Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

IBM holding history

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

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 188,254
Value: $52.9M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	188,254	$52.9M	0.2%	−38,283−16.9%	Reduced	Holders
Q1 2026	226,537	$54.9M	0.3%	+22,608+11.1%	Added	Holders
Q4 2025	203,929	$60.4M	0.4%	+8,413+4.3%	Added	Holders
Q3 2025	195,516	$55.2M	0.5%	−12,486−6.0%	Reduced	Holders
Q2 2025	208,002	$61.3M	0.6%	−4,632−2.2%	Reduced	Holders
Q1 2025	212,634	$52.9M	0.6%	+253+0.1%	Added	Holders
Q4 2024	212,381	$46.7M	0.5%	−4,603−2.1%	Reduced	Holders
Q3 2024	216,984	$48.0M	0.6%	−1,123−0.5%	Reduced	Holders
Q2 2024	218,107	$37.7M	0.4%	−3,513−1.6%	Reduced	Holders
Q1 2024	221,620	$42.3M	0.5%	−9,885−4.3%	Reduced	Holders
Q4 2023	231,505	$37.9M	0.5%	+50,743+28.1%	Added	Holders
Q3 2023	180,762	$25.4M	0.3%	+59,236+48.7%	Added	Holders
Q2 2023	121,526	$16.3M	0.3%	+2,397+2.0%	Added	Holders
Q1 2023	119,129	$15.6M	0.3%	+7,739+6.9%	Added	Holders
Q4 2022	111,390	$15.7M	0.3%	+12,235+12.3%	Added	Holders
Q3 2022	99,155	$11.8M	0.3%	+7,292+7.9%	Added	Holders
Q2 2022	91,863	$12.9M	0.3%	−29,697−24.4%	Reduced	Holders
Q1 2022	121,560	$15.8M	0.2%	+34,640+39.9%	Added	Holders
Q4 2021	86,920	$11.6M	0.3%	−320−0.4%	Reduced	Holders
Q3 2021	87,240	$12.1M	0.3%	+29,997+52.4%	Added	Holders
Q2 2021	57,243	$8.39M	0.3%	+49,711+660.0%	Added	Holders
Q1 2021	7,532	$1.00M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.