International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership9,963 shares
Latest Disclosed Value $ 2,414,849
WealthPLAN Partners, LLC reports 28.64% decrease in ownership of IBM / International Business Machines Corporation

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 9,963 shares of International Business Machines Corporation (MX:IBM) valued at $2,414,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 13,962 shares of International Business Machines Corporation. This represents a change in shares of -28.64% 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)
2026-04-29 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,963 -3,999 -28.64 2,415 -41.62 0.3937
2026-02-12 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,962 -1,228 -8.08 4,136 -3.52 0.6179
2025-10-27 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,190 -957 -5.93 4,286 -9.94 0.6424
2025-07-28 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,147 -6,074 -27.33 4,760 -13.86 0.7660
2025-05-12 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,221 -90 -0.40 5,526 12.66 0.7789
2025-01-30 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,311 -1,367 -5.77 4,905 -6.30 0.6957
2024-11-05 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,678 -5,571 -19.05 5,235 3.48 0.7028
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,249 -895 -2.97 5,059 -12.13 0.5431
2024-05-07 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,144 -14,854 -33.01 5,756 -21.78 0.5960
2024-01-05 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 44,998 826 1.87 7,359 18.75 0.7565
2023-11-02 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 44,172 21,898 98.31 6,197 107.95 0.7202
2023-07-31 2023-06-30 13F International Business Machines Stock/ETF 459200101 22,274 19,274 642.47 2,980 658.27 0.4216
2023-05-10 2023-03-31 13F International Business Machines Stock/ETF 459200101 3,000 -1,505 -33.41 393 -35.78 0.0447
2023-02-16 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,505 246 5.78 613 8.70 0.0428
2022-05-03 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,259 1,591 59.63 563 58.15 0.0391
2022-02-01 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,668 -214 -7.43 356 1.71 0.0235
2021-12-09 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,882 25 0.88 350 -13.79 0.0233
2021-08-19 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,857 347 13.82 406 10.93 0.0286
2021-05-11 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,510 476 23.40 366 48.78 0.0284
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,034 2,034 246 0.0209
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,512 -100.00 0 -100.00
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,512 1,512 235 0.0277
2019-11-15 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,409 -100.00 0 -100.00
2019-08-19 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,409 354 17.23 327 18.48 0.0492
2019-05-16 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,055 -1 -0.05 276 -2.82 0.0431
2019-02-20 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,056 -1,547 -42.94 284 -32.70 0.0457
2018-11-21 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,603 -409 -10.19 422 -24.64 0.0770
2018-08-16 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,012 2,292 133.26 560 112.12 0.1148
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,720 325 23.30 264 23.36 0.0579
2018-02-16 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,395 -100 -6.69 214 -1.38 0.0573
2017-11-14 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,495 -790 -34.57 217 -38.35 0.0609
2017-08-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,285 2,146 1,543.88 352 1,366.67 0.1011
2017-04-19 2017-03-31 13F INTL BUSINESS Common Stock 459200101 139 -7,742 -98.24 24 -98.05 0.0834
2016-12-09 2016-09-30 13F INTL BUSINESS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 459200101 7,881 -6,995 -47.02 1,233 2.75 0.4015
2016-08-08 2016-06-30 13F International Business Machines Common Stock 459200101 14,876 -8,164 -35.43 1,201 16.39 0.1541
2016-03-24 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,040 16,277 240.68 1,031 -6.27 0.1676
2015-08-10 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,763 118 1.78 1,100 3.19 0.4812
2015-05-04 2015-03-31 13F International Business Machines Common Stock 459200101 6,645 6,645 1,066 0.4963
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.