International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMission Wealth Management, Lp
Latest Disclosed Ownership18,100 shares
Latest Disclosed Value $ 4,387,243
Mission Wealth Management, Lp reports 9.20% decrease in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Mission Wealth Management, Lp filed a 13F-HR form disclosing ownership of 18,100 shares of International Business Machines Corporation (MX:IBM) valued at $4,387,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 19,935 shares of International Business Machines Corporation. This represents a change in shares of -9.20% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,100 -1,835 -9.20 4,387 -25.71 0.0902
2026-02-05 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,935 1,092 5.80 5,905 11.08 0.1178
2025-11-04 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,843 856 4.76 5,317 0.26 0.1056
2025-08-05 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,987 370 2.10 5,302 21.05 0.1134
2025-04-17 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,617 1,748 11.02 4,381 25.57 0.1075
2025-02-06 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,869 -6,276 -28.34 3,488 -28.74 0.0813
2024-10-31 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,145 262 1.20 4,896 29.36 0.1185
2024-08-05 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,883 484 2.26 3,785 -7.39 0.1002
2024-04-30 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,399 1,859 9.51 4,086 27.89 0.1075
2024-02-05 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,540 959 5.16 3,196 22.60 0.1038
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,581 8,061 76.63 2,607 85.22 0.0971
2023-08-04 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,520 19 0.18 1,408 2.25 0.0532
2023-04-07 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,501 -243 -2.26 1,377 -9.05 0.0576
2023-02-02 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,744 581 5.72 1,514 25.35 0.0724
2022-10-12 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,163 -2,018 -16.57 1,207 -29.83 0.0639
2022-07-27 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,181 591 5.10 1,720 14.13 0.0904
2022-04-25 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,590 1,103 10.52 1,507 7.49 0.0697
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,487 173 1.68 1,402 -2.16 0.0631
2021-11-05 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,314 755 7.90 1,433 2.28 0.0730
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,559 -620 -6.09 1,401 3.32 0.0743
2021-05-10 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,179 968 10.51 1,356 16.90 0.0787
2021-01-19 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,211 1,799 24.27 1,160 28.60 0.0726
2020-10-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,412 160 2.21 902 2.97 0.0675
2020-08-03 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,252 -1,052 -12.67 876 -4.89 0.0756
2020-04-27 2020-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,304 937 12.72 921 -6.69 0.1016
2020-04-10 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,304 937 921 102,150.5973
2020-01-21 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,367 -230 -3.03 987 -10.68 0.0949
2019-10-16 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,597 99 1.32 1,105 6.87 0.1180
2019-08-09 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,498 -1,105 -12.84 1,034 -14.83 0.1159
2019-05-14 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,603 1,956 29.43 1,214 60.58 0.1409
2019-02-07 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,647 -302 -4.35 756 -28.07 0.0985
2018-11-01 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,949 -3,677 -34.60 1,051 -29.23 0.1384
2018-08-08 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,626 3,189 42.88 1,485 30.15 0.2192
2018-05-04 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,437 34 0.46 1,141 0.44 0.1841
2018-02-09 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,403 -119 -1.58 1,136 4.12 0.1946
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,522 -802 -9.63 1,091 -14.83 0.2002
2017-08-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,324 395 4.98 1,281 -7.24 0.2433
2017-05-11 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,929 17 0.21 1,381 5.18 0.2685
2017-01-27 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,912 9 0.11 1,313 4.62 0.2612
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,903 202 2.62 1,255 7.36 0.3033
2016-08-03 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,701 -30 -0.39 1,169 -0.17 0.3106
2016-04-15 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,731 -502 -6.10 1,171 3.35 0.3153
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,233 2,252 37.65 1,133 30.68 0.3190
2015-10-22 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,981 -328 -5.20 867 -14.41 0.2625
2015-08-11 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,309 6,309 1,013 0.3466
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.