International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMWA Asset Management
Latest Disclosed Ownership7,101 shares
Latest Disclosed Value $ 1,721,421
MWA Asset Management reports 12.13% increase in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - MWA Asset Management filed a 13F-HR/A form disclosing ownership of 7,101 shares of International Business Machines Corporation (MX:IBM) valued at $1,721,421 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 6,333 shares of International Business Machines Corporation. This represents a change in shares of 12.13% 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)
2026-05-13 2026-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 7,101 768 12.13 1,721 -8.21 0.9428
2026-05-07 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,076 743 1,139 0.6240
2026-01-29 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,333 -181 -2.78 1,876 2.07 1.0454
2025-11-04 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,514 310 5.00 1,838 0.49 1.0148
2025-08-12 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,204 254 4.27 1,829 23.60 1.1193
2025-05-09 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,950 663 12.54 1,479 27.28 1.0262
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,287 2,542 92.60 1,162 91.75 0.7731
2024-11-08 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,745 63 2.35 607 30.89 0.4036
2024-07-26 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,682 -21 -0.78 464 -10.27 0.3305
2024-05-08 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,703 2,703 516 0.3741
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.