International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionBaron Financial Group, LLC
Latest Disclosed Ownership2,663 shares
Latest Disclosed Value $ 645,384
Baron Financial Group, LLC reports 0.72% increase in ownership of IBM / International Business Machines Corporation

On April 9, 2026 - Baron Financial Group, LLC filed a 13F-HR form disclosing ownership of 2,663 shares of International Business Machines Corporation (MX:IBM) valued at $645,384 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,644 shares of International Business Machines Corporation. This represents a change in shares of 0.72% 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)
2026-04-09 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,663 19 0.72 645 -17.62 0.3481
2026-01-09 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,644 -15 -0.56 783 4.40 0.4199
2025-10-08 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,659 -97 -3.52 750 -7.64 0.4111
2025-07-09 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,756 3 0.11 812 18.71 0.4767
2025-04-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,753 -596 -17.80 684 -7.07 0.4306
2025-01-21 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,349 3 0.09 736 -0.41 0.4566
2024-10-18 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,346 4 0.12 740 28.08 0.4523
2024-07-22 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,342 5 0.15 578 -9.42 0.3675
2024-04-30 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,337 4 0.12 637 16.88 0.3932
2024-01-22 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,333 -95 -2.77 545 13.54 0.3476
2023-10-19 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,428 6 0.18 481 5.03 0.3124
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,422 6 0.18 458 2.24 0.2828
2023-04-06 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,416 46 1.36 448 -5.70 0.2835
2023-01-20 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,370 5 0.15 475 0.3148
2022-11-03 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,365 6 0.18 0 -100.00 0.2695
2022-08-11 2022-06-30 13F International Business Machines COM 459200101 3,359 5 0.15 474 8.72 0.3136
2022-05-13 2022-03-31 13F International Business Machines COM 459200101 3,354 6 0.18 436 -2.46 0.2530
2022-02-09 2021-12-31 13F International Business Machines COM 459200101 3,348 -590 -14.98 447 -18.28 0.2535
2021-11-12 2021-09-30 13F International Business Machines COM 459200101 3,938 5 0.13 547 -5.03 0.3321
2021-08-06 2021-06-30 13F International Business Machines COM 459200101 3,933 -246 -5.89 576 3.60 0.3587
2021-09-01 2021-03-31 13F/A-1 International Business Machines COM 459200101 4,179 -694 -14.24 557 -9.30 0.3836
2021-05-13 2021-03-31 13F International Business Machines COM 459200101 4,179 -694 557 0.3836
2021-09-01 2020-12-31 13F/A-1 International Business Machines COM 459200101 4,873 -243 -4.75 613 -1.45 0.4900
2021-02-09 2020-12-31 13F International Business Machines COM 459200101 4,873 -243 613 0.4900
2020-11-13 2020-09-30 13F International Business Machines COM 459200101 5,116 5,116 622 0.5849
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.