International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership11,213 shares
Latest Disclosed Value $ 2,717,920
Western Wealth Management, LLC reports 43.68% increase in ownership of IBM / International Business Machines Corporation

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,213 shares of International Business Machines Corporation (MX:IBM) valued at $2,717,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,804 shares of International Business Machines Corporation. This represents a change in shares of 43.68% 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)
2026-05-19 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,213 3,409 43.68 2,718 17.57 0.0632
2026-02-05 2025-12-31 13F INTL BUSINESS Common Stock 459200101 7,804 1,093 16.29 2,312 22.08 0.1065
2025-11-06 2025-09-30 13F INTL BUSINESS Common Stock 459200101 6,711 -521 -7.20 1,894 -11.17 0.0999
2025-08-11 2025-06-30 13F INTL BUSINESS Common Stock 459200101 7,232 648 9.84 2,132 30.18 0.1265
2025-04-23 2025-03-31 13F INTL BUSINESS Common Stock 459200101 6,584 487 7.99 1,637 22.16 0.1083
2025-04-16 2024-12-31 13F/A-1 INTL BUSINESS Common Stock 459200101 6,097 -10,816 -63.95 1,340 -64.16 0.0873
2025-02-18 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,962 -13,951 651 0.1955
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,913 11,686 223.57 3,739 314.06 0.2132
2024-07-19 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,227 0 0.00 904 -9.52 0.0670
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,227 -2,879 -35.52 998 -24.68 0.0776
2024-01-31 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,106 -818 -9.17 1,326 5.83 0.0956
2023-11-08 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,924 995 12.55 1,252 18.11 0.1058
2023-08-30 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,929 -276 -3.36 1,061 -1.40 0.0905
2023-08-30 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,205 316 4.01 1,076 -3.24 0.1001
2023-02-03 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,889 -4,849 -38.07 1,112 -28.74 0.1136
2022-11-07 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,738 751 6.27 1,559 -7.91 0.0893
2022-07-18 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,987 2,910 32.06 1,693 43.47 0.0972
2022-05-10 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,077 6,194 214.85 1,180 205.70 0.0573
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,883 -699 -19.51 386 -26.48 0.0381
2021-08-09 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,582 1,058 41.92 525 56.25 0.0540
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,524 498 24.58 336 31.76 0.0452
2021-02-10 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,026 -961 -32.17 255 -29.95 0.0374
2020-10-27 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,987 -12 -0.40 364 0.28 0.0595
2020-07-20 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,999 129 4.49 363 13.79 0.0658
2020-04-27 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,870 142 5.21 319 -12.84 0.0732
2020-02-10 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,728 -244 -8.21 366 -15.86 0.0555
2019-11-08 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,972 -780 -20.79 435 -16.02 0.0905
2019-08-06 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,752 12 0.32 518 -1.52 0.0680
2019-05-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,740 -925 -19.83 526 -0.75 0.1171
2019-02-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,665 4,665 530 0.1426
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.