International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership206,082 shares
Latest Disclosed Value $ 49,952,129
Northwestern Mutual Wealth Management Co reports 76.71% increase in ownership of IBM / International Business Machines Corporation

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 206,082 shares of International Business Machines Corporation (MX:IBM) valued at $49,952,129 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 116,619 shares of International Business Machines Corporation. This represents a change in shares of 76.71% 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)
2026-05-07 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 206,082 89,463 76.71 49,952 44.61 0.0308
2026-02-10 2025-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 116,619 3,251 2.87 34,544 7.99 0.0218
2026-02-05 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 43,065 -70,303 615 0.0004
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 113,368 5,804 5.40 31,988 0.88 0.0213
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 107,564 12,790 13.50 31,708 34.55 0.0231
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 94,774 4,154 4.58 23,566 18.30 0.0193
2025-02-11 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 90,620 8,443 10.27 19,921 9.65 0.0168
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 82,177 -10,881 -11.69 18,168 12.88 0.0161
2024-08-16 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 93,058 2,001 2.20 16,095 -7.44 0.0159
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 91,057 -1,026 -1.11 17,389 15.46 0.0179
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 92,083 4,347 4.95 15,060 22.35 0.0170
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 87,736 883 1.02 12,310 5.92 0.0160
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 86,853 -79 -0.09 11,622 1.98 0.0150
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 86,932 -3,528 -3.90 11,396 -10.59 0.0159
2023-02-21 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 90,460 1,607 1.81 12,745 20.71 0.0193
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 88,853 -5,933 -6.26 10,558 -21.11 0.0184
2022-08-04 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 94,786 8,485 9.83 13,383 19.27 0.0230
2022-05-09 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 86,301 5,132 6.32 11,221 3.43 0.0180
2022-02-03 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 81,169 -1,112 -1.35 10,849 -5.09 0.0177
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 82,281 5,142 6.67 11,431 1.10 0.0209
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 77,139 -1,686 -2.14 11,307 7.64 0.0215
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 78,825 18,915 31.57 10,504 39.29 0.0223
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 59,910 -4,269 -6.65 7,541 -3.43 0.0174
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 64,179 -5,409 -7.77 7,809 -7.08 0.0210
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 69,588 -5,227 -6.99 8,404 1.25 0.0259
2020-05-08 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 74,815 12,452 19.97 8,300 -0.72 0.0320
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 62,363 7,742 14.17 8,360 5.25 0.0285
2019-11-12 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 54,621 -4,475 -7.57 7,943 -2.53 0.0302
2019-08-12 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 59,096 690 1.18 8,149 -1.13 0.0327
2019-05-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 58,406 3,386 6.15 8,242 31.79 0.0361
2019-02-12 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 55,020 -1,127 -2.01 6,254 -26.30 0.0313
2018-11-01 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 56,147 3,841 7.34 8,486 16.12 0.0428
2018-08-10 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 52,306 290 0.56 7,308 -8.43 0.0409
2018-05-14 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 52,016 621 1.21 7,981 1.22 0.0484
2018-01-31 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,395 1,714 3.45 7,885 9.39 0.0502
2017-11-07 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 49,681 -1,472 -2.88 7,208 -8.41 0.0516
2017-08-10 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,153 2,127 4.34 7,870 -7.81 0.0632
2017-05-09 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 49,026 -73 -0.15 8,537 4.70 0.0776
2017-02-15 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 49,099 44,550 979.34 8,154 1,027.80 0.0885
2017-02-23 2016-09-30 13F/A-2 INTERNATIONAL BUSINESS MACHS COM 459200101 4,549 -45,321 -90.88 723 -90.45 0.0477
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 45,384 7,210
2016-08-29 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 49,870 2,575 5.44 7,570 5.84 0.1085
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 47,295 5,386 12.85 7,152 24.04 0.1158
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,909 2,439 6.18 5,766 0.73 0.1151
2015-11-16 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,470 4,490 12.84 5,724 0.56 0.1363
2015-09-30 2015-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 34,980 313 0.90 5,692 2.30 0.1476
2015-08-14 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,151 5,327
2015-05-15 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,667 1,337 4.01 5,564 4.08 0.1556
2015-02-13 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,330 -986 -2.87 5,346 -17.94 0.1650
2014-11-14 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,316 2,997 9.57 6,515 14.76 0.2278
2014-08-05 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,319 -1,668 -5.06 5,677 -10.60 0.2216
2014-05-15 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,987 -1,288 -3.76 6,350 -1.23 0.2656
2014-02-14 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,275 1,227 3.71 6,429 5.07 0.2922
2013-11-14 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,048 -17,799 -35.01 6,119 -37.03 0.3218
2013-08-21 2013-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 50,847 50,847 9,718 0.5809
2013-08-14 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 363,624 69,492 0.7641
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.