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International Business Machines shares owned by Beacon Financial

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in International Business Machines

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All positions including International Business Machines held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $726k 3.3k 221.10
2024-06-30 $352k 2.0k 172.98
2024-03-31 $363k 1.9k 190.99
2023-12-31 $295k 1.8k 163.58
2023-09-30 $247k 1.7k 146.85
2023-06-30 $226k 1.7k 134.36
2023-03-31 $210k 1.6k 131.33
2022-12-31 $855k 6.1k 141.28
2022-09-30 $716k 5.9k 121.58
2022-06-30 $830k 5.9k 140.65
2022-03-31 $643k 4.9k 131.30
2020-03-31 $321k 2.8k 112.79
2019-12-31 $609k 4.3k 143.16
2019-09-30 $609k 4.3k 143.16
2019-06-30 $614k 4.5k 137.85
2019-03-31 $641k 4.5k 141.16
2018-12-31 $548k 4.8k 113.13
2018-09-30 $682k 4.5k 151.15
2018-06-30 $674k 4.8k 139.75
2018-03-31 $1.1M 7.2k 153.41
2017-12-31 $1.1M 7.3k 153.42
2017-09-30 $1.0M 6.9k 145.15
2017-06-30 $758k 4.9k 154.16
2017-03-31 $12M 71k 173.86
2016-12-31 $12M 70k 165.98
2016-09-30 $12M 73k 158.12
2016-06-30 $11M 73k 148.47
2016-03-31 $11M 72k 148.40
2015-12-31 $9.9M 71k 139.34
2015-09-30 $10M 70k 142.47
2015-06-30 $1.4M 8.4k 162.95
2015-03-31 $1.2M 7.2k 162.74
2014-12-31 $769k 4.8k 160.01
2014-09-30 $873k 4.6k 189.54
2014-06-30 $2.7M 15k 181.73
2014-03-31 $910k 4.8k 190.38
2013-12-31 $1.9M 10k 186.40
2013-09-30 $1.6M 8.4k 186.91

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines