International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership7,814 shares
Latest Disclosed Value $ 1,894,076
TCI Wealth Advisors, Inc. reports 7.25% increase in ownership of IBM / International Business Machines Corporation

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 7,814 shares of International Business Machines Corporation (MX:IBM) valued at $1,894,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,286 shares of International Business Machines Corporation. This represents a change in shares of 7.25% 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)
2026-04-27 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,814 528 7.25 1,894 -12.23 0.1006
2026-02-02 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,286 176 2.48 2,158 7.58 0.1190
2025-10-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,110 190 2.75 2,006 -1.62 0.1197
2025-07-16 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,920 -46 -0.66 2,040 17.73 0.1398
2025-04-21 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,966 33 0.48 1,732 13.65 0.1387
2025-01-23 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,933 -73 -1.04 1,524 -1.55 0.1273
2024-10-24 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,006 544 8.42 1,549 38.59 0.1306
2024-07-30 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,462 -328 -4.83 1,118 -13.81 0.1054
2024-05-07 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,790 -157 -2.26 1,297 14.08 0.1278
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,947 -203 -2.84 1,136 13.26 0.1212
2023-10-31 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,150 204 2.94 1,003 7.97 0.1280
2023-08-04 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,946 105 1.53 929 3.68 0.1187
2023-05-03 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,841 -11 -0.16 897 -7.15 0.1164
2023-02-07 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,852 880 14.74 965 35.92 0.1336
2022-11-08 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,972 -3 -0.05 710 -15.88 0.1149
2022-07-19 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,975 152 2.61 844 11.49 0.1291
2022-04-29 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,823 53 0.92 757 -1.82 0.1134
2022-01-24 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,770 -266 -4.41 771 -8.10 0.1140
2021-10-29 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,036 43 0.72 839 -4.55 0.1280
2021-08-02 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,993 38 0.64 879 10.71 0.1486
2021-04-29 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,955 -113 -1.86 794 3.93 0.3368
2021-01-21 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,068 -14,620 -70.67 764 -69.65 0.3414
2020-10-20 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,688 15 0.07 2,517 0.80 0.9946
2020-07-20 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,673 -114 -0.55 2,497 8.28 1.0675
2020-04-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,787 474 2.33 2,306 -15.31 1.1375
2020-01-27 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,313 17 0.08 2,723 -7.73 1.0577
2019-10-17 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,296 -23 -0.11 2,951 5.32 1.3106
2019-07-23 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,319 -787 -3.73 2,802 -5.91 1.2621
2019-04-11 2019-03-31 13F INTERNATIONAL BUSINESS MAC COM 459200101 21,106 -1,538 -6.79 2,978 15.70 1.3094
2019-01-17 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,644 1,440 6.79 2,574 -19.71 1.2469
2018-11-02 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,204 -883 -4.00 3,206 3.89 1.3403
2018-07-26 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,087 -221 -0.99 3,086 -9.85 1.3721
2018-04-30 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,308 -109 -0.49 3,423 -0.47 1.5854
2018-02-01 2017-12-31 13F INTERNATIONAL BUSINESS M COM 459200101 22,417 150 0.67 3,439 6.47 1.5103
2017-10-24 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,267 -234 -1.04 3,230 -6.67 1.5806
2017-08-10 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,501 485 2.20 3,461 -9.73 1.7673
2017-05-04 2017-03-31 13F INTERNATIONAL BUSINESS M COM 459200101 22,016 -289 -1.30 3,834 3.57 2.0005
2017-02-10 2016-12-31 13F INTERNATIONAL BUSINESS MA COM 459200101 22,305 170 0.77 3,702 5.29 1.9411
2016-11-01 2016-09-30 13F INTERNATIONAL BUSINESS MACH COM 459200101 22,135 -129 -0.58 3,516 4.05 1.9118
2016-08-09 2016-06-30 13F Intl Business Machines COM 459200101 22,264 -122 -0.54 3,379 -0.32 1.8751
2016-04-29 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,386 -993 -4.25 3,390 5.38 1.8789
2016-02-10 2015-12-31 13F INTERNATIONAL BUSINESS MAC COM 459200101 23,379 207 0.89 3,217 -4.23 1.7920
2015-11-02 2015-09-30 13F INTERNATIONAL BUSINESS MAC COM 459200101 23,172 -1,004 -4.15 3,359 -14.57 2.0242
2015-08-10 2015-06-30 13F INTERNATIONAL BUSINESS MACH COM 459200101 24,176 845 3.62 3,932 4.99 2.2510
2015-04-30 2015-03-31 13F INTERNATIONAL BUSINESS MA COM 459200101 23,331 -391 -1.65 3,745 -1.60 2.3504
2015-02-06 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,722 -914 -3.71 3,806 -18.62 2.3549
2014-11-05 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,636 0 0.00 4,677 4.72 2.9480
2014-08-11 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,636 -10,000 -28.87 4,466 -5.82 2.6883
2014-05-15 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,636 7,673 28.46 4,742 -6.23 3.0918
2014-01-21 2013-12-31 13F Intl Business Machines COM 459200101 26,963 864 3.31 5,057 4.63 3.1725
2013-10-25 2013-09-30 13F Intl Business Machines COM 459200101 26,099 -373 -1.41 4,833 -4.47 3.6737
2013-09-12 2013-06-30 13F Intl Business Machines COM 459200101 26,472 18,500 232.06 5,059 197.59 3.8415
2013-10-18 2013-03-31 13F Intl Business Machines COM 459200101 7,972 3,422 75.21 1,700 94.95 1.8662
2013-10-18 2012-12-31 13F Intl Business Machines COM 459200101 4,550 4,550 872 1.0568
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.