International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionFinancial Engines Advisors L.L.C.
Latest Disclosed Ownership10,985 shares
Latest Disclosed Value $ 2,662,583
Financial Engines Advisors L.L.C. reports 4.26% decrease in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Financial Engines Advisors L.L.C. filed a 13F-HR form disclosing ownership of 10,985 shares of International Business Machines Corporation (MX:IBM) valued at $2,662,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,474 shares of International Business Machines Corporation. This represents a change in shares of -4.26% 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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,985 -489 -4.26 2,663 -21.66 0.0054
2026-02-12 2025-12-31 13F INTERNATIONAL BUSINESS COM 459200101 11,474 208 1.85 3,399 6.92 0.0064
2025-11-17 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,266 1,092 10.73 3,179 5.97 0.0061
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,174 462 4.76 2,999 24.18 0.0060
2025-05-12 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,712 -689 -6.62 2,415 5.64 0.0052
2025-02-12 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,401 2,928 39.18 2,286 38.38 0.0048
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,473 1,831 32.45 1,652 69.44 0.0034
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,642 440 8.46 976 -1.81 0.0022
2024-05-13 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,202 1,861 55.70 993 81.87 0.0022
2024-02-13 2023-12-31 13F INTL BUSINESS MACHINES Common Stock 459200101 3,341 -1,693 -33.63 546 -22.66 0.0013
2023-11-13 2023-09-30 13F INTL BUSINESS MACHINES Common Stock 459200101 5,034 792 18.67 706 24.51 0.0019
2023-08-11 2023-06-30 13F INTL BUSINESS MACHINES Common Stock 459200101 4,242 643 17.87 568 20.38 0.0014
2023-05-12 2023-03-31 13F INTL BUSINESS MACHINES Common Stock 459200101 3,599 232 6.89 472 -0.63 0.0013
2023-02-14 2022-12-31 13F INTL BUSINESS MACHINES Common Stock 459200101 3,367 215 6.82 474 26.74 0.0014
2022-11-10 2022-09-30 13F INTL BUSINESS MACHINES Common Stock 459200101 3,152 -289 -8.40 374 -22.89 0.0012
2022-08-11 2022-06-30 13F International Business Machines Common Stock 459200101 3,441 3,441 485 0.0015
2022-05-12 2022-03-31 13F International Business Machines Common Stock 459200101 0 -2,847 -100.00 0 -100.00
2022-02-10 2021-12-31 13F International Business Machines Common Stock 459200101 2,847 -639 -18.33 381 -21.28 0.0010
2021-11-12 2021-09-30 13F International Business Machines Common Stock 459200101 3,486 -1,773 -33.71 484 -37.22 0.0014
2021-08-12 2021-06-30 13F International Business Machines Common Stock 459200101 5,259 -900 -14.61 771 -6.09 0.0022
2021-05-12 2021-03-31 13F/A-1 International Business Machines Common Stock 459200101 6,159 2,446 65.88 821 75.80 0.0026
2021-05-12 2021-03-31 13F International Business Machines Common Stock 459200101 6,159 821 0.0026
2021-02-11 2020-12-31 13F International Business Machines Common Stock 459200101 3,713 -2,851 -43.43 467 -41.55 0.0016
2020-11-12 2020-09-30 13F International Business Machines Common Stock 459200101 6,564 3,103 89.66 799 91.15 0.0032
2020-08-13 2020-06-30 13F International Business Machines Common Stock 459200101 3,461 3,461 418 0.0018
2018-05-02 2018-03-31 13F IBM COM 459200101 0 -504 -100.00 0 -100.00
2018-02-02 2017-12-31 13F IBM COM 459200101 504 504 77 0.0022
2017-08-02 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -19 -100.00 0 -100.00
2017-05-03 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19 19 3 0.0001
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.