International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership40,416 shares
Latest Disclosed Value $ 9,796,466
Wealthspire Advisors, LLC reports 2.62% increase in ownership of IBM / International Business Machines Corporation

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 40,416 shares of International Business Machines Corporation (MX:IBM) valued at $9,796,466 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 39,384 shares of International Business Machines Corporation. This represents a change in shares of 2.62% 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.

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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)
2026-05-01 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 40,416 1,032 2.62 9,796 -16.03 0.0769
2026-02-12 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,384 -23,670 -37.54 11,666 -34.43 0.0928
2025-11-14 2025-09-30 13F International Business Machines COM 459200101 63,054 -7,012 -10.01 17,791 -13.86 0.0930
2025-08-11 2025-06-30 13F International Business Machines COM 459200101 70,066 12,114 20.90 20,654 43.32 0.1161
2025-05-09 2025-03-31 13F International Business Machines COM 459200101 57,952 30,369 110.10 14,410 137.67 0.0861
2025-02-04 2024-12-31 13F International Business Machines COM 459200101 27,583 1,241 4.71 6,064 4.12 0.0603
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,342 1,156 4.59 5,824 33.71 0.0592
2024-08-08 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,186 -103 -0.41 4,356 -9.82 0.0558
2024-05-06 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,289 221 0.88 4,829 17.81 0.0644
2024-02-07 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,068 -1,000 -3.84 4,100 12.09 0.0582
2023-11-06 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,068 3,534 15.68 3,657 21.29 0.0604
2023-08-01 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,534 -900 -3.84 3,015 -1.82 0.0493
2023-05-09 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,434 -2,662 -10.20 3,072 -16.46 0.0527
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,096 8,406 47.52 3,677 74.88 0.0669
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,690 2,795 18.76 2,102 -0.05 0.0439
2022-08-09 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,895 -337 -2.21 2,103 6.21 0.0440
2022-05-09 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,232 -3,263 -17.64 1,980 -19.90 0.0445
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,495 -2,845 -13.33 2,472 -16.63 0.0547
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,340 6,456 43.38 2,965 35.88 0.0615
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,884 -10,264 -40.81 2,182 -34.89 0.0574
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,148 8,443 50.54 3,351 59.34 0.0795
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,705 10,308 161.14 2,103 170.31 0.0626
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,397 1,028 19.15 778 20.06 0.0463
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,369 -22,175 -80.51 648 -78.79 0.0451
2020-05-12 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,544 23,480 577.76 3,055 460.55 0.1281
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,064 842 26.13 545 16.20 0.0397
2019-11-12 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,222 3,222 469 0.0384
2019-05-07 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,106 -100.00 0 -100.00
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,106 1,106 126 0.0121
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.