International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAberdeen Wealth Management LLC
Latest Disclosed Ownership2,859 shares
Latest Disclosed Value $ 692,993
Aberdeen Wealth Management LLC ownership in IBM / International Business Machines Corporation

On May 15, 2026 - Aberdeen Wealth Management LLC filed a 13F-HR form disclosing ownership of 2,859 shares of International Business Machines Corporation (MX:IBM) valued at $692,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,859 shares of International Business Machines Corporation. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,859 0 0.00 693 -18.20 0.3158
2026-02-12 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,859 0 0.00 847 4.96 0.3920
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,859 0 0.00 807 -4.28 0.5067
2025-08-14 2025-06-30 13F Intl Business Machines Common 459200101 2,859 0 0.00 843 18.59 0.5603
2025-05-16 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,859 0 0.00 711 13.06 0.4904
2025-02-21 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,859 0 0.00 628 -0.63 0.4306
2024-11-08 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,859 -100 -3.38 632 23.68 0.4157
2024-08-02 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,959 50 1.72 512 -7.93 0.3460
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,909 0 0.00 556 16.84 0.3234
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,909 0 0.00 476 16.42 0.3451
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,909 0 0.00 408 4.88 0.3075
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,909 25 0.87 389 2.91 0.2813
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,884 0 0.00 378 -6.90 0.2819
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,884 0 0.00 406 18.37 0.3065
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,884 0 0.00 343 -15.72 0.3021
2022-08-10 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,884 -1 -0.03 407 8.53 0.3234
2022-05-12 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,885 15 0.52 375 -2.34 0.2554
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,870 1 0.03 384 -3.76 0.2504
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,869 0 0.00 399 -5.23 0.3863
2021-07-23 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,869 0 0.00 421 10.21 0.3881
2021-05-13 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,869 0 0.00 382 5.82 0.3036
2021-02-10 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,869 -50 -1.71 361 1.69 0.2724
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,919 -519 -15.10 355 -14.46 0.3380
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,438 519 17.78 415 28.09 0.4447
2020-05-08 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,919 -26 -0.88 324 -17.97 0.3940
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,945 2,945 395 0.2943
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.