International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionDiversify Wealth Management, Llc
Latest Disclosed Ownership39,808 shares
Latest Disclosed Value $ 9,040,413
Diversify Wealth Management, Llc reports 100.64% increase in ownership of IBM / International Business Machines Corporation

On May 1, 2026 - Diversify Wealth Management, Llc filed a 13F-HR form disclosing ownership of 39,808 shares of International Business Machines Corporation (MX:IBM) valued at $9,040,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 19,841 shares of International Business Machines Corporation. This represents a change in shares of 100.64% 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 39,808 19,967 100.64 9,040 50.32 0.1612
2026-02-03 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,841 30 0.15 6,015 -0.38 0.2806
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,811 559 2.90 6,037 33.59 0.3484
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,252 1,678 9.55 4,520 7.42 0.2793
2025-05-01 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,574 1,997 12.82 4,207 22.90 0.3125
2025-01-16 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,577 787 5.32 3,423 -0.55 0.2668
2024-10-25 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,790 3,660 32.88 3,442 68.73 0.3315
2024-08-08 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,130 11,130 2,040 0.2537
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.