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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
2,517
Value
$707.9K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of IBM by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,517$707.9K0.1%−75−2.9%ReducedHolders
Q1 20262,592$628.4K0.1%−35−1.3%ReducedHolders
Q4 20252,627$778.2K0.1%+23+0.9%AddedHolders
Q3 20252,604$734.8K0.1%−327−11.2%ReducedHolders
Q2 20252,931$864.1K0.1%−7−0.2%ReducedHolders
Q1 20252,938$730.6K0.1%−124−4.0%ReducedHolders
Q4 20243,062$673.2K0.1%−223−6.8%ReducedHolders
Q3 20243,285$726.3K0.1%+1,250+61.4%AddedHolders
Q2 20242,035$352.0K<0.1%+134+7.0%AddedHolders
Q1 20241,901$363.1K<0.1%+99+5.5%AddedHolders
Q4 20231,802$294.8K<0.1%+120+7.1%AddedHolders
Q3 20231,682$247.0K<0.1%00.0%UnchangedHolders
Q2 20231,682$226.0K<0.1%+83+5.2%AddedHolders
Q1 20231,599$210.0K<0.1%−4,453−73.6%ReducedHolders
Q4 20226,052$855.0K0.1%+163+2.8%AddedHolders
Q3 20225,889$716.0K0.1%−12−0.2%ReducedHolders
Q2 20225,901$830.0K0.1%+1,004+20.5%AddedHolders
Q1 20224,897$643.0K0.1%+4,897NewHolders