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Beau Ventures, LLc’s IBM IBM Stock Holding History

Beau Ventures, LLc’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
Q3 		$34.9M Sell
158,528
-10
-0% -$2.38K 3.29% 5
2026
Q2 		$44.6M Buy
158,538
+50
+0% +$12.6K 4.86% 4
2026
Q1 		$38.4M Buy
158,488
+32
+0% +$8.66K 5.15% 4
2025
Q4 		$46.9M Buy
+158,456
New +$47.5M 5.84% 3

Other funds holding IBM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Beau Ventures, LLc's IBM Position: Q3 2026 in Review

Beau Ventures, LLc reduced its IBM (IBM) stake by 0.01% in Q3 2026, selling an estimated $2.38K and leaving 158,528 shares worth $34.9M. The position accounts for 3.29% of the portfolio, ranked #5.

Beau Ventures, LLc first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $46.9M in Q4 2025. 420 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Beau Ventures, LLc held 158,528 shares of IBM worth $34.9M as of Q3 2026.
  • Beau Ventures, LLc sold 10 IBM shares in Q3 2026, an estimated $2.38K.
  • IBM made up 3.29% of Beau Ventures, LLc's portfolio in Q3 2026, its #5 holding.
  • Beau Ventures, LLc first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Beau Ventures, LLc's IBM position peaked at $46.9M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Beau Ventures, LLc's 13F filing for Q3 2026, filed 14 Oct 2026.