BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in IBM — International Business Machines Corp

CIK 1654599 MORRISTOWN, NJ

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Position in IBM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$8,575,498

+$7,864,326 QoQ

Shares Held

30,495

+939.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#643

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,784,484 across 7 Information Technology Services names. IBM ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	30,495	$8,575,498
2	ACN	Accenture plc	875	$108,885
3	BR	Broadridge Financial Solutions, Inc.	659	$90,250
4	CTSH	Cognizant Technology Solutions Corp	200	$7,746
5	FIS	Fidelity National Information Services, Inc.	20	$777
6	VYX	NCR Voyix Corp	88	$718
7	KD	Kyndryl Holdings, Inc.	54	$610

All Filings in IBM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,575,498	30,495	+939.4%	Shares	Sole	2026-07-08
2026-03-31	$711,172	2,934	-8.8%	Shares	Sole	2026-04-14
2025-12-31	$952,907	3,217	-20.2%	Shares	Sole	2026-01-16
2025-09-30	$1,137,104	4,030	+0.7%	Shares	Sole	2025-10-16
2025-06-30	$1,180,004	4,003	-1.1%	Shares	Sole	2025-07-15
2025-03-31	$1,006,327	4,047	-15.5%	Shares	Sole	2025-05-06
2024-12-31	$1,053,205	4,791	+0.2%	Shares	Sole	2025-01-17
2024-09-30	$1,056,983	4,781	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$828,603	4,791	-11.8%	Shares	Sole	2024-08-14
2024-03-31	$1,037,867	5,435	-30.2%	Shares	Sole	2024-05-09
2023-12-31	$1,273,727	7,788	+2.1%	Shares	Sole	2024-02-12
2023-09-30	$1,070,489	7,630	+0.3%	Shares	Sole	2023-10-31
2023-06-30	$1,017,491	7,604	-1.3%	Shares	Sole	2023-07-21
2023-03-31	$1,009,786	7,703	-1.3%	Shares	Sole	2023-05-04
2022-12-31	$1,099,082	7,801	+0.0%	Shares	Sole	2023-01-13
2022-09-30	$926,599	7,799	+0.0%	Shares	Sole	2022-10-20
2022-06-30	$1,100,999	7,798	+0.0%	Shares	Sole	2022-07-21
2022-03-31	$1,013,635	7,796	+0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,041,746	7,794	-1.8%	Shares	Sole	2022-02-04
2021-09-30	$1,102,131	7,933	-1.7%	Shares	Sole	2021-11-09
2021-06-30	$1,183,127	8,071	-6.4%	Shares	Sole	2021-08-02
2021-03-31	$1,149,367	8,625	-2.4%	Shares	Sole	2021-05-21
2020-12-31	$1,112,150	8,835	-4.2%	Shares	Sole	2021-02-08
2020-09-30	$1,121,553	9,218	-4.7%	Shares	Sole	2020-10-29
2020-06-30	$1,167,604	9,668	-6.0%	Shares	Sole	2020-07-28
2020-03-31	$1,140,581	10,282	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.