International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership37,594 shares
Latest Disclosed Value $ 9,112,315
BKD Wealth Advisors, LLC reports 0.34% increase in ownership of IBM / International Business Machines Corporation

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 37,594 shares of International Business Machines Corporation (MX:IBM) valued at $9,112,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 37,466 shares of International Business Machines Corporation. This represents a change in shares of 0.34% 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 37,594 128 0.34 9,112 -17.89 0.1730
2026-02-10 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,466 -1,087 -2.82 11,098 2.01 0.2095
2025-10-30 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 38,553 313 0.82 10,878 -3.50 0.2160
2025-07-29 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 38,240 -96 -0.25 11,272 18.25 0.2432
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 38,336 5,426 16.49 9,533 31.77 0.2286
2025-02-04 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,910 -820 -2.43 7,235 -2.99 0.1667
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,730 -2,892 -7.90 7,457 17.75 0.1714
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,622 3,011 8.96 6,334 -1.32 0.1581
2024-04-19 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,611 -2,879 -7.89 6,418 7.56 0.1631
2024-01-11 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,490 -1,823 -4.76 5,968 11.01 0.1662
2023-10-26 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 38,313 -10,953 -22.23 5,375 -18.46 0.1622
2023-08-08 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 49,266 13,077 36.14 6,592 38.95 0.1931
2023-04-27 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,189 181 0.50 4,744 -6.49 0.1553
2023-02-03 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,008 1,390 4.02 5,073 23.34 0.1773
2022-10-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,618 1,256 3.76 4,113 -12.68 0.1660
2022-07-22 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,362 3,790 12.82 4,710 22.50 0.1905
2022-05-10 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,572 2,846 10.65 3,845 7.64 0.1629
2022-01-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,726 1,655 6.60 3,572 2.56 0.1503
2021-10-14 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,071 1,554 6.61 3,483 1.02 0.1600
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,517 910 4.03 3,448 14.44 0.1604
2021-04-23 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,607 3,366 17.49 3,013 24.40 0.1497
2021-01-22 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,241 3,222 20.11 2,422 24.27 0.1213
2020-11-05 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,019 3,032 23.35 1,949 24.30 0.1135
2020-07-15 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,987 5,056 63.75 1,568 78.18 0.1016
2020-04-10 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,931 1,375 20.97 880 0.11 0.0722
2020-01-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,556 1,542 30.75 879 20.58 0.0633
2019-10-28 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,014 260 5.47 729 11.13 0.0583
2019-07-10 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,754 -417 -8.06 656 -10.01 0.0532
2019-04-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,171 -45 -0.86 729 22.93 0.0605
2019-01-28 2018-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,216 -5,205 -49.95 593 -62.35 0.0606
2019-01-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,216 -5,205 593 0.0548
2018-10-09 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,421 44 0.42 1,575 8.62 0.1380
2018-07-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,377 -628 -5.71 1,450 -14.10 0.1409
2018-05-25 2018-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 11,005 -718 -6.12 1,688 -6.17 0.1692
2018-04-20 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,030 -693 1,641
2018-01-18 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,723 -775 -6.20 1,799 -0.77 0.1799
2017-10-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,498 -759 -5.73 1,813 -11.13 0.1995
2017-07-10 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,257 527 4.14 2,040 -7.98 0.2313
2017-04-13 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,730 316 2.55 2,217 7.57 0.2707
2017-01-06 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,414 3,069 32.84 2,061 38.79 0.2695
2016-10-18 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,345 -721 -7.16 1,485 -2.81 0.2068
2016-07-12 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,066 866 9.41 1,528 9.69 0.2270
2016-04-12 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,200 6 0.07 1,393 10.12 0.2223
2016-01-26 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,194 501 5.76 1,265 0.40 0.1902
2015-11-10 2015-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,693 98 1.14 1,260 -9.87 0.2219
2015-10-13 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,693 98 1,260 0.2128
2015-07-08 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,595 -28 -0.32 1,398 1.01 0.2095
2015-04-16 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,623 108 1.27 1,384 1.32 0.2004
2015-02-26 2014-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,515 173 2.07 1,366 -13.76 0.2235
2015-01-15 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,834 1,492 1,538 0.2377
2015-02-26 2014-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,342 -123 -1.45 1,584 3.19 0.2735
2014-10-10 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,075 1,610 1,901 0.3099
2015-02-26 2014-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,465 1,153 15.77 1,535 9.10 0.2616
2014-07-11 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,198 2,886 1,848 0.2942
2014-04-29 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,312 367 5.28 1,407 7.98 0.2487
2014-01-14 2013-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 6,945 -202 -2.83 1,303 -1.59 0.2413
2014-01-13 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,890 2,607
2014-01-16 2013-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 7,147 1,573 28.22 1,324 24.32 0.2714
2013-11-14 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,294 2,649
2013-07-19 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,574 5,574 1,065 0.8433
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.