.35% of Beacon Financial Strategies's portfolio in Q2 2026, its #16 holding.
  • Beacon Financial Strategies first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • Beacon Financial Strategies's IBM position peaked at $847K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.