International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership22,549 shares
Latest Disclosed Value $ 5,465,636
Wealthcare Advisory Partners LLC reports 0.61% increase in ownership of IBM / International Business Machines Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 22,549 shares of International Business Machines Corporation (MX:IBM) valued at $5,465,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 22,413 shares of International Business Machines Corporation. This represents a change in shares of 0.61% 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)
2026-04-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,549 136 0.61 5,466 -17.67 0.1063
2026-01-14 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,413 330 1.49 6,639 6.53 0.1304
2025-11-07 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,083 1,011 4.80 6,231 0.32 0.1298
2025-07-22 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,072 2,042 10.73 6,212 31.28 0.1417
2025-04-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,030 422 2.27 4,732 15.67 0.1269
2025-01-15 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,608 61 0.33 4,091 -0.24 0.1136
2024-11-04 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,547 1,831 10.95 4,100 41.82 0.1168
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,716 1,211 7.81 2,891 -2.33 0.0903
2024-04-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,505 1,711 12.40 2,961 31.26 0.0971
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,794 907 7.04 2,256 24.72 0.0897
2023-10-12 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,887 -664 -4.90 1,808 -0.28 0.0830
2023-07-17 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,551 275 2.07 1,813 4.20 0.0811
2023-05-04 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,276 -533 -3.86 1,740 -10.54 0.0748
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 13,809 3,634 35.71 1,946 60.88 0.0930
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 10,175 1,346 15.25 1,209 -3.05 0.0690
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 8,829 441 5.26 1,247 14.30 0.0755
2022-04-15 2022-03-31 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 8,388 -2,077 -19.85 1,091 -22.02 0.0663
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 10,465 1,388 15.29 1,399 10.94 0.0837
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHINES Equity 459200101 9,077 586 6.90 1,261 1.29 0.0824
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 8,491 628 7.99 1,245 18.80 0.0833
2021-04-30 2021-03-31 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 7,863 2,263 40.41 1,048 48.65 0.0759
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 5,600 172 3.17 705 6.82 0.0626
2020-10-29 2020-09-30 13F INTERNATIONAL BUSINESS MACHINES COMMON 459200101 5,428 61 1.14 660 1.85 0.0724
2020-07-29 2020-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 5,367 3,541 193.92 648 219.21 0.0808
2020-04-29 2020-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 1,826 -354 -16.24 203 -30.48 0.0298
2020-01-29 2019-12-31 13F IBM COMMON 459200101 2,180 -407 -15.73 292 -22.34 0.0371
2019-10-16 2019-09-30 13F IBM COMMON 459200101 2,587 402 18.40 376 24.92 0.0546
2019-07-30 2019-06-30 13F IBM COMMON 459200101 2,185 208 10.52 301 7.89 0.0477
2019-05-13 2019-03-31 13F IBM COMMON 459200101 1,977 273 16.02 279 43.81 0.0476
2019-02-14 2018-12-31 13F IBM COMMON 459200101 1,704 -10 -0.58 194 -25.10 0.0376
2018-11-14 2018-09-30 13F IBM COMMON 459200101 1,714 -497 -22.48 259 -16.18 0.0476
2018-08-13 2018-06-30 13F IBM COMMON 459200101 2,211 -161 -6.79 309 -15.11 0.0606
2018-05-14 2018-03-31 13F IBM COMMON 459200101 2,372 675 39.78 364 40.00 0.0822
2018-02-14 2017-12-31 13F IBM COMMON 459200101 1,697 505 42.37 260 50.29 0.0669
2017-11-15 2017-09-30 13F IBM COMMON 459200101 1,192 1,025 613.77 173 565.38 0.0514
2017-08-28 2017-06-30 13F IBM COMMON 459200101 167 0 0.00 26 -10.34 0.0126
2017-04-11 2017-03-31 13F IBM COMMON 459200101 167 0 0.00 29 3.57 0.0158
2017-01-11 2016-12-31 13F IBM COMMON 459200101 167 0 0.00 28 3.70 0.0166
2016-10-14 2016-09-30 13F IBM COMMON 459200101 167 0 0.00 27 8.00 0.0175
2016-08-25 2016-06-30 13F IBM COMMON 459200101 167 167 25 0.0176
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.