Beacon Investment Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.58M | Buy |
30,495
+27,561
| +939% | +$6.94M | 0.32% | 67 |
|
|
2026
Q1 | $711K | Sell |
2,934
-283
| -9% | -$76.6K | 0.03% | 158 |
|
|
2025
Q4 | $953K | Sell |
3,217
-813
| -20% | -$243K | 0.04% | 136 |
|
|
2025
Q3 | $1.14M | Buy |
4,030
+27
| +0.7% | +$7.07K | 0.05% | 127 |
|
|
2025
Q2 | $1.18M | Sell |
4,003
-44
| -1% | -$11.3K | 0.05% | 126 |
|
|
2025
Q1 | $1.01M | Sell |
4,047
-744
| -16% | -$182K | 0.05% | 131 |
|
|
2024
Q4 | $1.05M | Buy |
4,791
+10
| +0.2% | +$2.23K | 0.05% | 130 |
|
|
2024
Q3 | $1.06M | Sell |
4,781
-10
| -0.2% | -$1.96K | 0.04% | 136 |
|
|
2024
Q2 | $829K | Sell |
4,791
-644
| -12% | -$112K | 0.04% | 147 |
|
|
2024
Q1 | $1.04M | Sell |
5,435
-2,353
| -30% | -$429K | 0.04% | 136 |
|
|
2023
Q4 | $1.27M | Buy |
7,788
+158
| +2% | +$23.9K | 0.06% | 130 |
|
|
2023
Q3 | $1.07M | Buy |
7,630
+26
| +0.3% | +$3.7K | 0.05% | 145 |
|
|
2023
Q2 | $1.02M | Sell |
7,604
-99
| -1% | -$12.8K | 0.05% | 154 |
|
|
2023
Q1 | $1.01M | Sell |
7,703
-98
| -1% | -$13.1K | 0.05% | 148 |
|
|
2022
Q4 | $1.1M | Buy |
7,801
+2
| +0% | +$276 | 0.06% | 144 |
|
|
2022
Q3 | $927K | Buy |
7,799
+1
| +0% | +$131 | 0.05% | 150 |
|
|
2022
Q2 | $1.1M | Buy |
7,798
+2
| +0% | +$270 | 0.06% | 151 |
|
|
2022
Q1 | $1.01M | Buy |
7,796
+2
| +0% | +$261 | 0.04% | 162 |
|
|
2021
Q4 | $1.04M | Sell |
7,794
-504
| -6% | -$63.2K | 0.04% | 165 |
|
|
2021
Q3 | $1.1M | Sell |
8,298
-144
| -2% | -$19.3K | 0.05% | 161 |
|
|
2021
Q2 | $1.18M | Sell |
8,442
-580
| -6% | -$79.3K | 0.05% | 159 |
|
|
2021
Q1 | $1.15M | Sell |
9,022
-219
| -2% | -$26.2K | 0.05% | 154 |
|
|
2020
Q4 | $1.11M | Sell |
9,241
-401
| -4% | -$46.3K | 0.05% | 143 |
|
|
2020
Q3 | $1.12M | Sell |
9,642
-471
| -5% | -$55.5K | 0.06% | 141 |
|
|
2020
Q2 | $1.17M | Sell |
10,113
-642
| -6% | -$74.6K | 0.07% | 137 |
|
|
2020
Q1 | $1.14M | Sell |
10,755
-244
| -2% | -$30.9K | 0.08% | 129 |
|
|
2019
Q4 | $1.41M | Buy |
10,999
+6,870
| +166% | +$893K | 0.08% | 131 |
|
|
2019
Q3 | $574K | Hold |
4,129
| – | – | 0.06% | 144 |
|
|
2019
Q2 | $544K | Buy |
4,129
+486
| +13% | +$63.8K | 0.06% | 131 |
|
|
2019
Q1 | $491K | Sell |
3,643
-117
| -3% | -$14.9K | 0.05% | 145 |
|
|
2018
Q4 | $409K | Sell |
3,760
-772
| -17% | -$92.7K | 0.05% | 171 |
|
|
2018
Q3 | $655K | Sell |
4,532
-26
| -0.6% | -$3.63K | 0.06% | 135 |
|
|
2018
Q2 | $609K | Sell |
4,558
-879
| -16% | -$123K | 0.06% | 139 |
|
|
2018
Q1 | $798K | Sell |
5,437
-179
| -3% | -$27.1K | 0.08% | 126 |
|
|
2017
Q4 | $824K | Sell |
5,616
-16
| -0.3% | -$2.33K | 0.09% | 123 |
|
|
2017
Q3 | $781K | Buy |
+5,632
| New | +$785K | 0.07% | 144 |
|
Other funds holding IBM
ECSS
Beacon Investment Advisory Services's IBM Position: Q2 2026 in Review
Beacon Investment Advisory Services increased its IBM (IBM) stake by 939% in Q2 2026, buying an estimated $6.94M and bringing the position to 30,495 shares worth $8.58M. The position accounts for 0.32% of the portfolio, ranked #67.
Beacon Investment Advisory Services first reported a position in IBM in Q3 2017 and has held it in 36 quarters since. 1,827 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Beacon Investment Advisory Services held 30,495 shares of IBM worth $8.58M as of Q2 2026.
- Beacon Investment Advisory Services bought 27,561 IBM shares in Q2 2026, an estimated $6.94M.
- IBM made up 0.32% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #67 holding.
- Beacon Investment Advisory Services first reported a position in IBM in Q3 2017 and has held it in 36 quarters since.
- 1,827 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.