International Business Machines Corporation
US ˙ NYSE ˙ US4592001014

SecurityIBM / International Business Machines Corporation
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership71,902 shares
Latest Disclosed Value $ 17,428,218
Bogart Wealth, LLC reports 52.77% increase in ownership of IBM / International Business Machines Corporation

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 71,902 shares of International Business Machines Corporation (US:IBM) valued at $17,428,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 47,065 shares of International Business Machines Corporation. This represents a change in shares of 52.77% during the quarter. The current value of the position is $21,975,408 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)
2026-04-28 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 71,902 24,837 52.77 17,428 25.01 0.6716
2026-01-30 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 47,065 -1,783 -3.65 13,941 1.15 0.5594
2025-10-27 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 48,848 -924 -1.86 13,783 -6.05 0.5589
2025-07-30 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 49,772 181 0.36 14,672 18.98 0.6267
2025-05-02 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 49,591 588 1.20 12,331 14.47 0.5818
2025-01-30 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 49,003 -17,006 -25.76 10,772 -26.18 0.5109
2024-10-23 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 66,009 -9,673 -12.78 14,593 11.49 0.6908
2024-07-31 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 75,682 7,510 11.02 13,089 0.55 0.6663
2024-04-25 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 68,172 -599 -0.87 13,018 15.75 0.6697
2024-02-07 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 68,771 -12,584 -15.47 11,247 -1.46 0.6346
2023-10-30 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 81,355 -1,091 -1.32 11,414 3.46 0.7051
2023-07-31 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 82,446 843 1.03 11,032 3.13 0.6992
2023-04-21 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 81,603 4,094 5.28 10,697 -2.04 0.7141
2023-02-06 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 77,509 5,010 6.91 10,920 26.77 0.7602
2022-11-03 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 72,499 10,809 17.52 8,614 -1.10 0.7190
2022-07-22 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 61,690 10,127 19.64 8,710 29.92 0.7641
2022-04-22 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 51,563 7,471 16.94 6,704 13.76 0.5733
2022-01-19 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 44,092 3,959 9.86 5,893 5.69 0.5321
2021-10-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 40,133 2,872 7.71 5,576 2.09 0.5676
2021-08-06 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 37,261 4,968 15.38 5,462 26.93 0.5968
2021-04-16 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 32,293 9,876 44.06 4,303 52.53 0.5994
2021-01-14 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 22,417 2,246 11.13 2,821 14.96 0.5235
2020-10-06 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 20,171 -97 -0.48 2,454 0.25 0.5446
2020-07-08 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 20,268 460 2.32 2,448 11.42 0.5753
2020-04-20 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,808 -450 -2.22 2,197 -19.08 0.5992
2020-02-10 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 20,258 513 2.60 2,715 -5.43 0.8674
2019-11-06 2019-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,745 276 1.42 2,871 6.97 1.4127
2019-10-10 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,745 276 2,871 1.3217
2019-07-11 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,469 1,716 9.67 2,684 7.19 1.6221
2019-04-08 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 17,753 1,615 10.01 2,504 36.53 1.2079
2019-01-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 16,138 15,540 2,598.66 1,834 1,937.78 0.9154
2018-10-16 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 598 2 0.34 90 8.43 0.0521
2018-07-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 596 127 27.08 83 15.28 0.0505
2018-04-12 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 469 0 0.00 72 0.00 0.0416
2018-01-10 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 469 -3 -0.64 72 2.86 0.0461
2017-10-12 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 472 472 70 0.0518
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.