International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionNorthern Oak Wealth Management Inc
Latest Disclosed Ownership1,454 shares
Latest Disclosed Value $ 352,436
Northern Oak Wealth Management Inc ownership in IBM / International Business Machines Corporation

On May 14, 2026 - Northern Oak Wealth Management Inc filed a 13F-HR form disclosing ownership of 1,454 shares of International Business Machines Corporation (MX:IBM) valued at $352,436 USD as of March 31, 2026. The entity filed a previous 13F-HR on October 30, 2024 disclosing 0 shares of International Business Machines Corporation.

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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,454 1,454 352 0.0440
2024-10-30 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,207 -100.00 0 -100.00
2024-07-26 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,207 -766 -38.82 209 -44.68 0.0251
2024-05-01 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,973 -193 -8.91 377 6.21 0.0448
2024-01-11 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,166 -575 -20.98 354 -7.81 0.0423
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,741 -1,487 -35.17 385 -32.04 0.0478
2023-07-31 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,228 -13,604 -76.29 566 -75.82 0.0674
2023-05-09 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,832 1,282 7.75 2,338 0.26 0.2800
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,550 -556 -3.25 2,332 14.71 0.3329
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,106 330 1.97 2,032 -14.23 0.3041
2022-08-16 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,776 13,418 399.58 2,369 442.11 0.3336
2022-05-24 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,358 -353 -9.51 437 -11.90 0.0535
2022-02-16 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,711 -1,775 -32.36 496 -34.91 0.0560
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,486 3,215 141.57 762 128.83 0.0929
2021-08-17 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,271 -630 -21.72 333 -13.95 0.0403
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,901 -2,610 -47.36 387 -44.24 0.0501
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,511 730 15.27 694 19.24 0.0925
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,781 2,035 74.11 582 75.30 0.0849
2020-08-17 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,746 286 11.63 332 21.61 0.0526
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,460 534 27.73 273 5.81 0.0519
2020-01-27 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,926 290 17.73 258 8.40 0.0396
2019-10-31 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,636 292 21.73 238 28.65 0.0345
2019-07-30 2019-06-30 13F INTERNATIONAL BUSINESS MAC COM 459200101 1,344 713 113.00 185 107.87 0.0279
2019-04-24 2019-03-31 13F INTERNATIONAL BUSINESS MAC COM 459200101 631 -23 -3.52 89 20.27 0.0136
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 654 -50,678 -98.73 74 -99.05 0.0124
2018-11-15 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,332 1,098 2.19 7,762 10.60 1.1333
2018-08-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 50,234 8,185 19.47 7,018 8.77 1.0993
2018-05-11 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,049 25,980 161.68 6,452 161.74 1.1020
2018-02-16 2017-12-31 13F INTERNATIONAL BUSINESS M COM 459200101 16,069 14,054 697.47 2,465 744.18 0.3883
2017-11-15 2017-09-30 13F IBM COM 459200101 2,015 0 0.00 292 -5.81 0.0545
2017-08-14 2017-06-30 13F IBM COM 459200101 2,015 833 70.47 310 50.49 0.0584
2017-05-17 2017-03-31 13F IBM COM 459200101 1,182 1,182 206 0.0395
2016-02-11 2015-12-31 13F IBM COM 459200101 0 -1,669 -100.00 0 -100.00
2015-11-10 2015-09-30 13F IBM COM 459200101 1,669 1,669 242 0.0600
2015-02-03 2014-12-31 13F IBM COM 459200101 0 -13,435 -100.00 0 -100.00
2014-11-06 2014-09-30 13F IBM COM 459200101 13,435 -571 -4.08 2,550 0.43 0.7033
2014-08-06 2014-06-30 13F IBM COM 459200101 14,006 5,671 68.04 2,539 58.29 0.6872
2014-04-28 2014-03-31 13F IBM COM 459200101 8,335 -623 -6.95 1,604 -4.52 0.4699
2014-02-11 2013-12-31 13F/A-1 IBM COM 459200101 8,958 -8,881 -49.78 1,680 -49.14 0.4933
2014-02-07 2013-12-31 13F IBM COM 459200101 17,839 3,303
2013-10-30 2013-09-30 13F IBM COM 459200101 17,839 16,279 1,043.53 3,303 1,008.39 1.0841
2013-08-09 2013-06-30 13F IBM COM 459200101 1,560 1,560 298 0.1023
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.