International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership2,429 shares
Latest Disclosed Value $ 588,749
First Heartland Consultants, Inc. reports 1.74% decrease in ownership of IBM / International Business Machines Corporation

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 2,429 shares of International Business Machines Corporation (MX:IBM) valued at $588,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,472 shares of International Business Machines Corporation. This represents a change in shares of -1.74% 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)
2026-04-08 2026-03-31 13F INTL BUSINESS MACH COM 459200101 2,429 -43 -1.74 589 -19.67 0.0451
2026-01-09 2025-12-31 13F INTL BUSINESS MACH COM 459200101 2,472 66 2.74 732 7.96 0.0555
2025-11-10 2025-09-30 13F INTL BUSINESS MACH COM 459200101 2,406 17 0.71 679 -3.69 0.0548
2025-08-15 2025-06-30 13F INTL BUSINESS MACH COM 459200101 2,389 230 10.65 704 31.34 0.0626
2025-05-07 2025-03-31 13F INTL BUSINESS MACH COM 459200101 2,159 -13 -0.60 537 12.37 0.0554
2025-02-18 2024-12-31 13F INTL BUSINESS MACH COM 459200101 2,172 -9 -0.41 478 0.0490
2024-11-05 2024-09-30 13F INTL BUSINESS MACH COM 459200101 2,181 6 0.28 0 0.0518
2024-07-25 2024-06-30 13F INTL BUSINESS MACH COM 459200101 2,175 -107 -4.69 0 0.0262
2024-05-07 2024-03-31 13F INTL BUSINESS MACH COM 459200101 2,282 28 1.24 0 0.0453
2024-02-08 2023-12-31 13F INTL BUSINESS MACH COM 459200101 2,254 -47 -2.04 0 0.0445
2023-11-09 2023-09-30 13F INTL BUSINESS MACH COM 459200101 2,301 -129 -5.31 0 -100.00 0.0407
2023-07-26 2023-06-30 13F INTL BUSINESS MACH COM 459200101 2,430 -92 -3.65 325 -1.52 0.0422
2023-04-17 2023-03-31 13F INTL BUSINESS MACH COM 459200101 2,522 -6 -0.24 331 -7.30 0.0497
2023-01-13 2022-12-31 13F INTL BUSINESS MACH COM 459200101 2,528 -118 -4.46 356 13.38 0.0574
2022-10-20 2022-09-30 13F INTL BUSINESS MACH COM 459200101 2,646 204 8.35 314 -8.72 0.0269
2022-07-12 2022-06-30 13F INTL BUSINESS MACH COM 459200101 2,442 57 2.39 344 10.97 0.0539
2022-04-21 2022-03-31 13F INTL BUSINESS MACH COM 459200101 2,385 -659 -21.65 310 -23.65 0.0480
2022-02-11 2021-12-31 13F INTL BUSINESS MACH COM 459200101 3,044 3 0.10 406 -3.79 0.0155
2021-11-15 2021-09-30 13F INTL BUSINESS MACH COM 459200101 3,041 -1,101 -26.58 422 -30.48 0.0642
2021-08-16 2021-06-30 13F INTL BUSINESS MACH COM 459200101 4,142 -771 -15.69 607 -7.33 0.0920
2021-05-17 2021-03-31 13F INTL BUSINESS MACH COM 459200101 4,913 621 14.47 655 21.30 0.1041
2021-01-29 2020-12-31 13F INTL BUSINESS MACH COM 459200101 4,292 527 14.00 540 17.90 0.0898
2020-10-21 2020-09-30 13F INTL BUSINESS MACH COM 459200101 3,765 86 2.34 458 3.15 0.0868
2020-07-16 2020-06-30 13F INTL BUSINESS MACH COM 459200101 3,679 801 27.83 444 39.18 0.0876
2020-05-14 2020-03-31 13F INTL BUSINESS MACH COM 459200101 2,878 -11 -0.38 319 -17.57 0.0822
2020-02-13 2019-12-31 13F INTL BUSINESS MACH COM 459200101 2,889 281 10.77 387 2.11 0.0762
2019-11-18 2019-09-30 13F INTL BUSINESS MACH COM 459200101 2,608 -202 -7.19 379 -2.07 0.0813
2019-08-12 2019-06-30 13F INTL BUSINESS MACH COM 459200101 2,810 152 5.72 387 3.20 0.0930
2019-05-15 2019-03-31 13F INTL BUSINESS MACH COM 459200101 2,658 109 4.28 375 29.31 0.1051
2019-02-12 2018-12-31 13F INTL BUSINESS MACH COM 459200101 2,549 -283 -9.99 290 -32.24 0.1083
2018-11-15 2018-09-30 13F INTL BUSINESS MACH COM 459200101 2,832 27 0.96 428 9.18 0.1339
2018-08-09 2018-06-30 13F INTL BUSINESS MACH COM 459200101 2,805 -630 -18.34 392 -25.62 0.1382
2018-05-15 2018-03-31 13F INTL BUSINESS MACH COM 459200101 3,435 -12 -0.35 527 -0.38 0.1579
2018-02-26 2017-12-31 13F INTL BUSINESS MACH COM 459200101 3,447 -1,201 -25.84 529 -21.51 0.1592
2017-11-15 2017-09-30 13F INTL BUSINESS MACH COM 459200101 4,648 233 5.28 674 -0.74 0.1639
2017-07-26 2017-06-30 13F INTL BUSINESS MACH COM 459200101 4,415 592 15.49 679 1.95 0.1760
2017-05-12 2017-03-31 13F INTL BUSINESS MACH COM 459200101 3,823 277 7.81 666 13.07 0.1859
2017-02-16 2016-12-31 13F INTL BUSINESS MACH COM 459200101 3,546 332 10.33 589 15.26 0.1787
2016-11-23 2016-09-30 13F INTL BUSINESS MACH COM 459200101 3,214 -399 -11.04 511 -6.75 0.1484
2016-08-12 2016-06-30 13F INTL BUSINESS MACH COM 459200101 3,613 96 2.73 548 2.81 0.0601
2016-05-10 2016-03-31 13F INTL BUSINESS MACH COM 459200101 3,517 282 8.72 533 19.78 0.2026
2016-02-05 2015-12-31 13F INTL BUSINESS MACH COM 459200101 3,235 -451 -12.24 445 -16.67 0.1689
2015-11-12 2015-09-30 13F INTL BUSINESS MACH COM 459200101 3,686 536 17.02 534 4.30 0.2230
2015-07-28 2015-06-30 13F INTL BUSINESS MACH COM 459200101 3,150 -155 -4.69 512 -3.40 0.1393
2015-04-24 2015-03-31 13F INTL BUSINESS MACH COM 459200101 3,305 3,305 0.00 530 0.2020
2015-02-02 2014-12-31 13F INTL BUSINESS MACH COM 459200101 0 -3,561 -100.00 0 -100.00
2014-11-13 2014-09-30 13F INTL BUSINESS MACH COM 459200101 3,561 2 0.06 676 4.81 0.2975
2014-07-16 2014-06-30 13F INTL BUSINESS MACH COM 459200101 3,559 -10 -0.28 645 -6.11 0.2915
2014-04-30 2014-03-31 13F INTL BUSINESS MACH COM 459200101 3,569 1 0.03 687 2.69 0.3382
2014-02-14 2013-12-31 13F INTL BUSINESS MACH COM 459200101 3,568 -45 -1.25 669 -0.59 0.3765
2013-11-14 2013-09-30 13F INTL BUSINESS MACH COM 459200101 3,613 18 0.50 673 -2.04 0.4066
2013-08-13 2013-06-30 13F INTL BUSINESS MACH COM 459200101 3,595 3,595 687 0.3989
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.