International Business Machines Corporation
DE ˙ XTRA ˙ US4592001014
266,90 € ↓ -18,10 (-6,35%)
2026-06-03
AKTIENPREIS
SecurityDE:IBM / International Business Machines Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership269,856 shares
Latest Disclosed Value $ 65,410,325
AE Wealth Management LLC reports 141.77% increase in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 269,856 shares of International Business Machines Corporation (DE:IBM) valued at $56,372,918 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 111,615 shares of International Business Machines Corporation. This represents a change in shares of 141.77% during the quarter. The current value of the position is $72,024,566 USD.

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)
2026-05-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 269,856 158,241 141.77 65,410 97.85 0.0104
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 111,615 3,026 2.79 33,061 7.90 0.1898
2025-11-03 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 108,589 8,797 8.82 30,640 4.16 0.1953
2025-08-06 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 99,792 -11,357 -10.22 29,416 6.43 0.2150
2025-05-06 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 111,149 -1,191 -1.06 27,639 11.92 0.2324
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 112,340 2,664 2.43 24,696 1.85 0.2095
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 109,676 -3,810 -3.36 24,247 23.54 0.2200
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 113,486 -2,060 -1.78 19,627 -11.05 0.1963
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 115,546 -133,171 -53.54 22,065 -52.67 0.2494
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 248,717 -13,051 -4.99 46,614 26.92 0.2380
2023-10-11 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 261,768 -3,643 -1.37 36,726 3.41 0.2195
2023-07-10 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 265,411 -26,314 -9.02 35,515 -7.13 0.2135
2023-04-14 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 291,725 26,751 10.10 38,242 2.44 0.2461
2023-01-31 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 264,974 30,676 13.09 37,332 34.11 0.2699
2022-10-25 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 234,298 24,042 11.43 27,837 -6.23 0.2207
2022-08-03 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 210,256 35,552 20.35 29,686 30.69 0.2375
2022-04-18 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 174,704 18,050 11.52 22,715 8.49 0.1559
2022-01-20 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 156,654 14,064 9.86 20,938 5.69 0.1460
2021-11-01 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 142,590 13,960 10.85 19,810 5.06 0.1632
2021-07-21 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 128,630 16,619 14.84 18,856 26.32 0.1647
2021-04-27 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 112,011 8,993 8.73 14,927 15.11 0.1507
2021-02-01 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 103,018 367 0.36 12,968 3.83 0.1471
2020-11-06 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 102,651 5,346 5.49 12,490 6.28 0.1783
2020-08-05 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 97,305 34,470 54.86 11,752 68.61 0.1816
2020-05-07 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 62,835 8,881 16.46 6,970 -3.62 0.1602
2020-01-15 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 53,954 16,295 43.27 7,232 32.07 0.1569
2019-11-05 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,659 2,821 8.10 5,476 13.99 0.1582
2019-07-22 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,838 15,931 84.26 4,804 80.06 0.1443
2019-05-14 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,907 -1,389 -6.84 2,668 15.65 0.1854
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,296 -1,537 -7.04 2,307 -30.11 0.3949
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,833 4,616 26.81 3,301 37.26 0.1816
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,217 -5,129 -22.95 2,405 -29.84 0.1637
2018-05-14 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,346 189 0.85 3,428 0.85 0.2646
2018-02-06 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,157 3,041 15.91 3,399 22.57 0.3000
2017-11-08 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,116 2,814 17.26 2,773 10.57 0.2573
2017-08-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,302 5,122 45.81 2,508 28.81 0.2993
2017-05-10 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,180 5,807 108.08 1,947 118.27 0.3609
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,373 5,373 892 0.3613
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.