International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionBraun Stacey Associates Inc
Latest Disclosed Ownership5,630 shares
Latest Disclosed Value $ 1,364,656
Braun Stacey Associates Inc ownership in IBM / International Business Machines Corporation

On April 22, 2026 - Braun Stacey Associates Inc filed a 13F-HR form disclosing ownership of 5,630 shares of International Business Machines Corporation (MX:IBM) valued at $1,364,656 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 5,630 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.

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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)
2026-04-22 2026-03-31 13F INTL BUSINESS MACHINES COM 459200101 5,630 0 0.00 1,365 -18.18 0.0454
2026-01-20 2025-12-31 13F INTL BUSINESS MACHINES COM 459200101 5,630 -770 -12.03 1,668 -7.65 0.0540
2025-10-21 2025-09-30 13F INTL BUSINESS MACHINES COM 459200101 6,400 -227 -3.43 1,806 -7.58 0.0592
2025-08-12 2025-06-30 13F INTL BUSINESS MACHINES COM 459200101 6,627 2,500 60.58 1,954 90.35 0.0707
2025-04-29 2025-03-31 13F INTL BUSINESS MACHINES COM 459200101 4,127 4,127 1,026 0.0420
2022-01-25 2021-12-31 13F I B M COM 459200101 0 -104,507 -100.00 0 -100.00
2021-12-01 2021-09-30 13F I B M COM 459200101 104,507 6,985 7.16 14,519 1.56 0.5812
2021-07-23 2021-06-30 13F I B M COM 459200101 97,522 97,522 14,296 0.5566
2021-02-03 2020-12-31 13F I B M COM 459200101 0 -5,050 -100.00 0 -100.00
2020-10-27 2020-09-30 13F I B M COM 459200101 5,050 -1,400 -21.71 614 -21.18 0.0328
2020-08-06 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,450 -100 -1.53 779 7.15 0.0449
2020-06-09 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,550 100 1.55 727 -15.95 0.0554
2020-01-24 2019-12-31 13F I B M COM 459200101 6,450 0 0.00 865 -7.78 0.0481
2019-10-31 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,450 0 0.00 938 5.51 0.0592
2019-07-25 2019-06-30 13F I B M COM 459200101 6,450 75 1.18 889 -1.22 0.0569
2019-04-25 2019-03-31 13F I B M COM 459200101 6,375 0 0.00 900 24.14 0.0598
2019-01-28 2018-12-31 13F I B M COM 459200101 6,375 -450 -6.59 725 -29.75 0.0574
2018-10-29 2018-09-30 13F I B M COM 459200101 6,825 -300 -4.21 1,032 3.72 0.0660
2018-08-01 2018-06-30 13F I B M COM 459200101 7,125 0 0.00 995 -8.97 0.0675
2018-05-01 2018-03-31 13F I B M COM 459200101 7,125 -1,300 -15.43 1,093 -15.47 0.0752
2018-01-30 2017-12-31 13F I B M COM 459200101 8,425 -75 -0.88 1,293 4.87 0.0866
2017-10-25 2017-09-30 13F I B M COM 459200101 8,500 -2,635 -23.66 1,233 -28.02 0.0843
2017-07-28 2017-06-30 13F I B M COM 459200101 11,135 -83,680 -88.26 1,713 -89.63 0.1112
2017-04-26 2017-03-31 13F I B M COM 459200101 94,815 12,802 15.61 16,511 21.29 1.0476
2017-01-26 2016-12-31 13F I B M COM 459200101 82,013 10,196 14.20 13,613 19.33 0.8943
2016-11-29 2016-09-30 13F I B M COM 459200101 71,817 69,167 2,610.08 11,408 2,737.81 0.7238
2016-08-19 2016-06-30 13F I B M COM 459200101 2,650 2,650 -96.31 402 -96.48 0.0260
2015-12-01 2015-09-30 13F I B M COM 459200101 0 -62,303 -100.00 0 -100.00
2015-08-18 2015-06-30 13F I B M COM 459200101 62,303 62,303 0.00 10,134 0.4315
2014-11-13 2014-09-30 13F I B M COM 459200101 0 -1,240 -100.00 0 -100.00
2014-08-07 2014-06-30 13F I B M COM 459200101 1,240 -12,530 -90.99 225 -91.51 0.0134
2014-05-08 2014-03-31 13F I B M COM 459200101 13,770 -53,323 -79.48 2,651 -78.94 0.1551
2014-02-20 2013-12-31 13F I B M COM 459200101 67,093 -11,510 -14.64 12,585 -13.54 0.7203
2013-11-07 2013-09-30 13F I B M COMMON 459200101 78,603 -3,685 -4.48 14,556 -99.91 0.8958
2013-08-06 2013-06-30 13F I B M COMMON 459200101 82,288 82,288 15,726,143 0.9918
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.