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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
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)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding International Business Machines

Vanguard Group
Bank of America Corporation
Bank of New York Mellon
Amundi
Jpmorgan Chase & Co
Legal & General Group
Charles Schwab Investment Management
CalPERS
Goldman Sachs Group
Norges Bank Investment Management
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines