Beacon Pointe Advisors’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 | $52.9M | Sell |
188,254
-38,283
| -17% | -$9.65M | 0.25% | 92 |
|
|
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
Beacon Pointe Advisors's IBM Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its IBM (IBM) stake by 17% in Q2 2026, selling an estimated $9.65M and leaving 188,254 shares worth $52.9M. The position accounts for 0.25% of the portfolio, ranked #92.
Beacon Pointe Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $61.3M in Q2 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Beacon Pointe Advisors held 188,254 shares of IBM worth $52.9M as of Q2 2026.
- Beacon Pointe Advisors sold 38,283 IBM shares in Q2 2026, an estimated $9.65M.
- IBM made up 0.25% of Beacon Pointe Advisors's portfolio in Q2 2026, its #92 holding.
- Beacon Pointe Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
- Beacon Pointe Advisors's IBM position peaked at $61.3M in Q2 2025.
- 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.