International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership1,896 shares
Latest Disclosed Value $ 459,571
HCR Wealth Advisors reports 0.90% increase in ownership of IBM / International Business Machines Corporation

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 1,896 shares of International Business Machines Corporation (MX:IBM) valued at $459,571 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,879 shares of International Business Machines Corporation. This represents a change in shares of 0.90% 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 IBM Common Stock 459200101 1,896 17 0.90 460 -17.45 0.0477
2026-01-27 2025-12-31 13F IBM Common Stock 459200101 1,879 126 7.19 557 10.76 0.0551
2025-10-03 2025-09-30 13F IBM Common Stock 459200101 1,753 0 0.00 503 -2.71 0.0520
2025-07-17 2025-06-30 13F IBM Common Stock 459200101 1,753 -300 -14.61 517 1.18 0.0608
2025-04-21 2025-03-31 13F IBM Common Stock 459200101 2,053 300 17.11 510 32.47 0.0665
2025-01-14 2024-12-31 13F IBM Common Stock 459200101 1,753 -1 -0.06 385 -0.52 0.0483
2024-10-10 2024-09-30 13F IBM Common Stock 459200101 1,754 0 0.00 388 27.72 0.0507
2024-08-07 2024-06-30 13F IBM Common Stock 459200101 1,754 0 0.00 303 -9.28 0.0434
2024-05-10 2024-03-31 13F IBM Common Stock 459200101 1,754 0 0.00 335 16.78 0.0508
2024-02-09 2023-12-31 13F IBM Common Stock 459200101 1,754 216 14.04 287 33.02 0.0453
2023-10-20 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,538 0 0.00 216 4.88 0.0473
2023-08-10 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,538 1,538 206 0.0381
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,538 -100.00 0 -100.00
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,538 1,538 217 0.0455
2022-11-07 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,538 -100.00 0 -100.00
2022-08-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,538 1,538 217 0.0436
2022-05-04 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,549 -100.00 0 -100.00
2022-02-04 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,549 11 0.72 207 -3.27 0.0321
2021-11-02 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,538 0 0.00 214 -4.89 0.0357
2021-07-21 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,538 0 0.00 225 9.76 0.0391
2021-05-13 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,538 -3,439 -69.10 205 -67.25 0.0405
2021-02-04 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,977 30 0.61 626 3.99 0.1310
2020-11-05 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,947 0 0.00 602 2.73 0.1376
2020-07-30 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,947 -3 -0.06 586 6.74 0.1375
2020-05-08 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,950 -405 -7.56 549 -23.54 0.1571
2020-02-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,355 2,990 126.43 718 108.72 0.1742
2019-11-07 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,365 -3,127 -56.94 344 -54.56 0.1142
2019-07-25 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,492 -19,305 -77.85 757 -76.53 0.2153
2019-05-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,797 21,380 625.70 3,226 755.70 0.9269
2019-01-31 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,417 339 11.01 377 -7.14 0.1218
2018-11-08 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,078 -75 -2.38 406 -7.94 0.1323
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,153 500 18.85 441 8.35 0.1447
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,653 3 0.11 407 0.00 0.1411
2018-02-13 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,650 -26 -0.97 407 4.90 0.1422
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,676 579 27.61 388 26.38 0.1633
2017-08-16 2017-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 2,097 -10 -0.47 307 -16.35 0.1516
2017-05-11 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,107 6 0.29 367 5.16 0.1880
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,101 2,101 349 0.1844
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.