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Livermore
Livermore
ZHEN

Beacon Harbor Wealth Advisors, Inc.

SEC CIK
0001784093
Latest filing
Aug 7, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Beacon Harbor Wealth Advisors, Inc., 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)
35,836
Value
$8.01M
% of portfolio
1.6%
Quarters held
21
Since Q1 2021
Holdings of IBM by Beacon Harbor Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,836$8.01M1.6%+34,011+1,863.6%AddedHolders
Q1 20261,825$442.4K0.1%00.0%UnchangedHolders
Q4 20251,825$540.6K0.1%−81−4.2%ReducedHolders
Q3 20251,906$537.8K0.1%00.0%UnchangedHolders
Q2 20251,906$561.9K0.1%−31,708−94.3%ReducedHolders
Q1 202533,614$8.36M1.9%−6,508−16.2%ReducedHolders
Q4 202440,122$8.82M2.1%+317+0.8%AddedHolders
Q3 202439,805$8.80M2.1%−164−0.4%ReducedHolders
Q2 202439,969$6.91M1.8%+547+1.4%AddedHolders
Q1 202439,422$7.53M2.0%−2,161−5.2%ReducedHolders
Q4 202341,583$6.80M2.0%+15,902+61.9%AddedHolders
Q3 202325,681$3.60M1.2%−16,311−38.8%ReducedHolders
Q2 202341,992$5.62M1.8%+733+1.8%AddedHolders
Q1 202341,259$5.41M1.9%−517−1.2%ReducedHolders
Q4 202241,776$5.89M2.0%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 202240,543$5.72M2.0%−2,840−6.5%ReducedHolders
Q1 202243,383$5.64M1.8%+9,805+29.2%AddedHolders
Q4 202133,578$4.49M1.5%00.0%UnchangedHolders
Q3 202133,578$4.67M1.7%+1,805+5.7%AddedHolders
Q2 202131,773$4.66M1.7%+2,381+8.1%AddedHolders
Q1 202129,392$3.92M1.6%––Holders

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