International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWellington Management Group Llp
Latest Disclosed Ownership265,998 shares
Latest Disclosed Value $ 64,475,255
Wellington Management Group Llp reports 5.13% decrease in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Wellington Management Group Llp filed a 13F-HR form disclosing ownership of 265,998 shares of International Business Machines Corporation (MX:IBM) valued at $64,475,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 280,370 shares of International Business Machines Corporation. This represents a change in shares of -5.13% 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.

Upgrade to unlock premium data and export to Excel .

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 265,998 -14,372 -5.13 64,475 -22.36 0.0017
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 280,370 24,670 9.65 83,048 15.11 0.0146
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 255,700 -15,995 -5.89 72,148 -9.92 0.0126
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 271,695 17,636 6.94 80,090 26.78 0.0145
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 254,059 23,038 9.97 63,174 24.39 0.0122
2025-02-12 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 231,021 3,206 1.41 50,785 0.83 0.0093
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 227,815 10,862 5.01 50,365 34.23 0.0088
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 216,953 1,453 0.67 37,522 -8.82 0.0067
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 215,500 1,107 0.52 41,152 17.36 0.0073
2024-02-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 214,393 -32,496 -13.16 35,064 1.23 0.0065
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 246,889 -9,855 -3.84 34,639 0.83 0.0069
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 256,744 181,030 239.10 34,355 246.14 0.0065
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 75,714 -8,647 -10.25 9,925 -16.49 0.0020
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 84,361 -6,640 -7.30 11,886 9.92 0.0024
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 91,001 -232,365 -71.86 10,812 -76.32 0.0023
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 323,366 -85,886 -20.99 45,656 -14.20 0.0092
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 409,252 -862,645 -67.82 53,210 -68.70 0.0091
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,271,897 43,159 3.51 170,002 -0.41 0.0272
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,228,738 -56,715 -4.41 170,708 -9.41 0.0290
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,285,453 -20,517 -1.57 188,435 8.27 0.0314
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,305,970 -490,859 -27.32 174,034 -23.06 0.0306
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,796,829 236,308 15.14 226,185 19.13 0.0416
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,560,521 -76,625 -4.68 189,869 -3.97 0.0393
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,637,146 697,311 74.20 197,718 89.64 0.0440
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 939,835 -1,948,150 -67.46 104,257 -73.07 0.0276
2020-02-11 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,887,985 -3,085,001 -51.65 387,106 -55.43 0.0811
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,972,986 758,980 14.56 868,592 20.80 0.1959
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,214,006 628,474 13.71 719,011 11.13 0.1592
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,585,532 -23,639 -0.51 647,019 23.49 0.1465
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,609,171 -739,557 -13.83 523,925 -35.22 0.1311
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,348,728 709,813 15.30 808,782 24.80 0.1703
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,638,915 -2,968,710 -39.02 648,056 -44.48 0.1443
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,607,625 356,260 4.91 1,167,238 4.92 0.2641
2018-02-13 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,251,365 4,320,519 147.42 1,112,503 161.64 0.2458
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,930,846 119,720 4.26 425,207 -1.67 0.0976
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,811,126 1,476,787 110.68 432,437 86.10 0.1018
2017-05-11 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,334,339 1,006,826 307.42 232,363 327.41 0.0560
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 327,513 -745,820 -69.49 54,365 -68.11 0.0136
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,073,333 37,933 3.66 170,499 8.49 0.0427
2016-08-15 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,035,400 -34,300 -3.21 157,153 -3.00 0.0406
2016-05-13 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,069,700 -978,604 -47.78 162,006 -42.53 0.0426
2016-02-12 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,048,304 -44,229 -2.11 281,887 -7.08 0.0737
2015-11-16 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,092,533 -54,299 -2.53 303,355 -13.13 0.0846
2015-08-14 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,146,832 49,201 2.35 349,204 3.72 0.0901
2015-05-15 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,097,631 83,665 4.15 336,670 4.19 0.0866
2015-02-13 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,013,966 -3,263,321 -61.84 323,121 -67.75 0.0854
2014-11-14 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,277,287 18,250 0.35 1,001,788 5.09 0.2760
2014-08-14 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,259,037 -3,011,018 -36.41 953,305 -40.12 0.2564
2014-05-15 2014-03-31 13F INTERNATIONAL COM 459200101 8,270,055 -57,979 -0.70 1,591,903 1.91 0.4418
2014-02-14 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,328,034 -3,311,341 -28.45 1,562,089 -27.53 0.4492
2013-11-14 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,639,375 1,167,909 11.15 2,155,380 7.70 0.6749
2013-08-14 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,471,466 10,471,466 2,001,202 0.6531
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.