International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionStrategic Wealth Designers
Latest Disclosed Ownership33,911 shares
Latest Disclosed Value $ 8,219,652
Strategic Wealth Designers reports 6.21% increase in ownership of IBM / International Business Machines Corporation

On May 11, 2026 - Strategic Wealth Designers filed a 13F-HR form disclosing ownership of 33,911 shares of International Business Machines Corporation (MX:IBM) valued at $8,219,652 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 31,927 shares of International Business Machines Corporation. This represents a change in shares of 6.21% 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)
2026-05-11 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,911 1,984 6.21 8,220 -13.09 1.0430
2026-02-11 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,927 -11,669 -26.77 9,457 -23.11 1.1623
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 43,596 42,087 2,789.07 12,301 2,670.27 1.0353
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,509 -66 -4.19 445 13.55 0.6442
2025-04-14 2025-03-31 13F ISHARES EXPONENTIAL TECHNOLOGIES ETF COMMON STOCK 459200101 1,575 -46,258 -96.71 392 -96.28 0.6815
2025-01-23 2024-12-31 13F/A-2 IBM COM 459200101 47,833 182 0.38 10,515 0.59 1.1617
2024-10-24 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 47,651 -25,012 -34.42 10,452 -17.85 1.1199
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 72,663 33,139 83.85 12,723 96.83 1.6080
2024-01-16 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,524 5,693 16.83 6,464 36.20 0.9716
2023-11-03 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,831 3,653 12.10 4,747 17.53 0.8604
2023-07-17 2023-06-30 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 30,178 6,417 27.01 4,038 29.67 0.6408
2023-04-24 2023-03-31 13F/A-1 INTERNATIONAL BUS MACH CORP COM COM 459200101 23,761 3,961 20.01 3,115 12.01 0.5777
2023-04-20 2023-03-31 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 7,138 -12,662 3,115 0.5777
2023-01-27 2022-12-31 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 19,800 2,205 12.53 2,780 33.01 0.6428
2022-10-21 2022-09-30 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 17,595 784 4.66 2,090 -11.96 0.6009
2022-08-08 2022-06-30 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 16,811 -1,085 -6.06 2,374 2.02 0.5947
2022-04-26 2022-03-31 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 17,896 615 3.56 2,327 0.74 0.5550
2022-01-21 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,281 4,543 35.66 2,310 28.69 0.6007
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,738 2,748 27.51 1,795 22.61 0.5363
2021-07-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,990 2,690 36.85 1,464 50.46 0.5188
2021-04-22 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,300 1,682 29.94 973 37.62 0.4667
2021-01-26 2020-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,618 658 13.27 707 17.25 0.4142
2020-11-03 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,960 563 12.80 603 13.56 0.4536
2020-07-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,397 -7,437 -62.84 531 -59.56 0.5202
2020-04-20 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,834 2,247 23.44 1,313 2.18 2.1392
2020-02-11 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,587 9,587 1,285 1.3325
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.