International Business Machines shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $636k | 2.3k | 282.22 |
| 2025-06-30 | $640k | 2.2k | 294.77 |
| 2025-03-31 | $390k | 1.6k | 248.62 |
| 2024-12-31 | $307k | 1.4k | 219.83 |
| 2024-09-30 | $1.2M | 5.5k | 221.08 |
| 2024-06-30 | $931k | 5.4k | 172.96 |
| 2024-03-31 | $222k | 1.2k | 191.02 |
| 2023-12-31 | $999k | 6.1k | 163.55 |
| 2023-09-30 | $855k | 6.1k | 140.29 |
| 2023-06-30 | $786k | 5.9k | 133.81 |
| 2023-03-31 | $722k | 5.5k | 131.08 |
| 2022-12-31 | $746k | 5.3k | 140.89 |
| 2022-09-30 | $616k | 5.2k | 118.76 |
| 2022-06-30 | $827k | 5.9k | 141.10 |
| 2022-03-31 | $751k | 5.8k | 129.98 |
| 2021-12-31 | $677k | 5.1k | 133.61 |
| 2021-09-30 | $718k | 5.2k | 138.93 |
| 2021-06-30 | $752k | 5.1k | 146.59 |
| 2021-03-31 | $708k | 5.3k | 133.21 |
| 2020-12-31 | $563k | 4.5k | 125.73 |
| 2020-09-30 | $555k | 4.6k | 121.60 |
| 2020-06-30 | $322k | 2.7k | 120.64 |
| 2020-03-31 | $306k | 2.8k | 110.67 |
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