International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionRehmann Capital Advisory Group
Latest Disclosed Ownership14,263 shares
Latest Disclosed Value $ 3,456,952
Rehmann Capital Advisory Group reports 0.23% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Rehmann Capital Advisory Group filed a 13F-HR form disclosing ownership of 14,263 shares of International Business Machines Corporation (MX:IBM) valued at $3,456,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 4, 2026 disclosing 14,230 shares of International Business Machines Corporation. This represents a change in shares of 0.23% 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)
2026-05-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,263 33 0.23 3,457 -18.01 0.1800
2026-03-04 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,230 319 2.29 4,215 7.39 0.2196
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,911 -368 -2.58 3,925 -6.75 0.2149
2025-07-30 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,279 -127 -0.88 4,209 17.50 0.2549
2025-04-30 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,406 3,689 34.42 3,582 52.04 0.2255
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,717 224 2.13 2,356 1.60 0.1493
2024-11-18 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,493 323 3.18 2,320 31.84 0.1516
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,170 93 0.92 1,759 -8.58 0.1260
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,077 426 4.41 1,924 21.93 0.1435
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,651 -223 -2.26 1,578 13.94 0.1308
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,874 -901 -8.36 1,385 -3.89 0.1290
2023-08-23 2023-06-30 13F/A-1 INTERNATIONALBUSINESSMACHS COM 459200101 10,775 -169 -1.54 1,442 0.49 0.1293
2023-08-15 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,944 0 1,435 0.1349
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,944 192 1.79 1,435 -5.28 0.1349
2023-02-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,752 -2,066 -16.12 1,515 -0.59 0.1552
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,818 28 0.22 1,523 -15.62 0.1689
2022-08-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,790 396 3.20 1,806 12.04 0.1987
2022-06-03 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,394 -148 -1.18 1,612 -3.88 0.1531
2022-03-02 2021-12-31 13F INTERNATIONAL BUSINESS MACHS IBM 459200101 12,542 34 0.27 1,676 -3.51 0.1558
2021-11-16 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,508 -730 -5.51 1,738 -10.46 0.1647
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,238 -104 -0.78 1,941 9.11 0.1876
2021-05-26 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,342 185 1.41 1,779 7.69 0.1819
2021-02-19 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,157 -1,066 -7.49 1,651 -4.57 0.1864
2020-11-19 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,223 -5,390 -27.48 1,731 -26.94 0.2195
2020-11-20 2020-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 19,613 1,206 6.55 2,369 16.02 0.3232
2020-08-25 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,131 0 236 124,915.9321
2020-11-20 2020-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 18,407 174 0.95 2,042 -23.01 0.3332
2020-08-24 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,131 -16,102 236 131,920.8291
2020-01-02 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,233 -800 -4.20 2,652 1.03 0.3208
2019-08-27 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,033 1,453 8.27 2,625 5.81 0.3232
2019-05-22 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,580 590 3.47 2,481 28.43 0.3361
2019-02-12 2018-12-31 13F INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 16,990 -404 -2.32 1,931 -26.58 0.2898
2018-12-07 2018-09-30 13F/A-1 INTERNATIONALBUSINESSMACHS COM 459200101 17,394 840 5.07 2,630 13.75 0.3626
2018-09-20 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,554 5,825 54.29 2,313 40.46 0.3357
2018-04-24 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,729 765 7.68 1,646 7.65 0.2562
2018-02-22 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,964 23 0.23 1,529 6.03 0.2579
2017-10-25 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,941 545 5.80 1,442 -0.21 0.2600
2017-07-19 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,396 -1,065 -10.18 1,445 -20.69 0.2761
2017-04-24 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,461 341 3.37 1,822 8.45 0.3041
2017-02-13 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,120 938 10.22 1,680 15.15 0.3074
2016-10-26 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,182 -533 -5.49 1,459 -1.02 0.2827
2016-07-25 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,715 -400 -3.95 1,474 -3.79 0.2759
2016-05-09 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,115 1,387 15.89 1,532 27.56 0.2983
2016-02-11 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,728 372 4.45 1,201 -0.83 0.2523
2015-11-12 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,356 -338 -3.89 1,211 -14.36 0.2739
2015-07-08 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,694 -277 -3.09 1,414 -1.81 0.3227
2015-04-14 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,971 588 7.01 1,440 7.06 0.3267
2015-03-09 2014-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,383 -1,251 -12.99 1,345 -26.46 0.3096
2015-09-01 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,634 -46 -0.48 1,829 4.22 0.4331
2015-09-01 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,680 -873 -8.27 1,755 -13.59 0.4190
2015-08-31 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,553 60 0.57 2,031 3.20 0.5489
2015-08-31 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,493 1,897 22.07 1,968 23.62 0.5954
2015-08-31 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,596 -1,409 -14.08 1,592 -16.74 0.5150
2015-08-31 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,005 -689 -6.44 1,912 -16.18 0.6637
2015-08-31 2013-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,694 1,694 18.82 2,281 32.31 0.8162
2015-08-31 2012-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,000 -1,620 -15.25 1,724 -21.74 0.6867
2015-08-31 2012-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,620 1,462 15.96 2,203 23.00 0.8093
2015-08-31 2012-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,158 38 0.42 1,791 -5.89 0.5887
2015-08-31 2012-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,120 305 3.46 1,903 17.40 0.5789
2015-08-31 2011-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,815 2,029 29.90 1,621 36.56 0.5198
2015-08-31 2011-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,786 -3,398 -33.37 1,187 -32.05 0.4343
2015-08-31 2011-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,184 -265 -2.54 1,747 2.52 0.5417
2015-08-31 2011-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,449 1,063 11.33 1,704 23.66 0.5921
2015-08-31 2010-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,386 1,016 12.14 1,378 22.71 0.7546
2015-08-31 2010-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,370 -655 -7.26 1,123 0.81 0.7194
2015-08-31 2010-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,025 -574 -5.98 1,114 -9.50 0.8278
2015-08-27 2010-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,599 -117 -1.20 1,231 -3.22 0.7529
2015-08-27 2009-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,716 773 8.64 1,272 18.88 0.8227
2015-08-27 2009-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,943 984 12.36 1,070 28.76 0.6607
2015-08-27 2009-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,959 1,367 20.74 831 33.39 0.6958
2015-08-27 2009-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,592 1,400 26.96 623 42.56 0.7428
2015-08-27 2008-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,192 5,192 437 0.3890
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.