International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMarietta Wealth Management, LLC
Latest Disclosed Ownership3,452 shares
Latest Disclosed Value $ 836,730
Marietta Wealth Management, LLC reports 66.28% increase in ownership of IBM / International Business Machines Corporation

On April 21, 2026 - Marietta Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,452 shares of International Business Machines Corporation (MX:IBM) valued at $836,730 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,076 shares of International Business Machines Corporation. This represents a change in shares of 66.28% 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 INTERNATIONAL BUSINESS MACHS COM 459200101 3,452 1,376 66.28 837 36.16 0.0994
2026-01-28 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 615 4.96 0.0711
2025-10-20 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 586 -4.26 0.0716
2025-07-22 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 612 18.41 0.0798
2025-04-22 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 -19 -0.91 516 12.17 0.0758
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,095 19 0.92 461 0.44 0.0661
2024-10-22 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 459 27.58 0.0667
2024-07-19 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 359 -9.34 0.0560
2024-04-25 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 396 16.81 0.0654
2024-01-30 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 340 16.49 0.0605
2023-10-30 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 291 5.05 0.0579
2023-07-18 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 278 1.84 0.0523
2023-04-27 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 272 -6.85 0.0578
2023-01-30 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 292 18.22 0.0661
2022-10-20 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 247 -15.70 0.0616
2022-08-08 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 293 8.52 0.0708
2022-04-12 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 270 -2.53 0.0565
2022-01-28 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 0 0.00 277 -3.82 0.0556
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,076 2,076 288 0.0629
2020-11-04 2020-09-30 13F IBM COM 459200101 0 -3,608 -100.00 0 -100.00
2020-08-05 2020-06-30 13F IBM COM 459200101 3,608 -412 -10.25 436 -2.24 0.1489
2020-05-14 2020-03-31 13F IBM COM 459200101 4,020 4,020 446 0.1738
2018-02-06 2017-12-31 13F IBM com 459200101 0 -1,508 -100.00 0 -100.00
2017-11-13 2017-09-30 13F IBM com 459200101 1,508 -5,313 -77.89 219 -79.12 0.1226
2017-08-11 2017-06-30 13F IBM com 459200101 6,821 154 2.31 1,049 -9.65 0.6373
2017-05-09 2017-03-31 13F IBM com 459200101 6,667 -29 -0.43 1,161 4.50 0.7708
2017-02-13 2016-12-31 13F Ibm com 459200101 6,696 6,696 1,111 0.8894
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.