Beacon Pointe Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1744317
NEWPORT BEACH, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$52,938,907
-$1,971,396 QoQ
Shares Held
188,254
-16.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#225
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $66,648,131 across 8 Information Technology Services names. IBM ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
188,254 | $52,938,907 | |
| 2 | ACN |
Accenture plc
|
79,168 | $9,851,665 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
12,102 | $1,246,142 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
5,483 | $750,896 | |
| 5 | CDW |
CDW Corp
|
4,950 | $696,168 | |
| 6 | APLD |
Applied Digital Corp.
|
11,168 | $416,566 | |
| 7 | CACI |
Caci International Inc /De/
|
834 | $386,358 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
2,624 | $361,429 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,938,907 | 188,254 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $54,910,303 | 226,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,405,809 | 203,929 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $55,166,794 | 195,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,314,829 | 208,002 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $52,873,570 | 212,634 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,687,715 | 212,381 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,970,822 | 216,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,721,605 | 218,107 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $42,320,555 | 221,620 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $37,862,642 | 231,505 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $25,360,908 | 180,762 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,261,394 | 121,526 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,616,620 | 119,129 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,693,737 | 111,390 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,780,605 | 99,155 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,970,136 | 91,863 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $15,805,231 | 121,560 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $11,617,727 | 86,920 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,120,256 | 87,240 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,391,251 | 57,243 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,003,714 | 7,532 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,554,240 | 12,347 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $795,356 | 6,537 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,350,450 | 11,182 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $581,937 | 5,246 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||