국제 비즈니스 기계 공사
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership31,385 shares
Latest Disclosed Value $ 7,607,485
IHT Wealth Management, LLC reports 79.12% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 31,385 shares of International Business Machines Corporation (MX:IBM) valued at $7,607,485 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,522 shares of International Business Machines Corporation. This represents a change in shares of 79.12% 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)
2026-05-15 2026-03-31 13F Intl Business Machines COM 459200101 31,385 13,863 79.12 7,607 46.57 0.1760
2026-02-17 2025-12-31 13F Intl Business Machines COM 459200101 17,522 445 2.61 5,190 7.61 0.1261
2025-11-14 2025-09-30 13F Intl Business Machines COM 459200101 17,077 444 2.67 4,823 -1.63 0.1220
2025-08-14 2025-06-30 13F Intl Business Machines COM 459200101 16,633 172 1.04 4,903 19.79 0.1348
2025-05-15 2025-03-31 13F Intl Business Machines COM 459200101 16,461 469 2.93 4,093 16.44 0.1278
2025-02-14 2024-12-31 13F Intl Business Machines COM 459200101 15,992 -3,837 -19.35 3,515 -19.66 0.1134
2024-11-14 2024-09-30 13F Intl Business Machines COM 459200101 19,829 4,332 27.95 4,375 63.00 0.1241
2024-08-14 2024-06-30 13F INTL BUSINESS COM 459200101 15,497 34 0.22 2,684 -9.08 0.1001
2024-05-15 2024-03-31 13F Intl Business Machines COM 459200101 15,463 332 2.19 2,953 19.32 0.1184
2024-02-14 2023-12-31 13F INTL BUSINESS COM 459200101 15,131 201 1.35 2,475 18.15 0.1103
2023-11-14 2023-09-30 13F INTL BUSINESS COM 459200101 14,930 472 3.26 2,095 8.27 0.1062
2023-08-15 2023-06-30 13F INTL BUSINESS COM 459200101 14,458 80 0.56 1,935 2.65 0.1008
2023-05-15 2023-03-31 13F INTL BUSINESS COM 459200101 14,378 1,991 16.07 1,885 7.97 0.1076
2023-02-15 2022-12-31 13F INTL BUSINESS COM 459200101 12,387 -2,024 -14.04 1,745 1.93 0.1096
2022-11-22 2022-09-30 13F INTL BUSINESS COM 459200101 14,411 7,046 95.67 1,712 64.62 0.1301
2022-08-15 2022-06-30 13F INTL BUSINESS COM 459200101 7,365 155 2.15 1,040 10.99 0.0917
2022-05-16 2022-03-31 13F INTL BUSINESS COM 459200101 7,210 -378 -4.98 937 -7.59 0.0710
2022-02-14 2021-12-31 13F INTL BUSINESS COM 459200101 7,588 87 1.16 1,014 -2.69 0.0748
2021-11-15 2021-09-30 13F INTL BUSINESS COM 459200101 7,501 -4,446 -37.21 1,042 -40.49 0.0848
2021-08-16 2021-06-30 13F INTERNATIONAL BUS MACH CORP COM USD0.20 COM 459200101 11,947 2,624 28.15 1,751 40.98 0.1110
2021-05-18 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,323 1,739 22.93 1,242 30.05 0.0893
2021-02-17 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,584 -330 -4.17 955 -0.83 0.0794
2020-11-19 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,914 626 8.59 963 9.43 0.0966
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,288 279 3.98 880 13.26 0.1206
2020-05-13 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,009 970 16.06 777 -3.96 0.1119
2020-02-18 2019-12-31 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 6,039 -63 -1.03 809 -8.79 0.0958
2019-11-15 2019-09-30 13F INTL BUSINESS COM 459200101 6,102 1,499 32.57 887 39.69 0.1206
2019-08-12 2019-06-30 13F INTL BUSINESS COM 459200101 4,603 435 10.44 635 7.99 0.0922
2019-05-16 2019-03-31 13F INTL BUSINESS COM 459200101 4,168 -704 -14.45 588 6.14 0.0980
2019-02-14 2018-12-31 13F INTL BUSINESS COM 459200101 4,872 -8 -0.16 554 -24.93 0.1066
2018-11-14 2018-09-30 13F INTL BUSINESS COM 459200101 4,880 143 3.02 738 11.48 0.1596
2018-08-13 2018-06-30 13F INTL BUSINESS COM 459200101 4,737 179 3.93 662 -3.22 0.1691
2018-05-14 2018-03-31 13F INTL BUSINESS COM 459200101 4,558 107 2.40 684 -6.04 0.1837
2018-02-14 2017-12-31 13F INTL BUSINESS COM 459200101 4,451 2,399 116.91 728 141.06 0.1927
2017-11-14 2017-09-30 13F INTL BUSINESS COM 459200101 2,052 597 41.03 302 1.34 0.1286
2017-08-14 2017-06-30 13F/A-1 INTL BUSINESS COM 459200101 1,455 115 8.58 298 28.45 0.1443
2017-08-14 2017-06-30 13F INTL BUSINESS COM 459200101 1,455 115 36
2017-05-15 2017-03-31 13F INTL BUSINESS COM 459200101 1,340 18 1.36 232 4.98 0.1547
2017-02-14 2016-12-31 13F INTL BUSINESS COM 459200101 1,322 1,322 221 0.1671
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.