International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionBlueSky Wealth Advisors, LLC
Latest Disclosed Ownership3,416 shares
Latest Disclosed Value $ 828,018
BlueSky Wealth Advisors, LLC reports 20.03% increase in ownership of IBM / International Business Machines Corporation

On April 16, 2026 - BlueSky Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,416 shares of International Business Machines Corporation (MX:IBM) valued at $828,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,846 shares of International Business Machines Corporation. This represents a change in shares of 20.03% 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)
2026-04-16 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,416 570 20.03 828 -1.78 0.1066
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,846 -17 -0.59 843 4.46 0.1112
2025-10-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,863 0 0.00 808 -4.27 0.1089
2025-07-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,863 0 0.00 844 18.57 0.1226
2025-04-21 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,863 -323 -10.14 712 1.57 0.1103
2025-01-16 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,186 0 0.00 700 -0.57 0.1095
2024-10-11 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,186 0 0.00 704 27.77 0.1094
2024-07-17 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,186 590 22.73 551 11.31 0.0927
2024-04-12 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,596 -26 -0.99 496 15.65 0.3879
2024-02-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,622 25 0.96 429 17.58 0.0797
2023-10-18 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,597 0 0.00 364 4.90 0.0745
2023-07-27 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,597 721 38.43 347 41.63 0.0698
2023-05-10 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,876 21 1.13 246 -6.13 0.0508
2023-02-01 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,855 -72 -3.74 261 13.97 0.0578
2022-11-03 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,927 1,927 229 0.0531
2022-04-26 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -9,821 -100.00 0 -100.00
2022-01-13 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,821 9,821 1,313 0.0388
2021-07-27 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,611 -100.00 0 -100.00
2021-04-23 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,611 0 0.00 217 6.90 0.0489
2021-02-03 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,611 0 0.00 203 0.50 0.0490
2020-10-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,611 -138 -7.89 202 -4.27 0.0527
2020-07-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,749 1,749 211 0.0603
2020-04-21 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,776 -100.00 0 -100.00
2020-02-12 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,776 27 1.54 243 -0.41 0.0794
2019-10-15 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,749 0 0.00 244 1.24 0.0841
2019-08-05 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,749 -100 -5.41 241 -8.37 0.0858
2019-05-08 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,849 82 4.64 263 11.91 0.0950
2019-02-01 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,767 1,767 235 0.0919
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.