International Business Machines Corporation
BG ˙ BUL ˙ US4592001014
SecurityBG:IBM / International Business Machines Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership7,280 shares
Latest Disclosed Value $ 1,764,633
Pinnacle Wealth Planning Services, Inc. reports 0.61% increase in ownership of IBM / International Business Machines Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 7,280 shares of International Business Machines Corporation (BG:IBM) valued at $1,764,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,236 shares of International Business Machines Corporation. This represents a change in shares of 0.61% 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)
2026-05-11 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,280 44 0.61 1,765 -17.69 0.1823
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,236 487 7.22 2,144 12.55 0.2238
2025-11-13 2025-09-30 13F IBM COM 459200101 6,749 472 7.52 1,904 2.92 0.2231
2025-08-11 2025-06-30 13F IBM COM 459200101 6,277 2,693 75.14 1,850 107.63 0.2434
2025-05-15 2025-03-31 13F IBM COM 459200101 3,584 265 7.98 891 22.22 0.1340
2025-02-27 2024-12-31 13F/A-1 IBM COM 459200101 3,319 -2,089 -38.63 730 -39.00 0.1096
2025-02-06 2024-12-31 13F IBM COM 459200101 3,319 -2,089 730 0.1019
2024-11-13 2024-09-30 13F INTL BUSINESS MACHINES Stock 459200101 5,408 478 9.70 1,196 40.26 0.1624
2024-08-09 2024-06-30 13F INTL BUSINESS MACHINES Stock 459200101 4,930 -1 -0.02 853 -9.46 0.1218
2024-05-10 2024-03-31 13F INTL BUSINESS MACHINES Stock 459200101 4,931 -258 -4.97 942 10.97 0.1380
2024-02-08 2023-12-31 13F INTL BUSINESS MACHINES Stock 459200101 5,189 -44 -0.84 849 15.53 0.1333
2023-11-08 2023-09-30 13F INTL BUSINESS MACHINES Stock 459200101 5,233 -3 -0.06 734 4.86 0.1210
2023-08-07 2023-06-30 13F INTL BUSINESS MACHINES Stock 459200101 5,236 -316 -5.69 701 -3.71 0.1132
2023-05-03 2023-03-31 13F INTL BUSINESS MACHINES Stock 459200101 5,552 -1,031 -15.66 728 -21.57 0.1210
2023-02-13 2022-12-31 13F INTL BUSINESS MACHINES Stock 459200101 6,583 880 15.43 927 36.73 0.1648
2022-11-09 2022-09-30 13F INTL BUSINESS MACHINES Stock 459200101 5,703 -744 -11.54 678 -25.49 0.1253
2022-08-03 2022-06-30 13F INTL BUSINESS MACHINES Stock 459200101 6,447 3,509 119.43 910 138.22 0.1635
2022-04-20 2022-03-31 13F INTL BUSINESS MACHINES Stock 459200101 2,938 19 0.65 382 -2.05 0.0696
2022-01-21 2021-12-31 13F INTL BUSINESS MACHINES Stock 459200101 2,919 -679 -18.87 390 -22.00 0.0762
2021-10-29 2021-09-30 13F INTL BUSINESS MACHINES Stock 459200101 3,598 186 5.45 500 0.00 0.1105
2021-08-02 2021-06-30 13F INTL BUSINESS MACHINES Stock 459200101 3,412 57 1.70 500 11.86 0.1163
2021-04-29 2021-03-31 13F INTL BUSINESS MACHINES Stock 459200101 3,355 869 34.96 447 42.81 0.1146
2021-02-12 2020-12-31 13F INTL BUSINESS MACHINES Stock 459200101 2,486 338 15.74 313 19.92 0.0748
2020-11-03 2020-09-30 13F INTL BUSINESS MACHINES Stock 459200101 2,148 328 18.02 261 18.64 0.0862
2020-07-27 2020-06-30 13F INTL BUSINESS MACHINES Stock 459200101 1,820 -1,327 -42.17 220 -36.96 0.0715
2020-05-11 2020-03-31 13F INTL BUSINESS MACHINES Stock 459200101 3,147 884 39.06 349 15.18 0.1657
2020-02-07 2019-12-31 13F INTL BUSINESS MACHINES Stock 459200101 2,263 234 11.53 303 2.71 0.1425
2019-10-31 2019-09-30 13F INTL BUSINESS MACHINES Stock 459200101 2,029 542 36.45 295 43.20 0.1606
2019-08-06 2019-06-30 13F INTL BUSINESS MACHINES Stock 459200101 1,487 -74 -4.74 206 -12.34 0.1243
2019-02-28 2018-09-30 13F INTL BUSINESS MACHINES Stock 459200101 1,561 102 6.99 235 15.20 0.2149
2019-02-28 2018-06-30 13F INTL BUSINESS MACHINES Stock 459200101 1,459 -113 -7.19 204 -15.35 0.1982
2019-02-28 2018-03-31 13F INTL BUSINESS MACHINES Stock 459200101 1,572 1,572 241 0.2479
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.