International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAmerican Investment Services, Inc.
Latest Disclosed Ownership4,179 shares
Latest Disclosed Value $ 1,013,039
American Investment Services, Inc. reports 56.57% decrease in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - American Investment Services, Inc. filed a 13F-HR form disclosing ownership of 4,179 shares of International Business Machines Corporation (MX:IBM) valued at $1,013,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,622 shares of International Business Machines Corporation. This represents a change in shares of -56.57% 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)
2026-05-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,179 -5,443 -56.57 1,013 -64.46 0.2260
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,622 -4,729 -32.95 2,850 -29.61 0.6615
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,351 104 0.73 4,049 -3.57 0.9729
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,247 -1,490 -9.47 4,200 7.31 1.0720
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,737 -787 -4.76 3,913 7.74 0.6888
2025-03-03 2024-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 16,524 -4,801 -22.51 3,632 -22.95 0.6429
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,325 0 4,715 0.7875
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,325 3,430 19.17 4,715 52.36 0.7875
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,895 2,755 18.20 3,095 7.02 0.5481
2024-05-13 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,140 -13,887 -47.84 2,891 -39.10 0.5124
2024-02-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,027 -12,552 -30.19 4,747 -18.62 0.8951
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,579 -16,829 -28.81 5,834 -25.36 1.2459
2023-08-08 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 58,408 -45,050 -43.54 7,816 -46.38 1.5836
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 103,458 0 0.00 14,576 0.00 2.9980
2023-02-06 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 103,458 -16,220 -13.55 14,576 2.51 2.9980
2022-11-09 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 119,678 2,978 2.55 14,219 -13.70 3.3829
2022-08-02 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 116,700 4,349 3.87 16,477 12.79 3.7546
2022-05-10 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 112,351 -827 -0.73 14,608 -3.43 3.2079
2022-02-08 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 113,178 5,581 5.19 15,127 1.20 3.3134
2021-11-09 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 107,597 4,696 4.56 14,948 -0.90 3.3548
2021-08-03 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 102,901 -525 -0.51 15,084 9.44 3.4742
2021-05-10 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 103,426 -4,001 -3.72 13,783 1.92 3.7309
2021-02-05 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 107,427 -24,893 -18.81 13,523 -16.00 4.1080
2020-10-29 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 132,320 -7,543 -5.39 16,099 -4.69 5.4023
2020-08-03 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 139,863 -14,689 -9.50 16,891 -1.48 5.9372
2020-04-28 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 154,552 2,826 1.86 17,144 -15.70 6.5719
2020-01-29 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 151,726 -4,077 -2.62 20,337 -10.24 6.1467
2019-11-08 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 155,803 1,768 1.15 22,657 6.67 7.1141
2019-08-06 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 154,035 1,384 0.91 21,241 -1.38 6.7386
2019-05-06 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 152,651 20,773 15.75 21,539 43.68 6.8487
2019-01-18 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 131,878 -7,994 -5.72 14,991 -29.12 5.3389
2018-10-20 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 139,872 19,006 15.72 21,150 25.26 7.1318
2018-08-03 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 120,866 12,788 11.83 16,885 1.83 5.8340
2018-04-13 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 108,078 4,087 3.93 16,582 3.94 5.8651
2018-02-08 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 103,991 13,183 14.52 15,954 21.10 5.8286
2017-10-12 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 90,808 11,715 14.81 13,174 8.28 5.0432
2017-08-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 79,093 4,294 5.74 12,167 -6.59 4.8225
2017-04-06 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 74,799 -1,593 -2.09 13,025 2.87 5.2952
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 76,392 8,763 12.96 12,662 17.86 5.2879
2016-10-28 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 67,629 30,594 82.61 10,743 91.12 4.4682
2016-08-15 2016-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 37,035 6,157 19.94 5,621 20.21 2.4307
2016-07-12 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,035 6,157 5,621 2.4307
2016-05-12 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,878 18,587 151.22 4,676 176.52 2.2906
2016-02-10 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,291 12,291 1,691 0.9199
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.