International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership36,587 shares
Latest Disclosed Value $ 8,868,253
Avantax Planning Partners, Inc. reports 1.25% decrease in ownership of IBM / International Business Machines Corporation

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 36,587 shares of International Business Machines Corporation (MX:IBM) valued at $8,868,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 37,050 shares of International Business Machines Corporation. This represents a change in shares of -1.25% 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 36,587 -463 -1.25 8,868 -19.19 0.2435
2026-02-05 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,050 -639 -1.70 10,974 3.20 0.3070
2025-10-31 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,689 988 2.69 10,634 -1.70 0.3049
2025-08-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,701 -340 -0.92 10,819 17.46 0.3432
2025-04-29 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,041 -4,919 -11.72 9,211 -0.14 0.3261
2025-02-07 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,960 -289 -0.68 9,224 -1.25 0.3325
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,249 -12,899 -23.39 9,340 -2.07 0.3350
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 55,148 -1,576 -2.78 9,538 -11.96 0.3066
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 56,724 26,168 85.64 10,832 116.77 0.3508
2024-02-09 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,556 -1,766 -5.46 4,997 10.21 0.1904
2023-11-06 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,322 -11,413 -26.10 4,535 -22.52 0.1897
2023-07-18 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 43,735 274 0.63 5,852 2.72 0.2327
2023-04-21 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 43,461 -1,533 -3.41 5,697 -10.13 0.2314
2023-02-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 44,994 -21 -0.05 6,339 18.53 0.2516
2022-10-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 45,015 2,151 5.02 5,348 -11.63 0.2409
2022-07-18 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,864 6,722 18.60 6,052 28.79 0.2585
2022-05-09 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,142 1,522 4.40 4,699 1.56 0.1865
2022-01-28 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,620 2,353 7.29 4,627 3.21 0.1903
2021-10-27 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,267 283 0.88 4,483 -4.37 0.2068
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,984 11,145 53.48 4,688 68.82 0.2199
2021-05-06 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,839 3,076 17.32 2,777 24.19 0.1432
2021-02-04 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,763 -2,665 -13.05 2,236 -10.06 0.1151
2020-10-28 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,428 -313 -1.51 2,486 -0.76 0.1314
2020-07-15 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,741 3,065 17.34 2,505 27.74 0.1415
2020-04-27 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,676 4,306 32.21 1,961 9.43 0.1365
2020-01-15 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,370 -1,051 -7.29 1,792 -14.54 0.1054
2019-11-08 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,421 570 4.12 2,097 7.70 0.1288
2019-08-07 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,851 2,732 24.57 1,947 24.09 0.1260
2019-05-08 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,119 1,889 20.47 1,569 49.57 0.1089
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,230 -2,102 -18.55 1,049 -38.80 0.0791
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,332 340 3.09 1,714 11.59 0.1372
2018-08-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,992 -120 -1.08 1,536 -9.91 0.1372
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,112 966 9.52 1,705 9.51 0.1464
2018-02-09 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,146 -4,054 -28.55 1,557 -24.42 0.1426
2017-10-19 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,200 589 4.33 2,060 -1.62 0.1623
2017-07-27 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,611 841 6.59 2,094 -5.85 0.1764
2017-04-12 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,770 -320 -2.44 2,224 2.35 0.1988
2017-02-09 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,090 13,090 2,173 0.2318
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.