International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCrescent Grove Advisors, LLC
Latest Disclosed Ownership2,814 shares
Latest Disclosed Value $ 682,085
Crescent Grove Advisors, LLC ownership in IBM / International Business Machines Corporation

On May 6, 2026 - Crescent Grove Advisors, LLC filed a 13F-HR form disclosing ownership of 2,814 shares of International Business Machines Corporation (MX:IBM) valued at $682,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,814 shares of International Business Machines Corporation. This represents a change in shares of 0.00% 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)
2026-05-06 2026-03-31 13F Intl Business Mach COMM 459200101 2,814 0 0.00 682 -18.13 0.0656
2026-02-10 2025-12-31 13F Intl Business Mach COMM 459200101 2,814 0 0.00 834 5.04 0.0774
2025-11-13 2025-09-30 13F Intl Business Mach COMM 459200101 2,814 0 0.00 794 -4.34 0.0753
2025-08-13 2025-06-30 13F Intl Business Mach COMM 459200101 2,814 0 0.00 830 18.60 0.0804
2025-04-24 2025-03-31 13F Intl Business Mach COMM 459200101 2,814 0 0.00 700 13.11 0.0729
2025-01-21 2024-12-31 13F Intl Business Mach COMM 459200101 2,814 0 0.00 619 -0.64 0.0613
2024-10-30 2024-09-30 13F Intl Business Mach COMM 459200101 2,814 0 0.00 622 27.98 0.0635
2024-07-22 2024-06-30 13F Intl Business Mach COMM 459200101 2,814 -50 -1.75 487 -10.99 0.0533
2024-04-29 2024-03-31 13F Intl Business Mach COMM 459200101 2,864 -300 -9.48 547 5.61 0.0570
2024-01-30 2023-12-31 13F Intl Business Mach COMM 459200101 3,164 8 0.25 517 16.97 0.0577
2023-10-25 2023-09-30 13F Intl Business Mach COMM 459200101 3,156 -1,204 -27.61 443 -24.19 0.0552
2023-07-13 2023-06-30 13F Intl Business Mach COMM 459200101 4,360 488 12.60 583 14.99 0.0626
2023-05-03 2023-03-31 13F Intl Business Mach COMM 459200101 3,872 770 24.82 508 16.02 0.0589
2023-01-12 2022-12-31 13F Intl Business Mach COMM 459200101 3,102 -1,115 -26.44 437 -12.77 0.0454
2022-11-08 2022-09-30 13F Intl Business Mach COMM 459200101 4,217 -2,221 -34.50 501 -44.88 0.0579
2022-07-20 2022-06-30 13F Intl Business Mach COMM 459200101 6,438 -1,549 -19.39 909 -12.43 0.0957
2022-05-04 2022-03-31 13F Intl Business Mach COMM 459200101 7,987 2,167 37.23 1,038 33.42 0.1016
2022-01-24 2021-12-31 13F Intl Business Mach COMM 459200101 5,820 2,480 74.25 778 67.67 0.0730
2021-10-26 2021-09-30 13F Intl Business Mach COMM 459200101 3,340 -1,518 -31.25 464 -34.83 0.0493
2021-07-26 2021-06-30 13F Intl Business Mach COMM 459200101 4,858 -678 -12.25 712 -3.52 0.0749
2021-05-07 2021-03-31 13F Intl Business Mach COMM 459200101 5,536 1,978 55.59 738 64.73 0.0865
2021-02-01 2020-12-31 13F Intl Business Mach COMM 459200101 3,558 194 5.77 448 9.54 0.0585
2020-11-06 2020-09-30 13F Intl Business Mach COMM 459200101 3,364 0 0.00 409 0.74 0.0815
2020-08-03 2020-06-30 13F Intl Business Mach COMM 459200101 3,364 600 21.71 406 32.25 0.0858
2020-04-27 2020-03-31 13F Intl Business Mach COMM 459200101 2,764 -229 -7.65 307 -23.44 0.0683
2020-02-03 2019-12-31 13F Intl Business Mach COMM 459200101 2,993 0 0.00 401 -7.82 0.0696
2019-10-31 2019-09-30 13F Intl Business Mach COMM 459200101 2,993 0 0.00 435 5.33 0.0834
2019-08-06 2019-06-30 13F Intl Business Mach COMM 459200101 2,993 -997 -24.99 413 -26.64 0.0778
2019-05-13 2019-03-31 13F Intl Business Mach COMM 459200101 3,990 3,990 563 0.1154
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.