International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership2,553 shares
Latest Disclosed Value $ 618,894
MBM Wealth Consultants, LLC reports 5.50% increase in ownership of IBM / International Business Machines Corporation

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 2,553 shares of International Business Machines Corporation (MX:IBM) valued at $618,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,420 shares of International Business Machines Corporation. This represents a change in shares of 5.50% 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)
2026-04-20 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,553 133 5.50 619 -13.69 0.1421
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,420 -76 -3.04 717 1.70 0.1705
2025-10-31 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,496 12 0.48 704 -3.83 0.1749
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,484 -15 -0.60 732 17.87 0.1961
2025-04-28 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,499 129 5.44 621 19.19 0.1836
2025-01-17 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,370 30 1.28 521 0.77 0.1551
2024-10-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,340 -19 -0.81 517 24.28 0.1631
2024-07-30 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,359 19 0.81 416 -6.73 0.1420
2024-04-18 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,340 -49 -2.05 447 0.00 0.1571
2024-01-30 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,389 -261 -9.85 447 21.86 0.1669
2023-10-19 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,650 49 1.88 367 6.09 0.1595
2023-07-24 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,601 -400 -13.33 346 0.1479
2023-05-31 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,001 0 0.00 0 0.1697
2023-02-15 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,001 565 23.19 0 -100.00 0.1967
2022-10-24 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,436 -20 -0.81 296 -14.70 0.1427
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,456 -302 -10.95 347 -3.34 0.1696
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,758 -2,151 -43.82 359 -45.27 0.1491
2022-02-15 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,909 -3,342 -40.50 656 -45.79 0.2722
2021-11-16 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,251 0 0.00 1,210 0.00 0.5524
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,251 -684 -7.66 1,210 1.60 0.5677
2021-05-10 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,935 128 1.45 1,191 7.39 0.6049
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,807 8,807 1,109 0.6039
2020-08-07 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -13 -100.00 0 -100.00
2020-05-13 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13 0 0.00 1 -50.00 0.0008
2020-02-11 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13 0 0.00 2 0.00 0.0015
2019-10-30 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13 0 0.00 2 0.00 0.0016
2019-07-30 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13 0 0.00 2 0.00 0.0017
2019-04-25 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13 0 0.00 2 100.00 0.0018
2019-02-13 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13 13 1 0.0010
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.