International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCalamos Advisors LLC
Latest Disclosed Ownership123,566 shares
Latest Disclosed Value $ 29,951,200
Calamos Advisors LLC reports 7.14% increase in ownership of IBM / International Business Machines Corporation

On May 4, 2026 - Calamos Advisors LLC filed a 13F-HR form disclosing ownership of 123,566 shares of International Business Machines Corporation (MX:IBM) valued at $29,951,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 115,326 shares of International Business Machines Corporation. This represents a change in shares of 7.14% 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)
2026-05-04 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 123,566 8,240 7.14 29,951 -12.32 0.1056
2026-01-29 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 115,326 -4,544 -3.79 34,161 1.00 0.1283
2025-10-20 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 119,870 -40,335 -25.18 33,823 -28.38 0.1249
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 160,205 -670 -0.42 47,225 18.05 0.1859
2025-04-29 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 160,875 -8,970 -5.28 40,003 7.14 0.1741
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 169,845 -4,520 -2.59 37,337 -3.14 0.1561
2024-11-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 174,365 14,022 8.75 38,549 39.01 0.1667
2024-07-25 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 160,343 9,392 6.22 27,731 -3.80 0.1232
2024-05-08 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 150,951 21,909 16.98 28,826 36.59 0.1366
2024-01-31 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 129,042 -1,685 -1.29 21,105 15.07 0.1024
2023-10-26 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 130,727 0 0.00 18,341 4.85 0.0953
2023-07-28 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 130,727 0 0.00 17,493 2.07 0.0865
2023-05-04 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 130,727 -16,342 -11.11 17,137 -17.29 0.0837
2023-01-26 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 147,069 -26,002 -15.02 20,721 0.76 0.0972
2022-10-24 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 173,071 0 0.00 20,563 -15.85 0.0941
2022-08-01 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 173,071 4,660 2.77 24,436 11.60 0.1054
2022-05-03 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 168,411 22,446 15.38 21,897 12.23 0.0822
2022-02-01 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 145,965 5,651 4.03 19,510 0.08 0.0729
2021-10-26 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 140,314 12,381 9.68 19,494 3.95 0.0851
2021-07-22 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 127,933 29,098 29.44 18,754 42.39 0.0857
2021-04-12 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 98,835 3,054 3.19 13,171 9.24 0.0719
2021-01-27 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 95,781 -4,148 -4.15 12,057 -0.83 0.0700
2020-10-26 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 99,929 -8,770 -8.07 12,158 -7.39 0.0783
2020-07-27 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 108,699 -6,955 -6.01 13,128 2.33 0.0928
2020-04-28 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 115,654 -10,216 -8.12 12,829 -23.96 0.1007
2020-01-15 2019-12-31 13F INTL BUSINESS MACHINES COMMON STOCK 459200101 125,870 -2,054 -1.61 16,872 -9.30 0.0834
2019-10-21 2019-09-30 13F INTL BUSINESS MACHINES COMMON STOCK 459200101 127,924 10,938 9.35 18,603 15.32 0.1013
2019-08-07 2019-06-30 13F INTL BUSINESS MACHINES COMMON STOCK 459200101 116,986 43,913 60.09 16,132 56.45 0.0896
2019-04-12 2019-03-31 13F INTL BUSINESS MACHINES COMMON STOCK 459200101 73,073 730 1.01 10,311 25.39 0.0643
2019-01-24 2018-12-31 13F INTL BUSINESS MACHINES COMMON STOCK 459200101 72,343 10,529 17.03 8,223 -12.03 0.0543
2018-10-22 2018-09-30 13F INTL BUSINESS MACHINES COMMON STOCK 459200101 61,814 3,907 6.75 9,347 15.54 0.0514
2018-07-17 2018-06-30 13F INTL BUSINESS MACHINES COMMON STOCK 459200101 57,907 -36,771 -38.84 8,090 -44.31 0.0494
2018-04-13 2018-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 94,678 4,439 4.92 14,527 4.93 0.0945
2018-02-13 2017-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 90,239 -2,618 -2.82 13,844 2.76 0.0706
2017-10-25 2017-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 92,857 2,598 2.88 13,472 -2.97 0.1042
2017-08-09 2017-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 90,259 -18,210 -16.79 13,885 -26.49 0.1026
2017-04-20 2017-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 108,469 -484 -0.44 18,889 4.45 0.1487
2017-02-06 2016-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 108,953 -1,417 -1.28 18,085 3.15 0.1437
2016-11-14 2016-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 110,370 -1,134 -1.02 17,532 3.59 0.1253
2016-07-26 2016-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 111,504 -960 -0.85 16,924 -0.64 0.1187
2016-04-25 2016-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 112,464 6,671 6.31 17,033 16.99 0.1130
2016-02-05 2015-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 105,793 0 0.00 14,559 -5.07 0.0925
2015-11-10 2015-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 105,793 3,935 3.86 15,337 -7.43 0.1057
2015-08-14 2015-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 101,858 -5,649 -5.25 16,568 -3.98 0.1023
2015-05-13 2015-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 107,507 -5,647 -4.99 17,255 -4.95 0.1082
2015-02-13 2014-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 113,154 17,954 18.86 18,154 0.45 0.1201
2014-11-14 2014-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 95,200 0 0.00 18,072 4.72 0.1206
2014-08-14 2014-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 95,200 -12,000 -11.19 17,257 -16.37 0.1094
2014-05-16 2014-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 107,200 0 0.00 20,635 2.62 0.1319
2014-02-14 2013-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 107,200 0 0.00 20,108 1.29 0.1279
2013-11-14 2013-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 107,200 18,000 20.18 19,851 16.45 0.1245
2013-08-12 2013-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 89,200 89,200 17,047 0.1114
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.