International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership25,227 shares
Latest Disclosed Value $ 6,114,876
Perigon Wealth Management, LLC reports 0.06% increase in ownership of IBM / International Business Machines Corporation

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 25,227 shares of International Business Machines Corporation (MX:IBM) valued at $6,114,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 25,212 shares of International Business Machines Corporation. This represents a change in shares of 0.06% 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)
2026-04-10 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,227 15 0.06 6,115 -18.13 0.1109
2026-01-16 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,212 2,959 13.30 7,468 18.96 0.1336
2025-10-17 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,253 538 2.48 6,279 -1.92 0.1280
2025-07-16 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,715 -336 -1.52 6,401 16.74 0.1495
2025-04-23 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,051 91 0.41 5,483 12.15 0.1408
2025-01-22 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,960 1,213 5.85 4,890 6.61 0.1201
2024-10-16 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,747 -11,176 -35.01 4,587 -16.94 0.1211
2024-08-02 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,923 10,676 50.25 5,521 36.09 0.1600
2024-04-29 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,247 1,007 4.98 4,057 22.57 0.1230
2024-01-29 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,240 1,535 8.21 3,310 26.14 0.1082
2023-10-30 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,705 873 4.90 2,624 9.97 0.1063
2023-08-02 2023-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 17,832 1,099 6.57 2,386 8.80 0.0938
2023-08-02 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,832 1,099 2,386 0.0938
2023-05-03 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,733 1,460 9.56 2,194 1.95 0.1247
2023-05-01 2022-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 15,273 4,953 47.99 2,152 75.45 0.1334
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,273 2,152
2022-12-13 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,320 271 2.70 1,226 -13.60 0.1060
2022-08-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,049 847 9.20 1,419 18.65 0.1186
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,202 426 4.85 1,196 1.96 0.0845
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,776 158 1.83 1,173 -2.01 0.0839
2021-11-01 2021-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,618 -527 -5.76 1,197 -10.74 0.1039
2021-10-25 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,611 -7,534 224 0.1657
2021-07-19 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,145 144 1.60 1,341 11.84 0.1193
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,001 5,758 177.55 1,199 193.87 0.1223
2021-01-28 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,243 175 5.70 408 9.38 0.0474
2020-11-03 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,068 -1,093 -26.27 373 -25.70 0.0521
2020-07-29 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,161 954 29.75 502 28.72 0.0796
2020-04-17 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,207 1,080 50.78 390 36.84 0.0726
2020-01-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,127 -202 -8.67 285 -14.41 0.0582
2019-10-25 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,329 -1,224 -34.45 333 -32.04 0.0782
2019-08-05 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,553 3,553 490 0.1147
2019-02-11 2018-12-31 13F IBM COM 459200101 0 -2,518 -100.00 0 -100.00
2018-11-13 2018-09-30 13F IBM COM 459200101 2,518 -2,319 -47.94 381 -43.64 0.0939
2018-08-09 2018-06-30 13F/A-2 IBM COM 459200101 4,837 -2,324 -32.45 676 -38.49 0.2032
2018-08-08 2018-06-30 13F/A-1 IBM COM 459200101 7,161 0 1,099 0.4430
2018-08-07 2018-06-30 13F IBM COM 459200101 7,161 0 1,099 0.4430
2018-05-14 2018-03-31 13F IBM COM 459200101 7,161 1,349 23.21 1,099 23.21 0.4049
2018-02-14 2017-12-31 13F IBM COM 459200101 5,812 -2,270 -28.09 892 -23.89 0.3328
2017-12-05 2017-09-30 13F IBM COM 459200101 8,082 -8,063 -49.94 1,172 -52.82 0.3803
2017-09-12 2017-06-30 13F IBM COM 459200101 16,145 -9,942 -38.11 2,484 -45.32 0.5404
2017-06-05 2017-03-31 13F IBM COM 459200101 26,087 200 0.77 4,543 -3.28 0.9641
2017-03-07 2016-12-31 13F IBM COM 459200101 25,887 11,582 80.96 4,697 106.73 1.0256
2016-11-16 2016-09-30 13F IBM COM 459200101 14,305 -92 -0.64 2,272 3.98 0.5835
2016-08-19 2016-06-30 13F IBM COM 459200101 14,397 -1,818 -11.21 2,185 -1.80 0.5807
2016-06-03 2016-03-31 13F IBM COM 459200101 16,215 0 0.00 2,225 -0.31 0.6949
2016-03-04 2015-12-31 13F IBM COM 459200101 16,215 4,163 34.54 2,232 27.76 0.6161
2015-12-02 2015-09-30 13F IBM COM 459200101 12,052 -2,326 -16.18 1,747 -25.31 0.5184
2015-08-31 2015-06-30 13F IBM COM 459200101 14,378 278 1.97 2,339 3.36 0.6156
2015-05-11 2015-03-31 13F IBM COM 459200101 14,100 136 0.97 2,263 1.03 0.6206
2015-02-18 2014-12-31 13F IBM COM 459200101 13,964 -823 -5.57 2,240 -20.20 0.6730
2014-11-17 2014-09-30 13F IBM COM 459200101 14,787 -2,017 -12.00 2,807 -7.85 0.8358
2014-08-12 2014-06-30 13F IBM COM 459200101 16,804 2,173 14.85 3,046 8.17 0.8683
2014-05-12 2014-03-31 13F IBM COM 459200101 14,631 59 0.40 2,816 3.04 1.5506
2014-02-18 2013-12-31 13F IBM COM 459200101 14,572 4,252 41.20 2,733 122.92 1.5156
2022-11-14 2011-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,320 10,320 1,226 0.1060
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.