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Beacon Investment Advisors’s IBM IBM Stock Holding History

Beacon Investment Advisors’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 		$565K Hold
2,009
– – 0.18% 111
2026
Q1 		$487K Buy
2,009
+76
+4% +$20.6K 0.18% 110
2025
Q4 		$573K Buy
1,933
+245
+15% +$73.4K 0.23% 92
2025
Q3 		$476K Hold
1,688
– – 0.19% 105
2025
Q2 		$489K Buy
1,688
+4
+0.2% +$1.03K 0.21% 102
2025
Q1 		$419K Buy
1,684
+86
+5% +$21K 0.2% 112
2024
Q4 		$351K Buy
1,598
+4
+0.3% +$891 0.17% 120
2024
Q3 		$352K Buy
1,594
+5
+0.3% +$980 0.17% 122
2024
Q2 		$275K Buy
+1,589
New +$276K 0.14% 128

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 Investment Advisors's IBM Position: Q2 2026 in Review

Beacon Investment Advisors held its IBM (IBM) position steady in Q2 2026 at 2,009 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #111.

Beacon Investment Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $573K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Beacon Investment Advisors held 2,009 shares of IBM worth $565K as of Q2 2026.
  • Beacon Investment Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.18% of Beacon Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Beacon Investment Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • Beacon Investment Advisors's IBM position peaked at $573K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.