International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionEncompass Wealth Advisors, Llc
Latest Disclosed Ownership1,239 shares
Latest Disclosed Value $ 300,302
Encompass Wealth Advisors, Llc reports 3.34% increase in ownership of IBM / International Business Machines Corporation

On April 21, 2026 - Encompass Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,239 shares of International Business Machines Corporation (MX:IBM) valued at $300,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,199 shares of International Business Machines Corporation. This represents a change in shares of 3.34% 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)
2026-04-21 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,239 40 3.34 300 -15.49 0.1045
2026-01-22 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,199 2 0.17 355 5.34 0.1208
2025-10-22 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,197 0 0.00 338 -4.26 0.1150
2025-07-16 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,197 7 0.59 353 18.92 0.1293
2025-04-22 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,190 -220 -15.60 296 -4.21 0.1205
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,410 -1,898 -57.38 310 -57.73 0.1252
2024-11-05 2024-09-30 13F International Business Machines Common Stock 459200101 3,308 162 5.15 731 34.38 0.1830
2024-08-08 2024-06-30 13F International Business Machines Common Stock 459200101 3,146 -175 -5.27 544 -14.20 0.1442
2024-05-13 2024-03-31 13F International Business Machines Common Stock 459200101 3,321 2 0.06 634 16.97 0.1684
2024-02-13 2023-12-31 13F International Business Machines Common Stock 459200101 3,319 4 0.12 543 16.56 0.1629
2023-11-07 2023-09-30 13F International Business Machines Common Stock 459200101 3,315 186 5.94 465 11.24 0.1547
2023-08-09 2023-06-30 13F International Business Machines Common Stock 459200101 3,129 -28 -0.89 419 1.21 0.1362
2023-05-05 2023-03-31 13F International Business Machines Common Stock 459200101 3,157 6 0.19 414 -6.77 0.1408
2023-02-01 2022-12-31 13F International Business Machines Common Stock 459200101 3,151 6 0.19 444 18.45 0.1619
2022-10-28 2022-09-30 13F International Business Machines Common Stock 459200101 3,145 1,043 49.62 374 25.93 0.1422
2022-08-03 2022-06-30 13F International Business Machines Common Stock 459200101 2,102 6 0.29 297 8.79 0.1051
2022-04-28 2022-03-31 13F International Business Machines Common Stock 459200101 2,096 -995 -32.19 273 -33.90 0.0689
2022-01-20 2021-12-31 13F International Business Machines Common Stock 459200101 3,091 991 47.19 413 41.92 0.1005
2021-11-16 2021-09-30 13F International Business Machines Common Stock 459200101 2,100 213 11.29 291 5.43 0.0759
2021-08-03 2021-06-30 13F International Business Machines Common Stock 459200101 1,887 3 0.16 276 0.73 0.0679
2021-05-25 2021-03-31 13F International Business Machines Common Stock 459200101 1,884 51 2.78 274 18.61 0.0699
2021-03-09 2020-12-31 13F/A-1 International Business Machines Common Stock 459200101 1,833 1,833 231 0.1330
2021-03-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 567 567 71 0.0598
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.