International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership4,204 shares
Latest Disclosed Value $ 1,019,008
Atwood & Palmer Inc reports 0.10% increase in ownership of IBM / International Business Machines Corporation

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 4,204 shares of International Business Machines Corporation (MX:IBM) valued at $1,019,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,200 shares of International Business Machines Corporation. This represents a change in shares of 0.10% 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)
2026-04-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,204 4 0.10 1,019 -18.09 0.0575
2026-01-28 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,200 0 0.00 1,244 4.98 0.0707
2025-10-15 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,200 0 0.00 1,185 -4.28 0.0696
2025-07-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,200 51 1.23 1,238 20.08 0.0774
2025-04-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,149 -1,150 -21.70 1,032 -11.43 0.0716
2025-01-16 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,299 0 0.00 1,165 -0.60 0.0798
2024-10-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,299 0 0.00 1,172 27.84 0.0796
2024-07-10 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,299 0 0.00 916 -9.40 0.0694
2024-04-10 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,299 164 3.19 1,012 20.50 0.0768
2024-01-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,135 235 4.80 840 22.13 0.0679
2023-10-20 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,900 0 0.00 687 4.89 0.0603
2023-07-18 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,900 0 0.00 656 2.02 0.0586
2023-04-21 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,900 0 0.00 642 -6.96 0.0604
2023-01-31 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,900 0 0.00 690 18.56 0.0624
2022-10-12 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,900 0 0.00 582 -15.90 0.0577
2022-07-21 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,900 -350 -6.67 692 1.32 0.0674
2022-04-29 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,250 -545 -9.40 683 -11.87 0.0590
2022-01-24 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,795 -215 -3.58 775 -7.19 0.0649
2021-10-29 2021-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 6,010 45 0.75 835 -4.46 0.0745
2021-10-19 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,010 45 835 0.0745
2021-07-26 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,965 -293 -4.68 874 4.80 0.0785
2021-04-26 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,258 -142 -2.22 834 3.47 0.0803
2021-02-04 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,400 200 3.23 806 6.90 0.0865
2020-10-28 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,200 -75 -1.20 754 -0.53 0.0949
2020-07-24 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,275 0 0.00 758 8.91 0.1025
2020-04-20 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,275 75 1.21 696 -16.25 0.1093
2020-02-05 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,200 0 0.00 831 -7.87 0.1068
2019-10-21 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,200 0 0.00 902 5.50 0.1216
2019-07-17 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,200 -100 -1.59 855 -3.82 0.1155
2019-04-23 2019-03-31 13F INTERNATIONAL BUSINESS MAC COM 459200101 6,300 0 0.00 889 24.16 0.1259
2019-02-01 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,300 -600 -8.70 716 -31.35 0.1137
2018-10-29 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,900 -15 -0.22 1,043 7.97 0.1361
2018-07-19 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,915 -1,742 -20.12 966 -27.26 0.1326
2018-04-30 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,657 -300 -3.35 1,328 -3.35 0.1893
2018-02-08 2017-12-31 13F INTERNATIONAL BUSINESS M COM 459200101 8,957 233 2.67 1,374 8.53 0.1928
2017-10-16 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,724 -36 -0.41 1,266 -6.08 0.1833
2017-08-08 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,760 1,400 19.02 1,348 5.15 0.2115
2017-04-28 2017-03-31 13F INTERNATIONAL BUSINESS M COM 459200101 7,360 996 15.65 1,282 21.40 0.2049
2017-02-06 2016-12-31 13F INTERNATIONAL BUSINESS MA COM 459200101 6,364 -233 -3.53 1,056 0.76 0.1900
2016-11-08 2016-09-30 13F INTERNATIONAL BUSINESS MACH COM 459200101 6,597 0 0.00 1,048 4.70 0.1903
2016-07-21 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,597 -354 -5.09 1,001 -4.94 0.1809
2016-04-28 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,951 -850 -10.90 1,053 -1.96 0.1872
2016-01-28 2015-12-31 13F INTERNATIONAL BUSINESS MAC COM 459200101 7,801 293 3.90 1,074 -1.29 0.2039
2015-11-12 2015-09-30 13F INTERNATIONAL BUSINESS MAC COM 459200101 7,508 0 0.00 1,088 -10.89 0.2124
2015-07-31 2015-06-30 13F INTERNATIONAL BUSINESS MACH COM 459200101 7,508 -100 -1.31 1,221 0.00 0.2195
2015-05-05 2015-03-31 13F INTERNATIONAL BUSINESS MA COM 459200101 7,608 2,607 52.13 1,221 52.05 0.2179
2015-02-17 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,001 -643 -11.39 803 -45.04 0.1499
2014-12-02 2014-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,644 -1,567 -21.73 1,461 11.78 0.2760
2014-11-12 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,644 -1,567 1,461 0.2676
2014-08-11 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,211 1,580 28.06 1,307 20.57 0.3487
2014-04-11 2014-03-31 13F Int'l Business Mach COM 459200101 5,631 0 0.00 1,084 2.65 0.2536
2014-01-17 2013-12-31 13F Int'l Business Mach COM 459200101 5,631 65 1.17 1,056 2.42 0.2605
2013-10-09 2013-09-30 13F Int'l Business Mach COM 459200101 5,566 0 0.00 1,031 -3.10 0.2845
2013-07-18 2013-06-30 13F Int'l Business Mach COM 459200101 5,566 5,566 1,064 0.2878
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.