International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership1,060,150 shares
Latest Disclosed Value $ 256,969,715
Envestnet Asset Management Inc reports 14.98% decrease in ownership of IBM / International Business Machines Corporation

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 1,060,150 shares of International Business Machines Corporation (MX:IBM) valued at $256,969,715 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,246,919 shares of International Business Machines Corporation. This represents a change in shares of -14.98% 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)
2026-05-04 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,060,150 -186,769 -14.98 256,970 -30.43 0.0688
2026-02-10 2025-12-31 13F INTERNATIONAL BUSINESS COM 459200101 1,246,919 -33,877 -2.64 369,350 2.20 0.1096
2025-11-05 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,280,796 -134,247 -9.49 361,389 -13.36 0.1040
2025-08-01 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,415,043 75,393 5.63 417,125 25.22 0.1217
2025-04-29 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,339,650 -21,996 -1.62 333,117 11.29 0.1074
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,361,646 3,573 0.26 299,331 -0.30 0.0961
2024-11-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,358,073 48,653 3.72 300,243 32.58 0.0969
2024-08-08 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,309,420 68,198 5.49 226,464 -4.45 0.0789
2024-05-13 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,241,222 31,744 2.62 237,024 19.82 0.0885
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,209,478 -9,900 -0.81 197,810 15.63 0.0818
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,219,378 164,847 15.63 171,079 21.24 0.0783
2023-08-04 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,054,531 -1,932,478 -64.70 141,107 9.38 0.0625
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,987,009 2,035,129 213.80 129,002 -3.81 0.0620
2023-02-07 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 951,880 254,517 36.50 134,110 61.86 0.0694
2022-11-10 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 697,363 99,615 16.67 82,854 -1.83 0.0473
2022-08-03 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 597,748 149,599 33.38 84,396 44.84 0.0472
2022-05-04 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 448,149 49,232 12.34 58,268 9.28 0.0293
2022-02-04 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 398,917 -113,894 -22.21 53,319 -25.16 0.0264
2021-10-07 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 512,811 -22,598 -4.22 71,245 -9.22 0.0391
2021-08-04 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 535,409 47,163 9.66 78,485 20.63 0.0446
2021-05-04 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 488,246 41,490 9.29 65,064 15.69 0.0423
2021-02-02 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 446,756 -21,754 -4.64 56,238 -1.34 0.0425
2020-10-09 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 468,510 -33,902 -6.75 57,004 -6.05 0.0505
2020-07-08 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 502,412 180,325 55.99 60,676 69.82 0.0594
2020-04-23 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 322,087 -90,262 -21.89 35,729 -35.36 0.0424
2020-02-11 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 412,349 34,712 9.19 55,271 0.65 0.0583
2019-10-17 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 377,637 27,163 7.75 54,916 13.63 0.0600
2019-08-02 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 350,474 38,953 12.50 48,330 9.95 0.0609
2019-05-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 311,521 66,013 26.89 43,956 57.51 0.0603
2019-02-12 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 245,508 149,747 156.38 27,907 92.73 0.0432
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 95,761 -16,629 -14.80 14,480 -7.78 0.0251
2018-08-10 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 112,390 76,275 211.20 15,702 188.48 0.0359
2018-05-09 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,115 -99,885 -73.44 5,443 -73.91 0.0154
2018-02-20 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 136,000 9,929 7.88 20,863 14.07 0.0464
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 126,071 10,148 8.75 18,289 2.56 0.0438
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 115,923 14,645 14.46 17,833 1.11 0.0493
2017-05-09 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 101,278 -22,335 -18.07 17,638 -14.01 0.0565
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 123,613 24,537 24.77 20,512 30.33 0.0744
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 99,076 -20,405 -17.08 15,738 -13.22 0.0609
2016-08-15 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 119,481 7,295 6.50 18,135 6.73 0.0723
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 112,186 27,066 31.80 16,991 45.05 0.0732
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 85,120 -221 -0.26 11,714 -5.32 0.0532
2015-11-13 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 85,341 16,943 24.77 12,372 11.20 0.0614
2015-08-13 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 68,398 15,231 28.65 11,126 30.39 0.0529
2015-05-15 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 53,167 33,966 176.90 8,533 176.96 0.0441
2015-02-12 2014-12-31 13F International Business Machines COM 459200101 19,201 4,544 31.00 3,081 10.75 0.0313
2014-11-13 2014-09-30 13F International Business Machines COM 459200101 14,657 3,518 31.58 2,782 37.79 0.0280
2014-08-14 2014-06-30 13F * INTERNATIONAL BUSINESS MACHS COM 459200101 11,139 116 1.05 2,019 -4.85 0.0210
2014-05-12 2014-03-31 13F International Business Machines COM 459200101 11,023 1,000 9.98 2,122 12.87 0.0235
2014-02-12 2013-12-31 13F International Business Machines COM 459200101 10,023 -101 -1.00 1,880 0.27 0.0215
2013-11-12 2013-09-30 13F International Business Machines COM 459200101 10,124 -6,312 -38.40 1,875 -40.31 0.0229
2013-08-09 2013-06-30 13F Intl. Business Machines COM 459200101 16,436 16,436 3,141 0.0406
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.