International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionRBA Wealth Management, LLC
Latest Disclosed Ownership1,250 shares
Latest Disclosed Value $ 302,888
RBA Wealth Management, LLC reports 0.95% decrease in ownership of IBM / International Business Machines Corporation

On April 22, 2026 - RBA Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,250 shares of International Business Machines Corporation (MX:IBM) valued at $302,888 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,262 shares of International Business Machines Corporation. This represents a change in shares of -0.95% 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)
2026-04-22 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,250 -12 -0.95 303 -19.03 0.1091
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,262 -6 -0.47 374 4.48 0.1266
2025-11-05 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,268 -358 -22.02 358 -25.47 0.1234
2025-07-17 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,626 -318 -16.36 479 -0.83 0.1786
2025-04-25 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,944 -56 -2.80 483 10.02 0.1913
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,000 -324 -13.94 440 -14.42 0.1674
2024-10-21 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,324 -15 -0.64 514 26.98 0.1980
2024-07-19 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,339 -638 -21.43 404 -28.87 0.1621
2024-04-19 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,977 -74 -2.43 569 13.83 0.2304
2024-02-08 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,051 -28,952 -90.47 499 -88.89 0.2178
2023-10-19 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,003 629 2.00 4,490 6.96 2.1610
2023-07-21 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,374 618 2.01 4,198 4.14 1.9572
2023-04-18 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,756 1,060 3.57 4,032 -3.63 2.0074
2023-01-26 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,696 596 2.05 4,184 21.00 2.1939
2022-10-12 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,100 980 3.49 3,457 -12.92 1.9906
2022-07-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,120 1,433 5.37 3,970 14.41 2.2005
2022-04-14 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,687 1,835 7.38 3,470 4.46 1.6676
2022-02-02 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,852 24,852 3,322 1.5695
2021-07-22 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -20,968 -100.00 0 -100.00
2021-04-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,968 721 3.56 2,794 9.61 2.3712
2021-02-02 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,247 224 1.12 2,549 4.64 1.5354
2020-11-12 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,023 314 1.59 2,436 2.35 1.6470
2020-09-29 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,709 364 1.88 2,380 10.90 1.7316
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,345 127 0.66 2,146 -16.37 1.8565
2020-01-09 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,218 535 2.86 2,566 -5.56 1.7487
2019-10-24 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,683 222 1.20 2,717 6.72 2.0728
2019-08-08 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,461 22 0.12 2,546 -3.45 1.9660
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,439 18,439 2,637 2.0548
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.