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Beech Hill Advisors’s IBM IBM Stock Holding History

Beech Hill 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 		$2.82M Sell
11,616
-128
-1% -$34.6K 1.41% 31
2025
Q4 		$3.48M Sell
11,744
-307
-3% -$91.9K 1.67% 18
2025
Q3 		$3.4M Sell
12,051
-1,024
-8% -$268K 1.59% 23
2025
Q2 		$3.85M Sell
13,075
-1,900
-13% -$490K 1.73% 16
2025
Q1 		$3.72M Sell
14,975
-1,756
-10% -$430K 1.48% 24
2024
Q4 		$3.68M Sell
16,731
-175
-1% -$39K 1.38% 28
2024
Q3 		$3.74M Buy
16,906
+5
+0% +$980 1.42% 29
2024
Q2 		$2.92M Buy
16,901
+155
+0.9% +$26.9K 1.21% 31
2024
Q1 		$3.2M Buy
16,746
+230
+1% +$42K 1.33% 31
2023
Q4 		$2.7M Sell
16,516
-50
-0.3% -$7.55K 1.31% 34
2023
Q3 		$2.32M Buy
16,566
+6,285
+61% +$894K 1.17% 40
2023
Q2 		$1.38M Sell
10,281
-250
-2% -$32.3K 0.67% 49
2023
Q1 		$1.38M Buy
10,531
+200
+2% +$26.8K 0.7% 49
2022
Q4 		$1.46M Hold
10,331
– – 0.81% 47
2022
Q3 		$1.23M Hold
10,331
– – 0.7% 48
2022
Q2 		$1.46M Hold
10,331
– – 0.78% 49
2022
Q1 		$1.34M Buy
10,331
+806
+8% +$105K 0.55% 57
2021
Q4 		$1.27M Sell
9,525
-1,170
-11% -$147K 0.48% 54
2021
Q3 		$1.42M Buy
10,695
+52
+0.5% +$6.95K 0.59% 50
2021
Q2 		$1.49M Hold
10,643
– – 0.61% 53
2021
Q1 		$1.36M Buy
10,643
+1,909
+22% +$228K 0.56% 51
2020
Q4 		$1.05M Buy
8,734
+1,046
+14% +$121K 0.47% 52
2020
Q3 		$894K Buy
7,688
+627
+9% +$73.8K 0.44% 51
2020
Q2 		$815K Hold
7,061
– – 0.41% 50
2020
Q1 		$749K Sell
7,061
-627
-8% -$79.3K 0.51% 44
2019
Q4 		$985K Buy
7,688
+1,778
+30% +$231K 0.46% 43
2019
Q3 		$822K Hold
5,910
– – 0.44% 44
2019
Q2 		$779K Sell
5,910
-26
-0.4% -$3.42K 0.41% 46
2019
Q1 		$801K Buy
5,936
+732
+14% +$93.3K 0.49% 42
2018
Q4 		$566K Buy
5,204
+915
+21% +$110K 0.35% 45
2018
Q3 		$620K Sell
4,289
-28,211
-87% -$3.94M 0.32% 49
2018
Q2 		$4.34M Sell
32,500
-3,801
-10% -$530K 2.43% 16
2018
Q1 		$5.33M Buy
36,301
+2,176
+6% +$329K 2.8% 10
2017
Q4 		$5M Buy
34,125
+30,559
+857% +$4.44M 2.47% 14
2017
Q3 		$495K Buy
3,566
+837
+31% +$117K 0.26% 55
2017
Q2 		$401K Hold
2,729
– – 0.22% 61
2017
Q1 		$454K Hold
2,729
– – 0.26% 56
2016
Q4 		$433K Hold
2,729
– – 0.26% 56
2016
Q3 		$414K Buy
2,729
+846
+45% +$128K 0.25% 56
2016
Q2 		$273K Sell
1,883
-627
-25% -$89.8K 0.18% 59
2016
Q1 		$363K Buy
2,510
+627
+33% +$80.1K 0.28% 46
2015
Q4 		$248K Hold
1,883
– – 0.16% 77
2015
Q3 		$261K Sell
1,883
-52
-3% -$7.68K 0.17% 79
2015
Q2 		$301K Hold
1,935
– – 0.15% 81
2015
Q1 		$297K Sell
1,935
-38
-2% -$5.76K 0.14% 92
2014
Q4 		$303K Buy
1,973
+38
+2% +$6.05K 0.15% 95
2014
Q3 		$351K Sell
1,935
-549
-22% -$100K 0.17% 93
2014
Q2 		$431K Sell
2,484
-105
-4% -$18.9K 0.19% 93
2014
Q1 		$476K Sell
2,589
-1,203
-32% -$212K 0.22% 89
2013
Q4 		$680K Buy
+3,792
New +$654K 0.34% 58

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

Beech Hill Advisors's IBM Position: Q1 2026 in Review

Beech Hill Advisors reduced its IBM (IBM) stake by 1.1% in Q1 2026, selling an estimated $34.6K and leaving 11,616 shares worth $2.82M. The position accounts for 1.41% of the portfolio, ranked #31.

Beech Hill Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.33M in Q1 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Beech Hill Advisors held 11,616 shares of IBM worth $2.82M as of Q1 2026.
  • Beech Hill Advisors sold 128 IBM shares in Q1 2026, an estimated $34.6K.
  • IBM made up 1.41% of Beech Hill Advisors's portfolio in Q1 2026, its #31 holding.
  • Beech Hill Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • Beech Hill Advisors's IBM position peaked at $5.33M in Q1 2018.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.