International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership3,526 shares
Latest Disclosed Value $ 854,667
Abacus Planning Group, Inc. reports 1.78% decrease in ownership of IBM / International Business Machines Corporation

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 3,526 shares of International Business Machines Corporation (MX:IBM) valued at $854,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,590 shares of International Business Machines Corporation. This represents a change in shares of -1.78% 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)
2026-04-07 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,526 -64 -1.78 855 -19.66 0.1150
2026-01-16 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,590 125 3.61 1,063 8.80 0.1415
2025-10-22 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,465 -7 -0.20 978 -4.50 0.1349
2025-07-21 2025-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 3,472 70 2.06 1,023 21.07 0.1522
2025-07-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,385 -2,017 408 0.1380
2025-04-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,402 123 3.75 846 17.36 0.1482
2025-02-03 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,279 8 0.24 721 -0.41 0.1268
2024-10-02 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,271 261 8.67 723 39.04 0.1292
2024-07-31 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,010 42 1.42 521 -8.13 0.1010
2024-04-12 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,968 -45 -1.49 567 15.04 0.1108
2024-01-19 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,013 140 4.87 493 22.08 0.1039
2023-10-11 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,873 10 0.35 403 5.22 0.0981
2023-07-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,863 0 0.00 383 2.13 0.0927
2023-04-18 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,863 0 0.00 375 -6.95 0.0967
2023-01-19 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,863 479 20.09 403 42.40 0.1103
2022-10-19 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,384 -179 -6.98 283 -21.82 0.0854
2022-07-18 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,563 -526 -17.03 362 -9.95 0.1067
2022-04-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,089 -13 -0.42 402 -3.13 0.1082
2022-01-18 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,102 1 0.03 415 -3.71 0.1108
2021-10-19 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,101 0 0.00 431 -5.27 0.1372
2021-07-20 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,101 -137 -4.23 455 5.57 0.1389
2021-04-27 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,238 163 5.30 431 11.37 0.1379
2021-02-01 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,075 -99 -3.12 387 0.26 0.1195
2020-11-03 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,174 124 4.07 386 4.89 0.1408
2020-08-11 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,050 -310 -9.23 368 -1.34 0.1498
2020-04-30 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,360 -902 -21.16 373 -34.68 0.1833
2020-01-30 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,262 332 8.45 571 -0.17 0.2622
2019-11-01 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,930 72 1.87 572 7.52 0.2834
2019-08-12 2019-06-30 13F INTERNATIONAL BUSINESS MA COM 459200101 3,858 680 21.40 532 18.75 0.3196
2019-04-25 2019-03-31 13F INTERNATIONAL BUSINESS MA COM 459200101 3,178 592 22.89 448 52.38 0.2800
2019-02-15 2018-12-31 13F/A-2 INTERNATIONAL BUSINESS MA COM 459200101 2,586 2 0.08 294 -24.62 0.2229
2019-02-13 2018-12-31 13F/A-1 INTERNATIONAL BUSINESS MA COM 459200101 2,854 268 317 0.2403
2019-01-25 2018-12-31 13F I SHARES RUSSELL 1000 VALUE ETF 459200101 2,586 2 294
2018-10-31 2018-09-30 13F INTERNATIONAL BUSINESS MA COM 459200101 2,584 0 0.00 390 8.33 0.2616
2018-07-26 2018-06-30 13F INTERNATIONAL BUSINESS MA COM 459200101 2,584 -111 -4.12 360 -12.83 0.2704
2018-05-04 2018-03-31 13F INTERNATIONAL BUSINESS MA COM 459200101 2,695 358 15.32 413 15.04 0.3366
2018-03-06 2017-12-31 13F INTERNATIONAL BUSINESS MA COM 459200101 2,337 2,337 359 0.3639
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.