International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionSkyOak Wealth, LLC
Latest Disclosed Ownership20,893 shares
Latest Disclosed Value $ 5,064,279
SkyOak Wealth, LLC reports 2.08% increase in ownership of IBM / International Business Machines Corporation

On April 30, 2026 - SkyOak Wealth, LLC filed a 13F-HR form disclosing ownership of 20,893 shares of International Business Machines Corporation (MX:IBM) valued at $5,064,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 20,467 shares of International Business Machines Corporation. This represents a change in shares of 2.08% 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)
2026-04-30 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,893 426 2.08 5,064 -16.46 0.9274
2026-02-05 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,467 -2,099 -9.30 6,062 -4.79 1.0904
2025-10-23 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,566 8,400 59.30 6,367 52.50 1.2027
2025-07-30 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,166 -1,000 -6.59 4,176 10.71 0.8391
2025-05-01 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,166 190 1.27 3,771 14.55 0.8259
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,976 1,239 9.02 3,292 8.43 0.7042
2024-11-04 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,737 -742 -5.12 3,037 21.25 0.6723
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,479 552 3.96 2,504 -5.83 0.5845
2024-04-29 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,927 129 0.93 2,660 17.86 0.6364
2024-01-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,798 -500 -3.50 2,257 12.46 0.5874
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,298 100 0.70 2,006 5.63 0.5863
2023-07-20 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,198 2,795 24.51 1,900 27.11 0.5368
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,403 1,525 15.44 1,495 7.40 0.4560
2023-01-26 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,878 175 1.80 1,392 20.64 0.4678
2022-10-25 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,703 1,357 16.26 1,153 -2.12 0.4132
2022-07-26 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,346 -601 -6.72 1,178 1.29 0.4022
2022-04-18 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,947 425 4.99 1,163 2.11 0.3231
2022-01-24 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,522 1,565 22.50 1,139 17.79 0.2895
2021-10-21 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,957 0 0.00 967 -5.20 0.2605
2021-07-19 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,957 165 2.43 1,020 5.05 0.2729
2021-04-29 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,792 200 3.03 971 16.99 0.2702
2021-02-02 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,592 1,975 42.78 830 47.69 0.2581
2020-11-03 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,617 -300 -6.10 562 -5.39 0.2021
2020-08-10 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,917 1,381 39.06 594 51.53 0.2193
2020-05-04 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,536 -69 -1.91 392 -18.84 0.2004
2020-02-04 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,605 3,605 483 0.1497
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.