International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionPDS Planning, Inc
Latest Disclosed Ownership6,999 shares
Latest Disclosed Value $ 1,696,418
PDS Planning, Inc reports 6.01% increase in ownership of IBM / International Business Machines Corporation

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 6,999 shares of International Business Machines Corporation (MX:IBM) valued at $1,696,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,602 shares of International Business Machines Corporation. This represents a change in shares of 6.01% 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)
2026-04-21 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,999 397 6.01 1,696 -13.25 0.1119
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,602 787 13.53 1,956 19.21 0.1306
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,815 -210 -3.49 1,641 -7.66 0.1135
2025-07-24 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,025 431 7.70 1,776 27.77 0.1324
2025-04-24 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,594 591 11.81 1,391 26.48 0.1172
2025-02-10 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,003 654 15.04 1,100 14.36 0.0977
2024-10-30 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,349 424 10.80 961 41.74 0.0862
2024-08-08 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,925 45 1.16 679 -8.38 0.0685
2024-05-01 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,880 176 4.75 741 22.31 0.0778
2024-02-01 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,704 -229 -5.82 606 9.80 0.0690
2023-10-23 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,933 -212 -5.11 552 -0.54 0.0714
2023-07-21 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,145 122 3.03 555 5.12 0.0709
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,023 711 21.47 527 13.09 0.0727
2023-01-27 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,312 -8 -0.24 467 18.27 0.0746
2022-11-02 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,320 6 0.18 394 -15.81 0.0717
2022-07-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,314 464 16.28 468 26.15 0.0847
2022-04-18 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,850 505 21.54 371 18.53 0.0653
2022-01-25 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,345 -26 -1.10 313 -4.86 0.0599
2021-10-22 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,371 179 8.17 329 2.49 0.0759
2021-07-26 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,192 150 7.35 321 18.01 0.0782
2021-04-20 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,042 -170 -7.69 272 -2.16 0.0790
2021-01-21 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,212 -167 -7.02 278 -3.81 0.0954
2020-10-19 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,379 -152 -6.01 289 -5.56 0.1177
2020-08-11 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,531 170 7.20 306 16.79 0.1387
2020-04-20 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,361 82 3.60 262 -14.10 0.1672
2020-02-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,279 0 0.00 305 -7.85 0.1925
2019-10-28 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,279 0 0.00 331 5.41 0.2297
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,279 -49 -2.10 314 -4.27 0.2335
2019-04-19 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,328 -4 -0.17 328 23.77 0.2549
2019-02-08 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,332 57 2.51 265 -22.97 0.2277
2018-11-02 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,275 140 6.56 344 15.44 0.2944
2018-07-26 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,135 0 0.00 298 -9.15 0.2939
2018-05-03 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,135 0 0.00 328 0.00 0.3314
2018-02-13 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,135 2,135 328 0.3322
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.