International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCapital Wealth Planning, LLC
Latest Disclosed Ownership2,649,879 shares
Latest Disclosed Value $ 642,304,075
Capital Wealth Planning, LLC reports 8.42% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Capital Wealth Planning, LLC filed a 13F-HR form disclosing ownership of 2,649,879 shares of International Business Machines Corporation (MX:IBM) valued at $642,304,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,444,051 shares of International Business Machines Corporation. This represents a change in shares of 8.42% 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 2,649,879 205,828 8.42 642,304 -10.72 2.8062
2026-02-11 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,444,051 266,490 12.24 719,394 17.08 4.6571
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,177,561 -141,004 -6.08 614,421 -10.10 4.3308
2025-08-07 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,318,565 200,949 9.49 683,467 29.80 5.3895
2025-05-12 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,117,616 44,723 2.16 526,566 15.56 4.5653
2025-02-05 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,072,893 78,198 3.92 455,684 3.33 4.2143
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,994,695 416,035 26.35 440,987 61.52 4.1143
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,578,660 127,892 8.82 273,029 -1.45 2.8612
2024-05-07 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,450,768 393,680 37.24 277,039 60.24 2.9618
2024-02-08 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,057,088 1,057,088 172,887 1.9793
2021-11-03 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,328 -100.00 0 -100.00
2021-08-03 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,328 0 0.00 342 10.32 0.0096
2021-04-19 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,328 -35 -1.48 310 10.71 0.0101
2021-01-25 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,363 355 17.68 280 14.75 0.0108
2020-11-10 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,008 -298 -12.92 244 -12.54 0.0121
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,306 -1,951 -45.83 279 -40.89 0.0159
2020-04-30 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,257 -911 -17.63 472 -31.89 0.0297
2020-02-26 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,168 -287,567 -98.23 693 -98.23 0.0410
2019-11-12 2019-09-30 13F INTERNATIONAL BUSINESS MACHS E 459200101 292,735 39,336 15.52 39,247 12.31 2.4914
2019-08-02 2019-06-30 13F INTERNATIONAL BUSINESS MACHS E 459200101 253,399 253,399 34,944 2.5341
2019-02-12 2018-12-31 13F International Business Machines E 459200101 0 -8,120 -100.00 0 -100.00
2018-11-13 2018-09-30 13F International Business Machines E 459200101 8,120 325 4.17 1,228 12.87 0.8380
2018-08-13 2018-06-30 13F International Business Machines E 459200101 7,795 7,795 1,088 0.7573
2018-02-14 2017-12-31 13F International Business Machines E 459200101 0 -2,548 -100.00 0 -100.00
2017-11-15 2017-09-30 13F International Business Machines E 459200101 2,548 -6,940 -73.15 370 -74.66 0.2915
2017-08-10 2017-06-30 13F International Business Machines COM 459200101 9,488 -9,713 -50.59 1,460 -56.34 0.2337
2017-05-10 2017-03-31 13F International Business Machines E 459200101 19,201 7,510 64.24 3,344 72.37 2.8238
2017-02-15 2016-12-31 13F International Business Machines E 459200101 11,691 1,824 18.49 1,940 23.72 1.7148
2016-11-15 2016-09-30 13F International Business Machines E 459200101 9,867 0 0.00 1,568 4.32 1.2106
2016-08-12 2016-06-30 13F International Business Machines E 459200101 9,867 0 0.00 1,503 0.60 1.1328
2016-05-12 2016-03-31 13F International Business Machines E 459200101 9,867 0 0.00 1,494 10.01 1.0743
2016-02-12 2015-12-31 13F International Business Machines E 459200101 9,867 0 0.00 1,358 -4.16 1.2464
2015-11-13 2015-09-30 13F International Business Machines E 459200101 9,867 0 0.00 1,417 -11.71 1.1293
2015-08-13 2015-06-30 13F International Business Machines E 459200101 9,867 0 0.00 1,605 1.33 0.9581
2015-05-13 2015-03-31 13F International Business Machines E 459200101 9,867 -2,236 -18.47 1,584 -18.48 0.8251
2015-02-13 2014-12-31 13F/A-1 International Business Machines E 459200101 12,103 -10,765 -47.07 1,943 -55.25 0.9062
2014-11-17 2014-09-30 13F International Business Machines E 459200101 22,868 -2,697 -10.55 4,342 -6.30 1.7611
2014-08-20 2014-06-30 13F International Business Machines E 459200101 25,565 9,166 55.89 4,634 46.83 1.7132
2014-05-16 2014-03-31 13F International Business Machines E 459200101 16,399 16,399 94.12 3,156 101.79 1.3588
2014-02-10 2013-12-31 13F International Business Machines E 459200101 0 -8,448 -100.00 0 -100.00
2013-11-14 2013-09-30 13F International Business Machines E 459200101 8,448 8,448 1,564 0.7039
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.