International Business Machines Corporation
BG ˙ BUL ˙ US4592001014
SecurityBG:IBM / International Business Machines Corporation
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership88,097 shares
Latest Disclosed Value $ 24,832,087
Equitable Holdings, Inc. reports 45.92% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 88,097 shares of International Business Machines Corporation (BG:IBM) valued at $24,832,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 60,374 shares of International Business Machines Corporation. This represents a change in shares of 45.92% 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.

Upgrade to unlock premium data and export to Excel .

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 INTERNATIONAL BUSINESS MACHS COM 459200101 88,097 27,723 45.92 24,832 38.86 0.1394
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 60,374 2,198 3.78 17,883 8.95 0.1223
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 58,176 8,341 16.74 16,415 11.74 0.1207
2025-08-15 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 49,835 2,830 6.02 14,690 25.68 0.1211
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 47,005 4,098 9.55 11,688 23.92 0.1110
2025-02-12 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,907 3,184 8.02 9,432 7.41 0.0898
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,723 3,357 9.23 8,782 39.62 0.0850
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,366 5,260 16.91 6,290 5.88 0.0662
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,106 2,025 6.96 5,940 24.89 0.0669
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,081 3,365 13.09 4,756 31.85 0.0587
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,716 -606 -2.30 3,608 2.41 0.0518
2023-08-15 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,322 2,193 9.09 3,522 11.35 0.0506
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,129 5,162 27.22 3,163 18.38 0.0506
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,967 447 2.41 2,672 21.45 0.0465
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,520 2,993 19.28 2,200 0.36 0.0430
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,527 139 0.90 2,192 9.55 0.0418
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,388 1,780 13.08 2,001 10.01 0.0327
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,608 854 6.70 1,819 2.65 0.0286
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,754 1,044 8.92 1,772 3.20 0.0302
2021-08-11 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,710 1,023 9.57 1,717 20.58 0.0296
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,687 1,983 22.78 1,424 29.93 0.0301
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,704 1,413 19.38 1,096 23.56 0.0250
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,291 614 9.20 887 10.05 0.0229
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,677 451 7.24 806 16.64 0.0232
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,226 2,403 62.86 691 34.96 0.0248
2020-05-28 2019-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 3,823 3,823 512 0.0150
2020-02-18 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,823 512 0.0027
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.