International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionClark Capital Management Group, Inc.
Latest Disclosed Ownership356,727 shares
Latest Disclosed Value $ 86,467,149
Clark Capital Management Group, Inc. reports 48.24% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Clark Capital Management Group, Inc. filed a 13F-HR form disclosing ownership of 356,727 shares of International Business Machines Corporation (MX:IBM) valued at $86,467,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 240,637 shares of International Business Machines Corporation. This represents a change in shares of 48.24% 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 356,727 116,090 48.24 86,467 21.31 0.5336
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 240,637 14,039 6.20 71,279 11.48 0.4379
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 226,598 3,397 1.52 63,937 -2.83 0.4005
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 223,201 216,133 3,057.91 65,795 3,644.74 0.4564
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,068 505 7.69 1,758 21.84 0.0126
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,563 808 14.04 1,443 13.36 0.0101
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,755 292 5.35 1,272 34.75 0.0087
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,463 -1,548 -22.08 945 -29.45 0.0069
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,011 3,039 76.51 1,339 106.16 0.0100
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,972 -1,298 -24.63 650 -12.18 0.0053
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,270 -6 -0.11 739 4.82 0.0074
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,276 867 19.66 706 22.18 0.0063
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,409 -1,242 -21.98 578 -27.51 0.0065
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,651 0 0.00 796 18.63 0.0073
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,651 485 9.39 671 -7.96 0.0088
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,166 1,017 24.51 729 35.25 0.0096
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,149 0 0.00 539 -2.88 0.0060
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,149 400 10.67 555 6.53 0.0068
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,749 -142 -3.65 521 -8.60 0.0071
2021-08-02 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,891 166 4.46 570 14.92 0.0080
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,725 472 14.51 496 21.27 0.0076
2021-01-26 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,253 -100 -2.98 409 0.25 0.0068
2020-11-12 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,353 -254 -7.04 408 -6.42 0.0077
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,607 -1,155 -24.25 436 -17.42 0.0082
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,762 -760 -13.76 528 -28.65 0.0134
2020-01-27 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,522 -109 -1.94 740 -9.65 0.0155
2019-11-06 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,631 115 2.08 819 7.62 0.0186
2019-07-12 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,516 42 0.77 761 -1.42 0.0161
2019-05-08 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,474 -1,441 -20.84 772 -1.78 0.0184
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,915 -171,112 -96.12 786 -97.08 0.0212
2019-05-08 2018-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 178,027 67,766 61.46 26,920 74.76 0.6817
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 178,485 68,230 26,989
2019-05-08 2018-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 110,261 10,117 10.10 15,404 0.25 0.4433
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 110,255 10,111 15,403
2019-05-08 2018-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 100,144 95,556 2,082.74 15,365 2,082.53 0.4814
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 100,158 95,570 15,367
2018-02-14 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,588 2,039 79.99 704 90.27 0.0215
2017-11-14 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,549 691 37.19 370 29.37 0.0125
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,858 -111,941 -98.37 286 -98.56 0.0111
2017-05-11 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 113,799 37,621 49.39 19,817 56.72 0.8788
2017-02-08 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 76,178 27,855 57.64 12,645 64.73 0.6573
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,323 43,883 988.36 7,676 1,038.87 0.4405
2016-08-15 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,440 1,084 32.30 674 32.68 0.0436
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,356 -238 -6.62 508 2.63 0.0394
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,594 -172 -4.57 495 -9.34 0.0401
2015-11-03 2015-09-30 13F INTL BUSINESS MACHINES COM 459200101 3,766 -90 -2.33 546 -12.92 0.0487
2015-08-10 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,856 -279 -6.75 627 -5.71 0.0574
2015-05-07 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,135 1,686 68.84 665 69.21 0.0604
2015-02-17 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,449 -589 -19.39 393 -31.89 0.0359
2014-11-13 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,038 -772 -20.26 577 -16.50 0.0499
2014-08-04 2014-06-30 13F INTL BUSINESS MACHINES Common Stock 459200101 3,810 -24,532 -86.56 691 -87.34 0.0575
2014-05-13 2014-03-31 13F INTL BUSINESS MACHINES COM 459200101 28,342 -2,643 -8.53 5,456 -6.13 0.4698
2014-02-06 2013-12-31 13F INTL BUSINESS MACHINES COM 459200101 30,985 -5,142 -14.23 5,812 -13.12 0.4827
2013-11-08 2013-09-30 13F INTL BUSINESS MACHINES Common Stock 459200101 36,127 -2,516 -6.51 6,690 -9.41 0.5290
2013-08-08 2013-06-30 13F INTL BUSINESS MACHINES Common Stock 459200101 38,643 38,643 7,385 0.6801
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.