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Beacon Pointe Advisors’s IBM IBM Stock Holding History

Beacon Pointe 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 		$54.9M Buy
226,537
+22,608
+11% +$6.12M 0.29% 77
2025
Q4 		$60.4M Buy
203,929
+8,413
+4% +$2.52M 0.42% 52
2025
Q3 		$55.2M Sell
195,516
-12,486
-6% -$3.27M 0.47% 40
2025
Q2 		$61.3M Sell
208,002
-4,632
-2% -$1.19M 0.64% 30
2025
Q1 		$52.9M Buy
212,634
+253
+0.1% +$61.9K 0.59% 35
2024
Q4 		$46.7M Sell
212,381
-4,603
-2% -$1.03M 0.52% 39
2024
Q3 		$48M Sell
216,984
-1,123
-0.5% -$220K 0.55% 40
2024
Q2 		$37.7M Sell
218,107
-3,513
-2% -$610K 0.45% 43
2024
Q1 		$42.3M Sell
221,620
-9,885
-4% -$1.8M 0.47% 41
2023
Q4 		$37.9M Buy
231,505
+50,743
+28% +$7.67M 0.45% 43
2023
Q3 		$25.4M Buy
180,762
+59,236
+49% +$8.43M 0.32% 74
2023
Q2 		$16.3M Buy
121,526
+2,397
+2% +$309K 0.27% 90
2023
Q1 		$15.6M Buy
119,129
+7,739
+7% +$1.04M 0.27% 90
2022
Q4 		$15.7M Buy
111,390
+12,235
+12% +$1.69M 0.3% 80
2022
Q3 		$11.8M Buy
99,155
+7,292
+8% +$957K 0.26% 90
2022
Q2 		$12.9M Sell
91,863
-29,697
-24% -$4.01M 0.27% 86
2022
Q1 		$15.8M Buy
121,560
+34,640
+40% +$4.52M 0.22% 107
2021
Q4 		$11.6M Sell
86,920
-4,333
-5% -$543K 0.3% 82
2021
Q3 		$12.1M Buy
91,253
+31,377
+52% +$4.19M 0.3% 90
2021
Q2 		$8.39M Buy
59,876
+51,998
+660% +$7.11M 0.3% 85
2021
Q1 		$1M Sell
7,878
-5,037
-39% -$603K 0.06% 210
2020
Q4 		$1.55M Buy
12,915
+6,077
+89% +$702K 0.11% 150
2020
Q3 		$796K Sell
6,838
-4,858
-42% -$572K 0.08% 187
2020
Q2 		$1.35M Buy
11,696
+6,209
+113% +$721K 0.14% 136
2020
Q1 		$580K Buy
5,487
+1,669
+44% +$211K 0.09% 160
2019
Q4 		$489K Buy
+3,818
New +$496K 0.15% 132
2019
Q3 		– Sell
-2,652
Closed -$348K – 186
2019
Q2 		$348K Sell
2,652
-24,368
-90% -$3.2M 0.13% 146
2019
Q1 		$3.64M Buy
27,020
+24,919
+1,186% +$3.18M 1.37% 17
2018
Q4 		$226K Buy
+2,101
New +$252K 0.14% 146

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 Pointe Advisors's IBM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $6.12M and bringing the position to 226,537 shares worth $54.9M. The position accounts for 0.29% of the portfolio, ranked #77.

Beacon Pointe Advisors first reported a position in IBM in Q4 2018 and has held it in 29 quarters since. The position peaked at $61.3M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Beacon Pointe Advisors held 226,537 shares of IBM worth $54.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 22,608 IBM shares in Q1 2026, an estimated $6.12M.
  • IBM made up 0.29% of Beacon Pointe Advisors's portfolio in Q1 2026, its #77 holding.
  • Beacon Pointe Advisors first reported a position in IBM in Q4 2018 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's IBM position peaked at $61.3M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.