International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCapital Advantage, Inc.
Latest Disclosed Ownership1,900 shares
Latest Disclosed Value $ 460,632
Capital Advantage, Inc. reports 22.03% increase in ownership of IBM / International Business Machines Corporation

On April 10, 2026 - Capital Advantage, Inc. filed a 13F-HR form disclosing ownership of 1,900 shares of International Business Machines Corporation (MX:IBM) valued at $460,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,557 shares of International Business Machines Corporation. This represents a change in shares of 22.03% 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)
2026-04-10 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,900 343 22.03 461 -0.22 0.0602
2026-01-07 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,557 13 0.84 461 5.98 0.0622
2025-10-22 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,544 -235 -13.21 436 -16.98 0.0655
2025-07-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,779 -8 -0.45 525 33.67 0.0831
2025-04-10 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,787 0 0.00 393 0.00 0.0716
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,787 1,787 393 0.0716
2021-08-16 2021-06-30 13F International Business Machines Com 459200101 0 -1,645 -100.00 0 -100.00
2021-04-26 2021-03-31 13F International Business Machines Com 459200101 1,645 8 0.49 219 6.31 0.0597
2021-02-17 2020-12-31 13F International Business Machines COM 459200101 1,637 0 0.00 206 1.48 0.0614
2020-11-12 2020-09-30 13F International Business Machines COM 459200101 1,637 1,637 203 0.0668
2020-05-08 2020-03-31 13F International Business Machines COM 459200101 0 -1,892 -100.00 0 -100.00
2020-02-14 2019-12-31 13F International Business Machines COM 459200101 1,892 -134 -6.61 266 -9.83 0.0841
2019-11-12 2019-09-30 13F International Business Machine COM 459200101 2,026 -340 -14.37 295 -11.68 0.1021
2019-05-10 2019-03-31 13F International Business Machine COM 459200101 2,366 -304 -11.39 334 9.87 0.1186
2019-02-07 2018-12-31 13F International Business Machine COM 459200101 2,670 -85 -3.09 304 -27.10 0.1153
2018-11-01 2018-09-30 13F International Business Machine COM 459200101 2,755 -181 -6.16 417 1.71 0.0958
2018-08-01 2018-06-30 13F International Business Machine COM 459200101 2,936 109 3.86 410 -5.53 0.0966
2018-05-02 2018-03-31 13F International Business Machine COM 459200101 2,827 356 14.41 434 14.51 0.1061
2018-02-13 2017-12-31 13F International Business Machine COM 459200101 2,471 125 5.33 379 11.47 0.0977
2017-10-30 2017-09-30 13F International Business Machine COM 459200101 2,346 -162 -6.46 340 -11.92 0.0851
2017-08-08 2017-06-30 13F International Business Machine COM 459200101 2,508 -514 -17.01 386 -26.62 0.1011
2017-05-03 2017-03-31 13F International Business Machine COM 459200101 3,022 67 2.27 526 7.13 0.1441
2017-02-01 2016-12-31 13F International Business Machine COM 459200101 2,955 4 0.14 491 4.69 0.1422
2016-11-02 2016-09-30 13F International Business Machine COM 459200101 2,951 46 1.58 469 6.35 0.1316
2016-08-10 2016-06-30 13F International Business Machine COM 459200101 2,905 -650 -18.28 441 -18.03 0.1281
2016-05-23 2016-03-31 13F International Business Machine COM 459200101 3,555 159 4.68 538 15.20 0.1908
2016-02-26 2015-12-31 13F International Business Machine COM 459200101 3,396 179 5.56 467 0.21 0.1574
2015-10-23 2015-09-30 13F International Business Machine COM 459200101 3,217 1,027 46.89 466 30.90 0.1816
2015-08-14 2015-06-30 13F International Business Machine COM 459200101 2,190 -180 -7.59 356 -6.32 0.1388
2015-05-15 2015-03-31 13F International Business Machine COM 459200101 2,370 -84 -3.42 380 -3.55 0.1560
2015-05-15 2014-12-31 13F International Business Machine COM 459200101 2,454 1,041 73.67 394 47.01 0.1625
2016-06-21 2014-09-30 13F International Business Machine COM 459200101 1,413 0 0.00 268 4.69 0.1397
2016-07-15 2014-06-30 13F International Business Machine COM 459200101 1,413 92 6.96 256 0.79 0.1413
2016-08-09 2014-03-31 13F International Business Machine COM 459200101 1,321 0 0.00 254 2.42 0.1769
2016-08-24 2013-12-31 13F International Business Machine COM 459200101 1,321 1,321 248 0.1667
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.