International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership6,703 shares
Latest Disclosed Value $ 1,624,868
TRUE Private Wealth Advisors reports 2.20% decrease in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 6,703 shares of International Business Machines Corporation (MX:IBM) valued at $1,624,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,854 shares of International Business Machines Corporation. This represents a change in shares of -2.20% 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)
2026-05-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,703 -151 -2.20 1,625 -20.00 0.1549
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,854 -324 -4.51 2,030 0.25 0.2034
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,178 465 6.93 2,025 2.38 0.2066
2025-08-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,713 673 11.14 1,979 31.78 0.2223
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,040 -290 -4.58 1,502 7.91 0.1824
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,330 -3 -0.05 1,392 -0.64 0.1689
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,333 -194 -2.97 1,400 24.11 0.1671
2024-07-16 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,527 80 1.24 1,129 -8.37 0.1278
2024-04-25 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,447 765 13.46 1,231 32.51 0.1412
2024-01-30 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,682 -50 -0.87 929 15.55 0.1176
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,732 318 5.87 804 11.05 0.1117
2023-08-11 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,414 3 0.06 724 2.12 0.1070
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,411 -338 -5.88 709 -12.36 0.1050
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,749 11 0.19 810 18.80 0.1247
2022-11-04 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 5,738 -736 -11.37 681 -25.49 0.1031
2022-07-28 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 6,474 2 0.03 914 2.81 0.1330
2022-05-09 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 6,472 1 0.02 889 2.89 0.1251
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 6,471 796 14.03 864 9.64 0.1230
2021-11-05 2021-09-30 13F International Business Machines COM 459200101 5,675 1 0.02 788 -5.17 0.1147
2021-08-10 2021-06-30 13F International Business Machines COM 459200101 5,674 -23 -0.40 831 9.49 0.1234
2021-05-12 2021-03-31 13F International Business Machines COM 459200101 5,697 752 15.21 759 22.03 0.1227
2021-01-11 2020-12-31 13F International Business Machines COM 459200101 4,945 -148 -2.91 622 0.48 0.1042
2020-10-09 2020-09-30 13F International Business Machines COM 459200101 5,093 -199 -3.76 619 -3.13 0.1057
2020-07-07 2020-06-30 13F International Business Machines COM 459200101 5,292 315 6.33 639 15.76 0.1169
2020-04-20 2020-03-31 13F International Business Machines COM 459200101 4,977 -927 -15.70 552 -30.21 0.1176
2020-01-27 2019-12-31 13F International Business Machines COM 459200101 5,904 -19 -0.32 791 -8.13 0.1213
2019-10-09 2019-09-30 13F International Business Machines COM 459200101 5,923 -102 -1.69 861 3.73 0.1487
2019-08-01 2019-06-30 13F International Business Machines COM 459200101 6,025 -85 -1.39 830 -3.71 0.1414
2019-04-25 2019-03-31 13F International Business Machines COM 459200101 6,110 82 1.36 862 25.84 0.1643
2019-01-14 2018-12-31 13F International Business Machines COM 459200101 6,028 -1,200 -16.60 685 -99.94 0.1208
2018-10-18 2018-09-30 13F International Business Machines COM 459200101 7,228 52 0.72 1,092,897 108,971.56 0.1538
2018-07-13 2018-06-30 13F International Business Machines COM 459200101 7,176 878 13.94 1,002 3.73 0.1572
2018-04-25 2018-03-31 13F International Business Machines COM 459200101 6,298 166 2.71 966 2.77 0.1659
2018-01-19 2017-12-31 13F International Business Machines COM 459200101 6,132 768 14.32 940 20.82 0.1629
2017-10-27 2017-09-30 13F International Business Machines COM 459200101 5,364 3 0.06 778 -5.58 0.1753
2017-08-07 2017-06-30 13F International Business Machines COM 459200101 5,361 -627 -10.47 824 -20.00 0.1910
2017-04-20 2017-03-31 13F International Business Machines COM 459200101 5,988 0 0.00 1,030 -1.25 0.2356
2017-02-14 2016-12-31 13F International Business Machines COM 459200101 5,988 1 0.02 1,043 13.37 0.2547
2016-11-08 2016-09-30 13F International Business Machines COM 459200101 5,987 1 0.02 920 1.32 0.2950
2016-08-01 2016-06-30 13F International Business Machines COM 459200101 5,986 -52 -0.86 908 -0.66 0.3038
2016-06-16 2016-03-31 13F/A-1 International Business Machines COM 459200101 6,038 1,233 25.66 914 38.28 0.3554
2016-05-11 2016-03-31 13F International Business Machines COM 459200101 6,038 914
2016-03-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHINES COM 459200101 4,805 4,805 661 0.2909
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.