International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionPrivate Wealth Partners, LLC
Latest Disclosed Ownership2,726 shares
Latest Disclosed Value $ 660,755
Private Wealth Partners, LLC reports 1.23% decrease in ownership of IBM / International Business Machines Corporation

On April 28, 2026 - Private Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 2,726 shares of International Business Machines Corporation (MX:IBM) valued at $660,755 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,760 shares of International Business Machines Corporation. This represents a change in shares of -1.23% 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)
2026-04-28 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,726 -34 -1.23 661 -19.22 0.0509
2026-01-27 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,760 0 0.00 818 5.01 0.0579
2025-11-04 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,760 113 4.27 779 -0.26 0.0555
2025-08-01 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,647 0 0.00 780 18.54 0.0608
2025-04-22 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,647 43 1.65 658 15.03 0.0545
2025-02-03 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,604 -581 -18.24 572 -18.75 0.0439
2024-10-29 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,185 785 32.71 704 69.64 0.0561
2024-08-08 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 415 -9.39 0.0308
2024-05-09 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 -918 -27.67 458 -15.50 0.0366
2024-02-02 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,318 0 0.00 543 16.56 0.0459
2023-11-07 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,318 50 1.53 466 6.41 0.0445
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,268 100 3.16 437 5.30 0.0402
2023-05-04 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,168 3,168 415 0.0415
2021-02-03 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,800 -100.00 0 -100.00
2020-10-29 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,800 0 0.00 219 0.92 0.0256
2020-07-31 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,800 1,800 217 0.0297
2020-04-24 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,800 -100.00 0 -100.00
2020-01-29 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,800 0 0.00 241 -8.02 0.0328
2019-11-12 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,800 -400 -18.18 262 -13.53 0.0408
2019-08-06 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,200 -127 -5.46 303 -7.62 0.0466
2019-05-02 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,327 0 0.00 328 23.77 0.0539
2019-02-13 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,327 -1,529 -39.65 265 -54.55 0.0513
2018-10-25 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,856 0 0.00 583 8.16 0.0889
2018-08-16 2018-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 3,856 -26 -0.67 539 -9.56 0.0906
2018-08-10 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,856 -26 539
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,882 -1,470 -27.47 596 -27.41 0.1038
2018-02-01 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,352 -240 -4.29 821 1.23 0.1519
2017-11-06 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,592 20 0.36 811 -5.37 0.1631
2017-07-26 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,572 0 0.00 857 -11.65 0.1861
2017-04-19 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,572 509 10.05 970 15.48 0.2150
2017-01-19 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,063 -114 -2.20 840 2.19 0.1995
2016-10-18 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,177 0 0.00 822 4.58 0.1974
2016-07-27 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,177 0 0.00 786 0.26 0.1889
2016-04-25 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,177 -100 -1.90 784 7.99 0.1884
2016-01-25 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,277 -170 -3.12 726 -8.10 0.1697
2015-10-26 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,447 -1,318 -19.48 790 -28.18 0.1988
2015-07-23 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,765 -990 -12.77 1,100 -11.65 0.2485
2015-04-27 2015-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 7,755 -270 -3.36 1,245 -3.34 0.2866
2015-04-22 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,025 1,288
2015-01-23 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,025 -6,793 -45.84 1,288 -54.21 0.3027
2014-10-27 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,818 1,035 7.51 2,813 12.61 0.6176
2014-08-05 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,783 -475 -3.33 2,498 -9.00 0.5489
2014-04-30 2014-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 14,258 390 2.81 2,745 5.54 0.6472
2014-04-24 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,258 2,745
2014-01-27 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,868 84 0.61 2,601 1.88 0.5798
2013-10-28 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,784 -8,016 -36.77 2,553 -38.72 0.6048
2013-07-29 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,800 21,800 4,166 1.0388
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.