International Business Machines Corporation
US ˙ NYSE ˙ US4592001014

SecurityIBM / International Business Machines Corporation
InstitutionWealth Alliance
Latest Disclosed Ownership6,088 shares
Latest Disclosed Value $ 1,475,624
Wealth Alliance reports 1.46% decrease in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 6,088 shares of International Business Machines Corporation (US:IBM) valued at $1,475,670 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,178 shares of International Business Machines Corporation. This represents a change in shares of -1.46% during the quarter. The current value of the position is $1,860,675 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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,088 -90 -1.46 1,476 -19.35 0.1457
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,178 338 5.79 1,830 11.05 0.1791
2025-11-07 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,840 -315 -5.12 1,648 -9.21 0.1695
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,155 148 2.46 1,815 21.50 0.2026
2025-05-05 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,007 12 0.20 1,494 13.36 0.1808
2025-02-03 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,995 -154 -2.50 1,318 -3.09 0.1576
2024-11-04 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,149 204 3.43 1,359 32.20 0.1623
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,945 245 4.30 1,028 -5.51 0.1328
2024-05-10 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,700 -46 -0.80 1,089 15.87 0.1428
2024-01-30 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,746 -5 -0.09 940 16.50 0.1318
2023-11-09 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,751 22 0.38 807 5.22 0.1272
2023-08-02 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,729 153 2.74 767 4.79 0.1146
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,576 -556 -9.07 731 -15.30 0.1184
2023-02-13 2022-12-31 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 6,132 -280 -4.37 864 13.25 0.1534
2022-11-14 2022-09-30 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 6,412 -982 -13.28 762 -27.01 0.1504
2022-10-11 2022-06-30 13F/A-1 INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 7,394 3,894 111.26 1,044 129.45 0.2003
2022-08-15 2022-06-30 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 7,394 3,894 1,044 0.1270
2022-05-10 2022-03-31 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 3,500 -1,042 -22.94 455 -25.04 0.0649
2022-05-10 2022-03-31 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 4,900 637
2022-02-14 2021-12-31 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 4,542 -851 -15.78 607 -18.96 0.1221
2021-11-12 2021-09-30 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 5,393 -1,759 -24.59 749 -28.53 0.1682
2021-08-16 2021-06-30 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 7,152 456 6.81 1,048 17.36 0.2468
2021-05-18 2021-03-31 13F INTERNATIONAL BUS MACH CORP COM USD0.20 Stock 459200101 6,696 -395 -5.57 893 0.00 0.2502
2021-02-11 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 7,091 764 12.08 893 15.97 0.2631
2020-12-01 2020-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,327 712 12.68 770 13.57 0.2768
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,327 712 770 226,484.5770
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,615 2,912 107.73 678 126.00 0.2678
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,703 2,703 300 0.1618
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.