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Beacon Financial Strategies CORP → IBM
Beacon Financial Strategies CORP IBM Position History
International Business Machines Corporation • Technology
Quarters held
4
Latest value
$544K
Q3 2026
Peak value
$847K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $847K |
| Q1 2026 | $611K |
| Q2 2026 | $709K |
| Q3 2026 | $544K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $544K | 2.5K | — | — |
| Q2 2026 | $709K | 2.5K | — | — |
| Q1 2026 | $611K | 2.5K | — | — |
| Q4 2025 | $847K | 2.9K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B