International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership1,444 shares
Latest Disclosed Value $ 349,971
Wealth Alliance Advisory Group, LLC reports 63.90% decrease in ownership of IBM / International Business Machines Corporation

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 1,444 shares of International Business Machines Corporation (MX:IBM) valued at $349,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 4,000 shares of International Business Machines Corporation. This represents a change in shares of -63.90% 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)
2026-04-09 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,444 -2,556 -63.90 350 -70.52 0.0554
2026-01-29 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,000 -1,532 -27.69 1,185 -24.10 0.2029
2025-10-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,532 4,225 323.26 1,561 305.19 0.2815
2025-07-07 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,307 -115 -8.09 385 9.07 0.0734
2025-04-10 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,422 -495 -25.82 354 -16.15 0.0733
2025-01-15 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,917 -325 -14.50 421 -14.95 0.0891
2024-10-18 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,242 -3,301 -59.55 496 -48.33 0.1041
2024-07-30 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,543 -254 -4.38 959 -13.38 0.2159
2024-04-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,797 950 19.60 1,107 39.65 0.2569
2024-01-10 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,847 -195 -3.87 793 12.02 0.2070
2023-10-10 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,042 -760 -13.10 707 -8.89 0.2098
2023-07-13 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,802 322 5.88 776 8.08 0.2741
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,480 1,730 46.13 718 35.98 0.2688
2023-01-17 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,750 886 30.94 528 55.29 0.2021
2022-10-12 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,864 603 26.67 340 6.58 0.1499
2022-07-08 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,261 289 14.66 319 24.61 0.1507
2022-04-18 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,972 -34 -1.69 256 -4.48 0.1110
2022-01-13 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,006 302 17.72 268 13.08 0.1165
2021-10-08 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,704 183 12.03 237 6.28 0.1152
2021-07-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,521 -50 -3.18 223 6.70 0.1085
2021-04-28 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,571 1,571 209 0.1072
2020-04-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,495 -100.00 0 -100.00
2020-01-24 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,495 -205 -12.06 200 -17.70 0.1142
2019-11-01 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,700 0 0.00 243 -0.41 0.1510
2019-07-17 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,700 0 0.00 244 4.27 0.1504
2019-05-14 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,700 1,700 234 0.1509
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.