International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership47,044 shares
Latest Disclosed Value $ 11,402,922
Rsm Us Wealth Management Llc reports 2.63% increase in ownership of IBM / International Business Machines Corporation

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 47,044 shares of International Business Machines Corporation (MX:IBM) valued at $11,402,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 45,837 shares of International Business Machines Corporation. This represents a change in shares of 2.63% 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)
2026-05-12 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 47,044 1,207 2.63 11,403 -17.65 0.1400
2026-01-23 2025-12-31 13F INTERNATIONAL BUSINESS COM 459200101 45,837 -761 -1.63 13,845 5.30 0.1764
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 46,598 -1,888 -3.89 13,148 -8.00 0.1713
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,486 1,038 2.19 14,293 21.14 0.1993
2025-05-06 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 47,448 -1,510 -3.08 11,798 9.57 0.1831
2025-01-27 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,958 -1,703 -3.36 10,769 -3.10 0.1547
2024-11-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 50,661 2,733 5.70 11,112 32.46 0.1630
2024-08-07 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 47,928 11,837 32.80 8,390 21.74 0.1408
2024-05-02 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,091 -601 -1.64 6,892 14.85 0.1770
2024-02-05 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,692 17,331 89.52 6,001 120.91 0.1626
2023-11-08 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,361 220 1.15 2,716 6.05 0.0961
2023-08-04 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,141 -508 -2.59 2,561 -0.54 0.0875
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,649 13,548 222.06 2,576 199.07 0.0909
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,101 382 6.68 861 26.80 0.0426
2022-10-21 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,719 186 3.36 679 -13.06 0.0392
2022-08-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,533 35 0.64 781 9.23 0.0437
2022-05-02 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,498 -404 -6.85 715 -9.38 0.0362
2022-02-08 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,902 -2,733 -31.65 789 -34.25 0.0385
2021-11-08 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,635 653 8.18 1,200 2.56 0.0642
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,982 -609 -7.09 1,170 2.18 0.0632
2021-04-29 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,591 -1,997 -18.86 1,145 -14.10 0.0731
2021-02-04 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,588 1,774 20.13 1,333 24.35 0.0945
2020-11-03 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,814 928 11.77 1,072 12.61 0.0896
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,886 -3,300 -29.50 952 -23.29 0.0921
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,186 -1,584 -12.40 1,241 -27.51 0.1526
2020-06-04 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,770 740 6.15 1,712 -2.12 0.1700
2020-06-04 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,030 222 1.88 1,749 7.43 0.2021
2020-06-04 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,808 -114 -0.96 1,628 -3.21 0.1900
2020-06-04 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,922 -354 -2.88 1,682 20.57 0.2059
2020-06-04 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,276 -1,388 -10.16 1,395 -32.48 0.1995
2020-06-04 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,664 1,241 9.99 2,066 19.01 0.2704
2020-06-04 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,423 -2,602 -17.32 1,736 -24.69 0.2326
2020-06-04 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,025 -184 -1.21 2,305 -1.20 0.2750
2020-06-04 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,209 -213 -1.38 2,333 4.29 0.2821
2020-06-04 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,422 -381 -2.41 2,237 -7.98 0.2935
2020-06-04 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,803 -429 -2.64 2,431 -14.01 0.3426
2020-06-04 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,232 703 4.53 2,827 9.66 0.4108
2020-06-04 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,529 3,415 28.19 2,578 33.99 0.4095
2020-06-04 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,114 -21 -0.17 1,924 4.45 0.3356
2020-06-04 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,135 3,477 40.16 1,842 40.50 0.3540
2020-06-04 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,658 1,633 23.25 1,311 35.57 0.2645
2020-06-04 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,025 -253 -3.48 967 -8.34 0.2280
2020-06-04 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,278 -154 -2.07 1,055 -12.74 0.2765
2020-06-04 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,432 77 1.05 1,209 2.37 0.3018
2020-06-04 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,355 514 7.51 1,181 7.56 0.3011
2020-06-04 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,841 -356 -4.95 1,098 -19.62 0.2946
2020-06-04 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,197 -25 -0.35 1,366 4.35 0.3998
2020-06-04 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,222 -443 -5.78 1,309 -11.25 0.3700
2020-06-04 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,665 7,665 1,475 0.4331
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.