International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership121,713 shares
Latest Disclosed Value $ 29,502,099
CapWealth Advisors, LLC reports 0.04% increase in ownership of IBM / International Business Machines Corporation

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 121,713 shares of International Business Machines Corporation (MX:IBM) valued at $29,502,099 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 121,670 shares of International Business Machines Corporation. This represents a change in shares of 0.04% 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)
2026-05-05 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 121,713 43 0.04 29,502 -18.14 2.1899
2026-02-06 2025-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 121,670 2,164 1.81 36,040 6.88 2.4666
2026-02-02 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 121,670 2,164 36,040 2.4497
2026-02-06 2025-09-30 13F/A-2 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 119,506 -10,311 -7.94 33,720 -11.88 2.3217
2025-10-30 2025-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 119,506 -10,311 33,720 2.3046
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 119,506 -10,311 33,720 3.0401
2025-07-29 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 129,817 -2,467 -1.86 38,268 16.34 3.7674
2025-04-30 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 132,284 -9,462 -6.68 32,894 5.56 3.5616
2025-01-30 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 141,746 -7,580 -5.08 31,160 -5.61 3.4156
2024-10-31 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 149,326 -2,813 -1.85 33,013 25.46 3.5903
2024-08-05 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 152,139 -3,108 -2.00 26,312 -11.24 3.3238
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 155,247 -618 -0.40 29,646 16.30 3.3276
2024-01-31 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 155,865 -3,707 -2.32 25,492 13.87 3.1091
2023-11-01 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 159,572 -1,900 -1.18 22,388 3.61 2.8730
2023-08-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 161,472 -1,549 -0.95 21,607 1.10 2.6355
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 163,021 -777 -0.47 21,370 -7.40 2.6657
2023-02-01 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 163,798 -19 -0.01 23,078 18.57 2.7123
2022-11-02 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 163,817 528 0.32 19,463 -15.58 2.5684
2022-08-05 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 163,289 9,031 5.85 23,055 14.95 2.7806
2022-05-04 2022-03-31 13F/A-2 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 154,258 2,763 1.82 20,057 -0.95 2.0532
2022-05-03 2022-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 156,258 4,763 20,317 1.9652
2022-05-02 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 156,258 4,763 20,317 2.1638
2022-02-10 2021-12-31 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 151,495 4,678 3.19 20,249 -0.73 2.0603
2021-11-09 2021-09-30 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 146,817 324 0.22 20,397 -5.02 2.2343
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 146,493 34,093 30.33 21,474 43.37 2.3308
2021-05-03 2021-03-31 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 112,400 4,282 3.96 14,978 10.05 1.7044
2021-02-17 2020-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS C COM 459200101 108,118 21,129 24.29 13,610 28.59 1.6221
2021-02-02 2020-12-31 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 108,118 21,129 13,610 1,644,979.3683
2020-11-12 2020-09-30 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 86,989 35,368 68.51 10,584 69.78 1.4137
2020-08-12 2020-06-30 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 51,621 2,562 5.22 6,234 14.55 0.8810
2020-05-08 2020-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS C COM 459200101 49,059 3,915 8.67 5,442 -10.06 0.9738
2020-05-08 2020-03-31 13F IBM COM 459200101 39,281 -5,863 5,417 774,559.7792
2020-02-18 2019-12-31 13F/A-1 IBM COM 459200101 45,144 302 0.67 6,051 -7.21 0.7615
2020-02-06 2019-12-31 13F IBM COM 459200101 45,144 302 6,051 778,845.6712
2019-10-29 2019-09-30 13F IBM COM 459200101 44,842 5,561 14.16 6,521 20.38 0.8675
2019-08-13 2019-06-30 13F IBM COM 459200101 39,281 1,926 5.16 5,417 2.77 0.7746
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 37,355 -134 -0.36 5,271 23.70 0.8083
2019-02-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS C COM 459200101 37,489 24,828 196.10 4,261 122.62 0.7488
2018-11-14 2018-09-30 13F INTL BUSINESS MACHINES COM 459200101 12,661 8,827 230.23 1,914 257.09 0.3141
2018-08-15 2018-06-30 13F INTL BUSINESS MACHINES COM 459200101 3,834 -36,317 -90.45 536 -91.30 0.0960
2018-05-14 2018-03-31 13F/A-1 INTL BUSINESS MACHINES COM 459200101 40,151 464 1.17 6,160 1.17 1.1912
2018-05-11 2018-03-31 13F INTL BUSINESS MACHINES COM 459200101 39,687 0 6,089
2018-02-15 2017-12-31 13F INTL BUSINESS MACHINES COM 459200101 39,687 -398 -0.99 6,089 4.69 1.0958
2017-11-13 2017-09-30 13F INTL BUSINESS MACHINES COM 459200101 40,085 1,784 4.66 5,816 -1.29 1.1171
2017-08-14 2017-06-30 13F INTL BUSINESS MACHINES COM 459200101 38,301 4,087 11.95 5,892 -1.11 1.1811
2017-05-12 2017-03-31 13F INTL BUSINESS MACHINES COM 459200101 34,214 3,629 11.87 5,958 17.35 1.2199
2017-02-14 2016-12-31 13F INTL BUSINESS MACHINES COM 459200101 30,585 5,157 20.28 5,077 25.70 1.0984
2016-11-14 2016-09-30 13F INTL BUSINESS MACHINES COM 459200101 25,428 24,891 4,635.20 4,039 4,825.61 0.9710
2016-08-03 2016-06-30 13F INTL BUSINESS MACHINES COM 459200101 537 100 22.88 82 24.24 0.0200
2016-05-11 2016-03-31 13F INTL BUSINESS MACHINES COM 459200101 437 287 191.33 66 214.29 0.0168
2016-02-11 2015-12-31 13F INTL BUSINESS MACHINES COM 459200101 150 0 0.00 21 -4.55 0.0051
2015-11-12 2015-09-30 13F INTL BUSINESS MACHINES COM 459200101 150 0 0.00 22 -8.33 0.0055
2015-08-14 2015-06-30 13F INTL BUSINESS MACHINES COM 459200101 150 0 0.00 24 0.00 0.0057
2015-05-12 2015-03-31 13F INTL BUSINESS MACHINES COM 459200101 150 150 0.00 24 0.0056
2015-02-11 2014-12-31 13F INTERNATIONAL BUSINESS MACHIN COM 459200101 0 -550 -100.00 0 -100.00
2014-11-12 2014-09-30 13F INTERNATIONAL BUSINESS MACHIN COM 459200101 550 -206 -27.25 104 -24.09 0.0236
2014-08-08 2014-06-30 13F INTERNATIONAL BUSINESS MACHIN COM 459200101 756 -100 -11.68 137 -16.97 0.0314
2014-05-12 2014-03-31 13F INTERNATIONAL BUSINESS MACHIN COM 459200101 856 0 0.00 165 2.48 0.0444
2014-02-13 2013-12-31 13F INTERNATIONAL BUSINESS MACHIN COM 459200101 856 -320 -27.21 161 -26.15 0.0406
2013-11-13 2013-09-30 13F INTERNATIONAL BUSINESS MACHIN COM 459200101 1,176 -100 -7.84 218 -10.66 0.0607
2013-07-26 2013-06-30 13F INTERNATIONAL BUSINESS MACHIN COM 459200101 1,276 1,276 244 0.0712
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.