International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership49,253 shares
Latest Disclosed Value $ 11,938,468
Arkadios Wealth Advisors reports 30.61% increase in ownership of IBM / International Business Machines Corporation

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 49,253 shares of International Business Machines Corporation (MX:IBM) valued at $11,938,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,710 shares of International Business Machines Corporation. This represents a change in shares of 30.61% 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)
2026-05-18 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 49,253 11,543 30.61 11,938 6.89 0.1257
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 37,710 5,907 18.57 11,170 24.47 0.2165
2025-10-29 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 31,803 5,518 20.99 8,974 15.81 0.2153
2025-08-04 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 26,285 815 3.20 7,749 22.34 0.2285
2025-05-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 25,470 7,484 41.61 6,333 60.21 0.2392
2025-01-15 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 17,986 -749 -4.00 3,954 -4.54 0.2156
2024-10-24 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 18,735 1,380 7.95 4,142 37.99 0.2346
2024-07-29 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 17,355 1,993 12.97 3,001 2.32 0.2024
2024-04-30 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 15,362 316 2.10 2,933 19.23 0.2274
2024-01-24 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 15,046 237 1.60 2,461 18.44 0.2081
2023-10-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,809 7,928 115.22 2,078 125.76 0.1971
2023-07-26 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,881 -96 -1.38 921 0.66 0.1071
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,977 955 15.86 915 7.78 0.1089
2023-01-11 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,022 -76 -1.25 848 0.1125
2022-10-21 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,098 2,340 62.27 1 0.1099
2022-07-14 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,758 196 5.50 1 0.0790
2022-05-02 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,562 -1,943 -35.30 0 0.0606
2022-02-03 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,505 -2,541 -31.58 1 -100.00 0.0975
2021-10-19 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 8,046 1,760 28.00 1 0.1610
2021-07-28 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,286 3,624 136.14 1 0.1122
2021-04-26 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,662 -581 -17.92 0 0.0583
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,243 926 39.97 0 -100.00 0.0856
2020-11-10 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM Common Stock 459200101 2,317 476 25.86 292 31.67 0.1464
2020-08-10 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM Common Stock 459200101 1,841 -328 -15.12 222 -7.92 0.1231
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM Common Stock 459200101 2,169 96 4.63 241 -24.76 0.1534
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM Common Stock 459200101 2,073 2,073 320 0.1916
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.