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Beaumont Financial Advisors’s IBM IBM Stock Holding History

Beaumont Financial 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 		$1.66M Sell
6,863
-1,294
-16% -$350K 0.11% 111
2025
Q4 		$2.42M Sell
8,157
-410
-5% -$123K 0.16% 82
2025
Q3 		$2.42M Sell
8,567
-657
-7% -$172K 0.16% 82
2025
Q2 		$2.72M Sell
9,224
-29
-0.3% -$7.47K 0.2% 74
2025
Q1 		$2.3M Buy
9,253
+29
+0.3% +$7.09K 0.18% 83
2024
Q4 		$2.03M Buy
9,224
+274
+3% +$61K 0.15% 90
2024
Q3 		$1.98M Buy
8,950
+8
+0.1% +$1.57K 0.15% 88
2024
Q2 		$1.55M Sell
8,942
-51
-0.6% -$8.86K 0.12% 107
2024
Q1 		$1.72M Sell
8,993
-8
-0.1% -$1.46K 0.14% 95
2023
Q4 		$1.47M Buy
9,001
+88
+1% +$13.3K 0.13% 108
2023
Q3 		$1.25M Buy
8,913
+65
+0.7% +$9.25K 0.12% 110
2023
Q2 		$1.18M Sell
8,848
-82
-0.9% -$10.6K 0.11% 118
2023
Q1 		$1.17M Sell
8,930
-711
-7% -$95.1K 0.12% 105
2022
Q4 		$1.36M Sell
9,641
-1,457
-13% -$201K 0.14% 103
2022
Q3 		$1.32M Buy
11,098
+640
+6% +$84K 0.13% 101
2022
Q2 		$1.48M Sell
10,458
-201
-2% -$27.1K 0.13% 102
2022
Q1 		$1.39M Buy
10,659
+395
+4% +$51.5K 0.11% 129
2021
Q4 		$1.37M Sell
10,264
-492
-5% -$61.7K 0.1% 124
2021
Q3 		$1.43M Sell
10,756
-204
-2% -$27.3K 0.11% 115
2021
Q2 		$1.54M Buy
10,960
+3,911
+55% +$535K 0.12% 114
2021
Q1 		$898K Buy
7,049
+205
+3% +$24.5K 0.08% 148
2020
Q4 		$824K Sell
6,844
-3,283
-32% -$379K 0.07% 154
2020
Q3 		$1.18M Buy
10,127
+111
+1% +$13.1K 0.11% 129
2020
Q2 		$1.16M Sell
10,016
-147
-1% -$17.1K 0.12% 127
2020
Q1 		$1.08M Buy
10,163
+66
+0.7% +$8.35K 0.14% 100
2019
Q4 		$1.29M Buy
10,097
+148
+1% +$19.2K 0.13% 111
2019
Q3 		$1.38M Sell
9,949
-206
-2% -$27.8K 0.14% 106
2019
Q2 		$1.34M Buy
10,155
+1,445
+17% +$190K 0.14% 104
2019
Q1 		$1.18M Buy
8,710
+898
+11% +$114K 0.13% 101
2018
Q4 		$849K Sell
7,812
-1,126
-13% -$135K 0.14% 91
2018
Q3 		$1.29M Sell
8,938
-529
-6% -$73.9K 0.13% 85
2018
Q2 		$1.26M Buy
9,467
+652
+7% +$90.9K 0.13% 84
2018
Q1 		$1.29M Buy
8,815
+5,885
+201% +$890K 0.14% 88
2017
Q4 		$430K Buy
2,930
+121
+4% +$17.6K 0.05% 129
2017
Q3 		$390K Sell
2,809
-68
-2% -$9.47K 0.05% 129
2017
Q2 		$423K Sell
2,877
-1,046
-27% -$158K 0.05% 125
2017
Q1 		$653K Buy
3,923
+523
+15% +$87.7K 0.09% 107
2016
Q4 		$539K Buy
3,400
+12
+0.4% +$1.83K 0.08% 96
2016
Q3 		$514K Sell
3,388
-103
-3% -$15.6K 0.08% 101
2016
Q2 		$506K Buy
3,491
+140
+4% +$20K 0.08% 98
2016
Q1 		$514K Sell
3,351
-213
-6% -$27.2K 0.08% 93
2015
Q4 		$469K Buy
3,564
+192
+6% +$25.8K 0.08% 78
2015
Q3 		$524K Hold
3,372
– – 0.08% 89
2015
Q2 		$524K Buy
3,372
+21
+0.6% +$3.38K 0.08% 89
2015
Q1 		$514K Sell
3,351
-1,360
-29% -$206K 0.02% 112
2014
Q4 		$723K Sell
4,711
-21
-0.4% -$3.34K 0.03% 102
2014
Q3 		$859K Hold
4,732
– – 0.06% 104
2014
Q2 		$820K Buy
4,732
+136
+3% +$24.5K 0.06% 108
2014
Q1 		$846K Buy
4,596
+1,046
+29% +$184K 0.07% 91
2013
Q4 		$637K Buy
3,550
+511
+17% +$88.1K 0.05% 102
2013
Q3 		$538K Sell
3,039
-18,837
-86% -$3.42M 0.05% 103
2013
Q2 		$4M Buy
+21,876
New +$4.26M 0.37% 72

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

Beaumont Financial Advisors's IBM Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its IBM (IBM) stake by 16% in Q1 2026, selling an estimated $350K and leaving 6,863 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #111.

Beaumont Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4M in Q2 2013. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Beaumont Financial Advisors held 6,863 shares of IBM worth $1.66M as of Q1 2026.
  • Beaumont Financial Advisors sold 1,294 IBM shares in Q1 2026, an estimated $350K.
  • IBM made up 0.11% of Beaumont Financial Advisors's portfolio in Q1 2026, its #111 holding.
  • Beaumont Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Beaumont Financial Advisors's IBM position peaked at $4M in Q2 2013.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.