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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Investment Advisors's IBM Position: Q1 2026 in Review

Beacon Investment Advisors increased its IBM (IBM) stake by 3.9% in Q1 2026, buying an estimated $20.6K and bringing the position to 2,009 shares worth $487K. The position accounts for 0.18% of the portfolio, ranked #110.

Beacon Investment Advisors first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $573K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Beacon Investment Advisors held 2,009 shares of IBM worth $487K as of Q1 2026.
  • Beacon Investment Advisors bought 76 IBM shares in Q1 2026, an estimated $20.6K.
  • IBM made up 0.18% of Beacon Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • Beacon Investment Advisors first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • Beacon Investment Advisors's IBM position peaked at $573K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.