International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership2,238 shares
Latest Disclosed Value $ 542,572
McKinley Carter Wealth Services, Inc. reports 7.71% decrease in ownership of IBM / International Business Machines Corporation

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 2,238 shares of International Business Machines Corporation (MX:IBM) valued at $542,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,425 shares of International Business Machines Corporation. This represents a change in shares of -7.71% 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 2,238 -187 -7.71 543 -24.51 0.0313
2026-02-06 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,425 1,444 147.20 718 160.14 0.0401
2025-11-04 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 981 73 8.04 277 3.37 0.0145
2025-07-24 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 908 -58 -6.00 268 11.25 0.0148
2025-04-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 966 21 2.22 240 15.94 0.0148
2025-01-23 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 945 945 208 0.0127
2024-02-07 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,092 -100.00 0 -100.00
2023-10-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,092 7 0.34 294 5.40 0.0233
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,085 -63 -2.93 279 -1.07 0.0209
2023-04-25 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,148 17 0.80 282 -6.33 0.0220
2023-02-08 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,131 112 5.55 300 25.00 0.0254
2022-10-24 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,019 0 0.00 240 -15.79 0.0223
2022-07-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,019 2,019 285 0.0252
2022-04-26 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,204 -100.00 0 -100.00
2022-02-07 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,204 0 0.00 295 -3.59 0.0220
2021-11-03 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,204 -300 -11.98 306 -16.62 0.0251
2021-08-12 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,504 -25 -0.99 367 8.90 0.0304
2021-04-30 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,529 100 4.12 337 10.13 0.0288
2021-02-16 2020-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 2,429 2,429 306 0.0401
2020-05-01 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -3,169 -100.00 0 -100.00
2020-01-23 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,169 -78 -2.40 425 -9.96 0.0994
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,247 -391 -10.75 472 -5.98 0.1207
2019-08-02 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,638 -73 -1.97 502 -4.20 0.1352
2019-05-08 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,711 -99 -2.60 524 21.02 0.1470
2019-02-13 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,810 -2,137 -35.93 433 -51.84 0.1430
2018-11-06 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,947 79 1.35 899 9.63 0.2666
2018-12-07 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,868 553 10.40 820 0.61 0.2640
2018-05-17 2018-03-31 13F IBM COM 459200101 5,315 220 4.32 815 4.22 0.2664
2018-01-31 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,095 558 12.30 782 18.84 0.2689
2017-10-31 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,537 165 3.77 658 -2.23 0.2525
2017-08-08 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,372 261 6.35 673 -6.01 0.2976
2017-05-10 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,111 2 0.05 716 4.99 0.3325
2017-02-07 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,109 1 0.02 682 4.44 0.3447
2016-11-07 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,108 -138 -3.25 653 1.40 0.3366
2016-08-01 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,246 1 0.02 644 0.16 0.3351
2016-05-13 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,245 -42 -0.98 643 8.98 0.3566
2016-02-02 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,287 596 16.15 590 10.28 0.3379
2015-11-10 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,691 -773 -17.32 535 -26.31 0.3330
2015-08-10 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,464 456 11.38 726 12.91 0.3938
2015-05-06 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,008 4,008 0.00 643 0.4146
2015-02-05 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,110 -100.00 0 -100.00
2014-10-22 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,110 -595 -34.90 211 -31.72 0.2002
2014-10-22 2014-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 1,705 0 0.00 309 -5.79 0.3261
2014-08-08 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,705 309
2014-05-02 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,705 -720 -29.69 328 -27.91 0.3572
2014-01-29 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,425 -491 -16.84 455 -15.74 0.4431
2013-11-14 2013-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 2,916 489 20.15 540 16.38 0.6397
2013-10-30 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,916 540
2013-07-24 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,427 2,427 464 0.7011
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.