International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWagner Wealth Management, Llc
Latest Disclosed Ownership9,464 shares
Latest Disclosed Value $ 2,294,022
Wagner Wealth Management, Llc reports 5.72% increase in ownership of IBM / International Business Machines Corporation

On April 24, 2026 - Wagner Wealth Management, Llc filed a 13F-HR form disclosing ownership of 9,464 shares of International Business Machines Corporation (MX:IBM) valued at $2,294,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 8,952 shares of International Business Machines Corporation. This represents a change in shares of 5.72% 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)
2026-04-24 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,464 512 5.72 2,294 -13.47 0.4632
2026-01-30 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,952 -2,570 -22.31 2,652 -18.46 0.5635
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,522 -13 -0.11 3,251 -4.38 0.7545
2025-07-17 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,535 235 2.08 3,400 21.04 0.7754
2025-04-18 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,300 110 0.98 2,810 14.23 0.7002
2025-01-29 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,190 389 3.60 2,460 3.02 0.6347
2024-10-11 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,801 -2,161 -16.67 2,388 6.51 0.6446
2024-07-18 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,962 -3,098 -19.29 2,242 -26.91 0.6704
2024-04-23 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,060 -5,614 -25.90 3,067 -13.49 0.9348
2024-01-19 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,674 -701 -3.13 3,545 12.90 1.1910
2023-10-18 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,375 311 1.41 3,139 6.33 1.1529
2023-07-28 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,064 -1,428 -6.08 2,952 -4.12 1.1272
2023-05-17 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,492 -8,367 -26.26 3,080 -31.39 1.3992
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,859 2,761 9.49 4,489 29.82 2.7773
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,098 1,411 5.10 3,457 -11.56 2.5635
2022-08-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,687 8,058 41.05 3,909 53.17 3.1137
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,629 88 0.45 2,552 -2.30 1.7839
2022-02-15 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,541 2,019 11.52 2,612 19.16 1.9978
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,522 810 4.85 2,192 -10.53 1.7484
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,712 4,847 40.85 2,450 54.97 1.7562
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,865 5,295 80.59 1,581 91.17 1.2422
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,570 2,081 46.36 827 21.80 0.7857
2018-11-05 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,489 1,348 42.92 679 54.67 0.4526
2018-08-01 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,141 -50 -1.57 439 -10.41 0.3168
2018-05-10 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,191 382 13.60 490 6.29 0.3736
2018-02-22 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,809 2,809 461 0.3448
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.