International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership3,632 shares
Latest Disclosed Value $ 880,383
SOA Wealth Advisors, LLC. reports 0.44% increase in ownership of IBM / International Business Machines Corporation

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 3,632 shares of International Business Machines Corporation (MX:IBM) valued at $880,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 3,616 shares of International Business Machines Corporation. This represents a change in shares of 0.44% 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)
2026-05-20 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,632 16 0.44 880 -17.83 0.1662
2026-01-20 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,616 -55 -1.50 1,071 3.48 0.1809
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,671 145 4.11 1,036 -0.38 0.1776
2025-07-18 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,526 527 17.57 1,039 39.46 0.1952
2025-04-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,999 60 2.04 746 15.50 0.1557
2025-02-06 2024-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,939 -201 -6.40 646 -7.06 0.1190
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,939 -201 646 0.1190
2024-11-20 2024-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,140 139 4.63 694 33.72 0.1324
2024-10-09 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,140 139 694 0.1324
2024-07-17 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,001 300 11.11 519 0.78 0.1044
2024-04-10 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,701 7 0.26 516 17.05 0.1068
2024-02-13 2023-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,694 11 0.41 441 17.02 0.0981
2024-01-10 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,694 11 441 0.0981
2023-10-10 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,683 246 10.09 376 15.34 0.0936
2023-07-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,437 10 0.41 326 2.52 0.0764
2023-04-28 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,427 -220 -8.31 318 -14.52 0.0784
2023-01-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,647 -4 -0.15 373 18.10 0.1004
2022-10-07 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,651 13 0.49 315 -15.32 0.0948
2022-07-13 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,638 -28 -1.05 372 7.51 0.1096
2022-04-07 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,666 419 18.65 346 15.33 0.0844
2022-01-13 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,247 -392 -14.85 300 -18.03 0.0727
2021-10-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,639 21 0.80 366 -4.44 0.0938
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,618 345 15.18 383 26.82 0.0984
2021-04-26 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,273 -200 -8.09 302 0.00 0.0845
2021-03-10 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,473 2,473 302 0.0822
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.