International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAristotle Atlantic Partners, Llc
Latest Disclosed Ownership2,400 shares
Latest Disclosed Value $ 581,736
Aristotle Atlantic Partners, Llc ownership in IBM / International Business Machines Corporation

On May 15, 2026 - Aristotle Atlantic Partners, Llc filed a 13F-HR form disclosing ownership of 2,400 shares of International Business Machines Corporation (MX:IBM) valued at $581,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,400 shares of International Business Machines Corporation. This represents a change in shares of 0.00% 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 2,400 0 0.00 582 -18.17 0.0154
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 711 4.87 0.0325
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 677 -4.24 0.0196
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 707 18.62 0.0215
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 597 13.09 0.0201
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 528 -0.57 0.0166
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 531 27.71 0.0165
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 415 -9.39 0.0134
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 458 16.84 0.0150
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 393 16.67 0.0138
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 337 4.67 0.0135
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 321 2.23 0.0121
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 315 -7.10 0.0162
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 338 18.60 0.0189
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 285 -15.93 0.0173
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 339 8.65 0.0261
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 312 -2.80 0.0193
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 321 -3.60 0.0186
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 333 -5.40 0.0220
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 352 10.00 0.0232
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 320 5.96 0.0234
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 302 3.42 0.0233
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 292 0.69 0.0257
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 290 9.02 0.0279
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 266 -17.39 0.0406
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 322 -7.74 0.0411
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 0 0.00 349 5.44 0.1005
2019-08-13 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,400 2,400 331 0.0962
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.