International Business Machines Corporation
DE ˙ XTRA ˙ US4592001014
266,90 € ↓ -18,10 (-6,35%)
2026-06-03
AKTIENPREIS
SecurityDE:IBM / International Business Machines Corporation
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership7,374 shares
Latest Disclosed Value $ 1,787,407
Personal Cfo Solutions, Llc reports 41.54% increase in ownership of IBM / International Business Machines Corporation

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 7,374 shares of International Business Machines Corporation (DE:IBM) valued at $1,540,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 5,210 shares of International Business Machines Corporation. This represents a change in shares of 41.54% during the quarter. The current value of the position is $1,968,121 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)
2026-04-30 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,374 2,164 41.54 1,787 15.81 0.2511
2026-01-22 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,210 -132 -2.47 1,543 2.39 0.2450
2025-11-10 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,342 530 11.01 1,507 6.28 0.2645
2025-08-12 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,812 -1,692 -26.01 1,418 -12.31 0.2624
2025-04-30 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,504 1,035 18.92 1,617 34.53 0.3284
2025-02-07 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,469 114 2.13 1,202 1.61 0.2366
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,355 76 1.44 1,184 29.57 0.1654
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,279 44 0.84 913 -8.61 0.1403
2024-05-13 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,235 -713 -11.99 1,000 2.78 0.1560
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,948 1,441 31.97 973 53.80 0.1684
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,507 17 0.38 632 5.33 0.1250
2023-08-10 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,490 -1,798 -28.59 601 -27.18 0.1219
2023-05-09 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,288 -33 -0.52 824 -7.42 0.1702
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,321 589 10.28 891 30.69 0.1885
2022-11-01 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,732 224 4.07 681 -12.47 0.1710
2022-08-05 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,508 234 4.44 778 13.41 0.1825
2022-05-02 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,274 -1,626 -23.57 686 -25.60 0.1353
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,900 51 0.74 922 -3.15 0.1726
2021-11-18 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,849 2,802 69.24 952 60.54 0.1951
2021-07-22 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,047 -1,609 -28.45 593 -21.35 0.1214
2021-04-21 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,656 384 7.28 754 13.55 0.1630
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,272 -5,421 -50.70 664 66,300.00 0.1643
2020-11-02 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,693 2,137 24.98 1 -99.90 0.3333
2020-08-03 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,556 431 5.30 1,033 14.65 0.3057
2020-04-30 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,125 -1,477 -15.38 901 -29.99 0.3236
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,602 295 3.17 1,287 -5.16 0.3686
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,307 9,307 1,357 0.5405
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.