International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership226,537 shares
Latest Disclosed Value $ 54,910,355
Beacon Pointe Advisors, LLC reports 11.09% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 226,537 shares of International Business Machines Corporation (MX:IBM) valued at $54,910,355 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 203,929 shares of International Business Machines Corporation. This represents a change in shares of 11.09% 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)
2026-05-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 226,537 22,608 11.09 54,910 -9.10 0.2903
2026-02-18 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 203,929 8,413 4.30 60,406 9.50 0.4235
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 195,516 -12,486 -6.00 55,167 -10.03 0.4673
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 208,002 -4,632 -2.18 61,315 15.96 0.6399
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 212,634 253 0.12 52,874 13.25 0.5937
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 212,381 -4,603 -2.12 46,688 -2.67 0.5173
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 216,984 -1,123 -0.51 47,971 27.17 0.5531
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 218,107 -3,513 -1.59 37,722 -10.87 0.4461
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 221,620 -9,885 -4.27 42,321 11.77 0.4706
2024-02-08 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 231,505 50,743 28.07 37,863 49.29 0.4525
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 180,762 59,236 48.74 25,361 55.96 0.3160
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 121,526 2,397 2.01 16,261 4.13 0.2656
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 119,129 7,739 6.95 15,617 -0.49 0.2662
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 111,390 12,235 12.34 15,694 32.91 0.3044
2022-11-09 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 99,155 7,292 7.94 11,807 -8.82 0.2642
2022-08-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 91,863 -29,697 -24.43 12,949 -18.07 0.2733
2022-05-17 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 121,560 34,640 39.85 15,805 36.04 0.2167
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 86,920 -320 -0.37 11,618 -4.14 0.3027
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 87,240 29,997 52.40 12,120 44.44 0.2989
2021-08-17 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 57,243 49,711 660.00 8,391 736.59 0.2973
2021-05-18 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,532 -4,815 -39.00 1,003 -35.50 0.0616
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,347 5,810 88.88 1,555 95.35 0.1064
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,537 -4,645 -41.54 796 -41.08 0.0770
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,182 5,936 113.15 1,351 132.93 0.1353
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,246 1,596 43.73 580 18.61 0.0924
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,650 3,650 489 0.1516
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,535 -100.00 0 -100.00
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,535 -23,297 -90.19 348 -90.45 0.1270
2019-05-14 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,832 23,823 1,185.81 3,643 1,511.95 1.3669
2019-02-01 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,009 2,009 226 0.1373
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.