International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMA Private Wealth
Latest Disclosed Ownership1,977 shares
Latest Disclosed Value $ 479,205
MA Private Wealth reports 10.18% decrease in ownership of IBM / International Business Machines Corporation

On May 7, 2026 - MA Private Wealth filed a 13F-HR form disclosing ownership of 1,977 shares of International Business Machines Corporation (MX:IBM) valued at $479,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,201 shares of International Business Machines Corporation. This represents a change in shares of -10.18% 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)
2026-05-07 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,977 -224 -10.18 479 -26.42 0.0810
2026-02-03 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,201 -41 -1.83 652 3.01 0.1088
2025-11-06 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,242 34 1.54 633 -2.77 0.1064
2025-07-24 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,208 0 0.00 651 18.40 0.1164
2025-05-01 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,208 77 3.61 549 17.31 0.1033
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,131 828 63.55 468 62.50 0.0876
2024-10-23 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,303 0 0.00 288 28.00 0.0539
2024-08-05 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,303 0 0.00 225 -9.27 0.0446
2024-04-30 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,303 0 0.00 249 16.43 0.0504
2024-02-13 2023-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 1,303 1,303 213 0.0454
2024-01-25 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,303 1,303 213 0.0454
2023-05-04 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,128 -100.00 0 -100.00
2023-02-07 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,128 9 0.42 300 6.41 0.0723
2022-10-25 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,119 10 0.47 281 -2.77 0.0698
2022-07-14 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,109 145 7.38 289 13.33 0.0704
2022-05-04 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,964 21 1.08 255 -1.92 0.0465
2022-01-19 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,943 -261 -11.84 260 -15.03 0.0467
2021-11-02 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,204 19 0.87 306 -4.37 0.0601
2021-07-22 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,185 17 0.78 320 10.73 0.0636
2021-04-26 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,168 2,168 289 0.0602
2021-01-11 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,127 -100.00 0 -100.00
2020-10-26 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,127 21 1.00 259 1.97 0.0611
2020-07-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,106 18 0.86 254 9.48 0.0635
2020-04-16 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,088 19 0.92 232 -16.25 0.0682
2020-01-27 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,069 2,069 277 0.0850
2019-07-17 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,590 -100.00 0 -100.00
2019-04-24 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,590 -1,292 -44.83 224 -31.71 0.0711
2019-02-08 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,882 2,882 328 0.1245
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.