International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionN.E.W. Advisory Services LLC
Latest Disclosed Ownership17,666 shares
Latest Disclosed Value $ 4,282,160
N.E.W. Advisory Services LLC reports 1.70% increase in ownership of IBM / International Business Machines Corporation

On May 4, 2026 - N.E.W. Advisory Services LLC filed a 13F-HR form disclosing ownership of 17,666 shares of International Business Machines Corporation (MX:IBM) valued at $4,282,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 17,371 shares of International Business Machines Corporation. This represents a change in shares of 1.70% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,666 295 1.70 4,282 -16.77 0.3202
2026-01-28 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,371 1 0.01 5,145 4.98 0.3805
2025-10-27 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,370 -25 -0.14 4,901 -4.41 0.4378
2025-08-18 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,395 -427 -2.40 5,128 15.71 0.4976
2025-05-07 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,822 513 2.96 4,432 16.45 0.3392
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,309 -121 -0.69 3,805 -1.25 0.3613
2024-10-31 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,430 -967 -5.26 3,853 21.13 0.3799
2024-08-05 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,397 -17 -0.09 3,182 -9.53 0.3433
2024-04-24 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,414 899 5.13 3,517 22.77 0.3901
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,515 -1,150 -6.16 2,865 9.35 0.3462
2023-11-06 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,665 297 1.62 2,619 6.55 0.3725
2023-08-04 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,368 -698 -3.66 2,458 -1.64 0.3425
2023-05-10 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,066 1,509 8.59 2,500 1.05 0.3636
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,557 863 5.17 2,474 24.71 0.3872
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,694 5,761 52.69 1,983 28.43 0.3592
2022-08-01 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,933 2,110 23.91 1,544 31.18 0.2700
2022-04-11 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,823 -2,832 -24.30 1,177 -24.45 0.2229
2022-01-18 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,655 405 3.60 1,558 -0.32 0.2353
2021-10-13 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,250 1,184 11.76 1,563 5.89 0.2547
2021-07-15 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,066 1,278 14.54 1,476 25.94 0.2470
2021-04-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,788 4,937 128.20 1,172 141.65 0.2197
2021-01-14 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,851 3,851 485 0.1020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.