International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMeridian Wealth Advisors, LLC
Latest Disclosed Ownership13,337 shares
Latest Disclosed Value $ 3,232,662
Meridian Wealth Advisors, LLC reports 7.35% increase in ownership of IBM / International Business Machines Corporation

On May 11, 2026 - Meridian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 13,337 shares of International Business Machines Corporation (MX:IBM) valued at $3,232,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,424 shares of International Business Machines Corporation. This represents a change in shares of 7.35% 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)
2026-05-11 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,337 913 7.35 3,233 -12.15 0.4274
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,424 433 3.61 3,680 8.75 0.5096
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,991 2,937 32.44 3,383 26.80 0.4803
2025-08-12 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,054 -545 -5.68 2,669 11.82 0.4220
2025-05-05 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,599 2,910 43.50 2,387 62.31 0.4052
2025-02-11 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,689 -82 -1.21 1,470 -1.74 0.2425
2024-10-24 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,771 -89 -1.30 1,497 26.14 0.2503
2024-08-02 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,860 1,121 19.53 1,186 8.31 0.2116
2024-05-10 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,739 -13 -0.23 1,096 16.49 0.2058
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,752 -226 -3.78 941 12.17 0.2060
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,978 28 0.47 839 5.28 0.2096
2023-08-02 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,950 -478 -7.44 796 -5.46 0.1926
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,428 -4 -0.06 843 -7.06 0.2109
2023-01-23 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,432 -199 -3.00 906 14.97 0.2336
2022-10-19 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,631 942 16.56 788 -1.87 0.2219
2022-07-26 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,689 1,063 22.98 803 33.61 0.2134
2022-05-12 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,626 -148 -3.10 601 -5.80 0.1394
2022-02-02 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,774 -83 -1.71 638 -5.48 0.1551
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,857 73 1.53 675 -3.71 0.1880
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,784 23 0.48 701 10.57 0.1985
2021-05-07 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,761 947 24.83 634 32.08 0.2106
2021-05-07 2020-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 3,814 -170 -4.27 480 -1.03 0.1751
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,119 -2,865 150 0.0925
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,984 970 32.18 485 33.24 0.2084
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,014 6 0.20 364 8.98 0.1682
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,008 40 1.35 334 -16.08 0.1846
2020-02-12 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,968 1,100 58.89 398 46.32 0.1568
2019-11-08 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,868 0 0.00 272 5.43 0.1164
2019-08-08 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,868 0 0.00 258 -2.27 0.1800
2019-05-07 2019-03-31 13F INTERNATIONAL BUSINESS MAC COM 459200101 1,868 0 0.00 264 24.53 0.1924
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHINES COM 459200101 1,868 1,868 212 0.1628
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.