International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAdvisors Capital Management, LLC
Latest Disclosed Ownership511,252 shares
Latest Disclosed Value $ 123,922,413
Advisors Capital Management, LLC reports 42.41% increase in ownership of IBM / International Business Machines Corporation

On May 1, 2026 - Advisors Capital Management, LLC filed a 13F-HR form disclosing ownership of 511,252 shares of International Business Machines Corporation (MX:IBM) valued at $123,922,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 358,993 shares of International Business Machines Corporation. This represents a change in shares of 42.41% 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)
2026-05-01 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 511,252 152,259 42.41 123,922 16.54 1.4441
2026-01-29 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 358,993 11,838 3.41 106,337 8.56 1.2506
2025-11-07 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 347,155 12,623 3.77 97,953 -0.67 1.2129
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 334,532 9,220 2.83 98,614 21.91 1.3512
2025-05-27 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 325,312 -46,512 -12.51 80,892 -1.04 1.2516
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 371,824 485 0.13 81,738 99,580.49 1.2857
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 371,339 8,255 2.27 82 32.26 1.3358
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 363,084 27,636 8.24 63 -3.12 1.0958
2024-05-06 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 335,448 4,113 1.24 64 18.52 1.1721
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 331,335 5,290 1.62 54 20.00 1.1033
2023-11-15 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 326,045 8,232 2.59 46 7.14 1.1600
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 317,813 15,157 5.01 43 7.69 1.0142
2023-05-04 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 302,656 -86,828 -22.29 40 -27.78 1.0278
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 389,484 -83 -0.02 55 -99.90 1.4908
2022-11-16 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 389,567 39,408 11.25 56,176 13.63 1.5004
2022-08-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 350,159 17,125 5.14 49,439 14.18 1.5059
2022-05-10 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 333,034 46,114 16.07 43,301 12.91 1.1844
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 286,920 -1,537 -0.53 38,350 -4.30 1.0403
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 288,457 24,272 9.19 40,075 3.48 1.2220
2021-08-02 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 264,185 33,832 14.69 38,727 26.16 1.2277
2021-05-12 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 230,353 56,687 32.64 30,696 40.41 1.0763
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 173,666 -680 -0.39 21,861 3.05 0.8367
2020-11-05 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 174,346 142,500 447.47 21,213 451.56 0.9893
2020-08-18 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,846 31,846 3,846 0.1907
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,766 -100.00 0 -100.00
2020-01-10 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,766 1,766 237 0.0111
2019-08-15 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -34,926 -100.00 0 -100.00
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,926 -2,536 -6.77 5,005 17.54 0.3118
2019-01-17 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,462 -119,952 -76.20 4,258 -82.11 0.3100
2018-10-10 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 157,414 -859 -0.54 23,803 7.65 1.5562
2018-08-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 158,273 3,379 2.18 22,111 -6.96 1.5222
2018-05-09 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 154,894 10,137 7.00 23,765 7.01 1.7968
2018-01-24 2017-12-31 13F Intl Business Machines COM 459200101 144,757 2,604 1.83 22,209 7.69 1.7590
2017-10-23 2017-09-30 13F Intl Business Machines COM 459200101 142,153 4,858 3.54 20,623 -2.35 1.6721
2017-07-17 2017-06-30 13F Intl Business Machines COM 459200101 137,295 8,367 6.49 21,120 -5.93 1.7283
2017-04-26 2017-03-31 13F/A-1 International Business Machine COM 459200101 128,928 1,890 1.49 22,451 6.47 1.9351
2017-04-24 2017-03-31 13F International Business Machine COM 459200101 22,462 22,451
2017-01-09 2016-12-31 13F International Business Machine COM 459200101 127,038 10,288 8.81 21,087 13.71 2.0180
2016-11-03 2016-09-30 13F International Business Machine COM 459200101 116,750 2,975 2.61 18,545 7.39 1.8106
2016-08-11 2016-06-30 13F International Business Machine COM 459200101 113,775 12,005 11.80 17,269 12.04 1.7715
2016-04-27 2016-03-31 13F International Business Machine COM 459200101 101,770 101,770 0.00 15,413 1.5589
2015-04-20 2015-03-31 13F International Business Machine COM 459200101 0 -4,837 -100.00 0 -100.00
2015-02-11 2014-12-31 13F International Business Machine COM 459200101 4,837 -22,732 -82.45 776 -85.17 0.0945
2014-11-06 2014-09-30 13F International Business Machine COM 459200101 27,569 2,813 11.36 5,234 16.65 0.6701
2014-07-25 2014-06-30 13F International Business Machine COM 459200101 24,756 4,709 23.49 4,487 16.27 0.6059
2014-04-29 2014-03-31 13F International Business Machine COM 459200101 20,047 4,870 32.09 3,859 35.55 0.5887
2014-02-20 2013-12-31 13F International Business Machine cs 459200101 15,177 -1,434 -8.63 2,847 -7.44 0.4799
2013-10-28 2013-09-30 13F International Business Machine COM 459200101 16,611 2,550 18.14 3,076 14.48 0.6335
2013-08-01 2013-06-30 13F International Business Machine COM 459200101 14,061 14,061 2,687 0.6041
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.