International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionRobertson Stephens Wealth Management, LLC
Latest Disclosed Ownership9,665 shares
Latest Disclosed Value $ 2,342,581
Robertson Stephens Wealth Management, LLC reports 1.25% increase in ownership of IBM / International Business Machines Corporation

On April 28, 2026 - Robertson Stephens Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,665 shares of International Business Machines Corporation (MX:IBM) valued at $2,342,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 9,546 shares of International Business Machines Corporation. This represents a change in shares of 1.25% 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 9,665 119 1.25 2,343 -17.16 0.0656
2026-02-02 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,546 -3,730 -28.10 2,828 -24.53 0.0737
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,276 -638 -4.59 3,746 -8.66 0.1132
2025-07-24 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,914 252 1.84 4,102 20.72 0.1305
2025-04-17 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,662 -376 -2.68 3,397 10.11 0.1168
2025-01-27 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,038 -193 -1.36 3,086 -1.94 0.1093
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,231 1,113 8.48 3,146 38.71 0.1140
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,118 -1,382 -9.53 2,269 -18.06 0.1142
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,500 1,348 10.25 2,769 28.74 0.1468
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,152 651 5.21 2,151 22.65 0.1307
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,501 303 2.48 1,754 7.41 0.1183
2023-08-11 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,198 -655 -5.10 1,632 -3.09 0.1155
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,853 420 3.38 1,685 -3.83 0.1296
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,433 236 1.93 1,752 20.84 0.1706
2022-11-14 2022-09-30 13F Intl Business Mach COM 459200101 12,197 -274 -2.20 1,449 -17.67 0.1512
2022-08-12 2022-06-30 13F Intl Business Mach COM 459200101 12,471 2,177 21.15 1,760 31.54 0.1660
2022-05-16 2022-03-31 13F Intl Business Mach COM 459200101 10,294 626 6.47 1,338 3.56 0.1124
2022-02-14 2021-12-31 13F Intl Business Mach COM 459200101 9,668 391 4.21 1,292 0.31 0.1087
2021-11-10 2021-09-30 13F Intl Business Mach COM 459200101 9,277 -1,500 -13.92 1,288 -18.43 0.1455
2021-08-17 2021-06-30 13F Intl Business Mach COM 459200101 10,777 1,417 15.14 1,579 26.62 0.1896
2021-05-07 2021-03-31 13F Intl Business Mach COM 459200101 9,360 451 5.06 1,247 11.24 0.1995
2021-02-10 2020-12-31 13F Intl Business Mach COM 459200101 8,909 500 5.95 1,121 9.58 0.2343
2020-11-10 2020-09-30 13F Intl Business Mach COM 459200101 8,409 8,409 1,023 0.2513
2020-08-12 2020-06-30 13F Intl Business Mach COM 459200101 0 -3,713 -100.00 0 -100.00
2020-05-01 2020-03-31 13F Intl Business Mach COM 459200101 3,713 1,332 55.94 412 29.15 0.1407
2020-02-14 2019-12-31 13F Intl Business Mach COM 459200101 2,381 -1,877 -44.08 319 -48.47 0.1609
2019-11-14 2019-09-30 13F Intl Business Mach COM 459200101 4,258 4,258 619 0.3134
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.