Beaumont Financial Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1957394 NEEDHAM, MA

Position in IBM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,959,471

+$295,949 QoQ

Shares Held

6,968

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,398

of 3,616 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $2,317,236 across 2 Information Technology Services names. IBM ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	6,968	$1,959,471
2	ACN	Accenture plc	2,875	$357,765

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,959,471	6,968	+1.5%	Shares	Sole	2026-08-04
2026-03-31	$1,663,522	6,863	-15.9%	Shares	Sole	2026-05-05
2025-12-31	$2,416,184	8,157	-4.8%	Shares	Sole	2026-01-16
2025-09-30	$2,417,264	8,567	-7.1%	Shares	Sole	2025-10-23
2025-06-30	$2,719,050	9,224	-0.3%	Shares	Sole	2025-07-16
2025-03-31	$2,300,850	9,253	+0.3%	Shares	Sole	2025-05-12
2024-12-31	$2,027,711	9,224	+3.1%	Shares	Sole	2025-01-17
2024-09-30	$1,978,666	8,950	+0.1%	Shares	Sole	2024-10-09
2024-06-30	$1,546,518	8,942	-0.6%	Shares	Sole	2024-07-24
2024-03-31	$1,717,303	8,993	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$1,472,113	9,001	+1.0%	Shares	Sole	2024-01-31
2023-09-30	$1,250,493	8,913	+0.7%	Shares	Sole	2023-11-01
2023-06-30	$1,183,950	8,848	-0.9%	Shares	Sole	2023-08-02
2023-03-31	$1,170,633	8,930	-7.4%	Shares	Sole	2023-05-08
2022-12-31	$1,358,320	9,641	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.