International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership29,667 shares
Latest Disclosed Value $ 7,190,984
Clearbridge Investments, LLC reports 2.58% increase in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 29,667 shares of International Business Machines Corporation (MX:IBM) valued at $7,190,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 28,922 shares of International Business Machines Corporation. This represents a change in shares of 2.58% 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)
2026-05-13 2026-03-31 13F International Business Machines COM 459200101 29,667 745 2.58 7,191 -16.06 0.0063
2026-02-11 2025-12-31 13F International Business Machines COM 459200101 28,922 -130 -0.45 8,567 4.50 0.0069
2025-11-13 2025-09-30 13F International Business Machines COM 459200101 29,052 -5,860 -16.79 8,197 -20.35 0.0062
2025-08-12 2025-06-30 13F International Business Machines COM 459200101 34,912 -1,520 -4.17 10,291 13.60 0.0084
2025-05-13 2025-03-31 13F International Business Machines COM 459200101 36,432 1,645 4.73 9,059 18.46 0.0079
2025-02-12 2024-12-31 13F International Business Machines COM 459200101 34,787 -5,970 -14.65 7,647 -15.13 0.0062
2024-11-12 2024-09-30 13F International Business Machines COM 459200101 40,757 978 2.46 9,011 30.98 0.0071
2024-08-27 2024-06-30 13F/A-1 International Business Machines COM 459200101 39,779 -5,062 -11.29 6,880 -19.66 0.0056
2024-08-14 2024-06-30 13F International Business Machines COM 459200101 39,779 -5,062 6,880 0.0056
2024-05-13 2024-03-31 13F International Business Machines COM 459200101 44,841 -812 -1.78 8,563 14.68 0.0068
2024-02-09 2023-12-31 13F International Business Machines COM 459200101 45,653 11,247 32.69 7,467 54.67 0.0064
2023-11-13 2023-09-30 13F International Business Machines COM 459200101 34,406 1,891 5.82 4,827 10.97 0.0046
2023-08-11 2023-06-30 13F International Business Machines COM 459200101 32,515 3,178 10.83 4,351 13.13 0.0039
2023-05-12 2023-03-31 13F International Business Machines COM 459200101 29,337 1,492 5.36 3,846 -1.99 0.0037
2023-02-10 2022-12-31 13F International Business Machines COM 459200101 27,845 -508 -1.79 3,923 16.44 0.0039
2022-11-14 2022-09-30 13F International Business Machines COM 459200101 28,353 -7,486 -20.89 3,369 -33.42 0.0034
2022-08-11 2022-06-30 13F International Business Machines COM 459200101 35,839 4,101 12.92 5,060 22.61 0.0047
2022-05-13 2022-03-31 13F International Business Machines COM 459200101 31,738 -2,800 -8.11 4,127 -10.59 0.0031
2022-02-11 2021-12-31 13F International Business Machines COM 459200101 34,538 -10,980 -24.12 4,616 -27.01 0.0031
2021-11-12 2021-09-30 13F International Business Machines COM 459200101 45,518 -448,551 -90.79 6,324 -91.27 0.0045
2021-08-13 2021-06-30 13F International Business Machines COM 459200101 494,069 2,731 0.56 72,426 10.61 0.0504
2021-05-13 2021-03-31 13F International Business Machines COM 459200101 491,338 -198,767 -28.80 65,476 -24.63 0.0488
2021-02-10 2020-12-31 13F International Business Machines COM 459200101 690,105 -173,544 -20.09 86,870 -17.33 0.0671
2020-11-12 2020-09-30 13F International Business Machines COM 459200101 863,649 -2,802 -0.32 105,080 0.42 0.0903
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 866,451 -13,688 -1.56 104,641 7.18 0.0945
2020-05-22 2020-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 880,139 93,789 11.93 97,634 -8.31 0.1058
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 880,139 93,789 97,634 105,837.9952
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 786,350 -398,680 -33.64 106,488 -38.21 0.0882
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,185,030 4,103 0.35 172,327 5.82 0.1504
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,180,927 -83,591 -6.61 162,850 -8.73 0.1411
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,264,518 53,689 4.43 178,423 29.63 0.1576
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,210,829 -48,887 -3.88 137,635 -27.74 0.1392
2018-11-28 2018-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 1,259,716 309,165 32.52 190,482 43.44 0.1639
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,259,716 309,165 190,482
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 950,551 -22,613 -2.32 132,792 -11.06 0.1087
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 973,164 18,698 1.96 149,313 1.97 0.1409
2018-02-14 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 954,466 -49,238 -4.91 146,434 0.56 0.1353
2017-11-14 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,003,704 11,838 1.19 145,617 -4.56 0.1400
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 991,866 -246,913 -19.93 152,579 -29.27 0.1500
2017-06-07 2017-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 1,238,779 -782,190 -38.70 215,721 -35.69 0.2170
2017-05-15 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,238,779 215,721
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,020,969 1,160,667 134.91 335,461 145.47 0.3687
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 860,302 4,888 0.57 136,659 5.26 0.1539
2016-08-15 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 855,414 131,484 18.16 129,835 18.42 0.1534
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 723,930 -5,538 -0.76 109,639 9.21 0.1310
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 729,468 -2,339 -0.32 100,389 -5.37 0.1163
2015-11-16 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 731,807 -9,222 -1.24 106,090 -11.98 0.1270
2015-08-17 2015-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 741,029 -28,241 -3.67 120,536 -2.37 0.1275
2015-08-14 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 741,029 120,536
2015-05-15 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 769,270 112 0.01 123,468 0.05 0.1282
2015-02-17 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 769,158 -97,431 -11.24 123,404 -24.98 0.1298
2014-11-14 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 866,589 -16,492 -1.87 164,505 2.77 0.1811
2014-08-14 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 883,081 -60,681 -6.43 160,076 -11.88 0.1800
2014-05-15 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 943,762 -40,181 -4.08 181,665 -1.57 0.2156
2014-02-14 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 983,943 -105,980 -9.72 184,558 -8.56 0.2300
2013-11-14 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,089,923 -160,291 -12.82 201,832 -15.53 0.2818
2013-08-14 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,250,214 1,250,214 238,929 0.3647
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.