International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCrestwood Advisors Group LLC
Latest Disclosed Ownership34,038 shares
Latest Disclosed Value $ 8,250,381
Crestwood Advisors Group LLC reports 3.19% increase in ownership of IBM / International Business Machines Corporation

On May 5, 2026 - Crestwood Advisors Group LLC filed a 13F-HR form disclosing ownership of 34,038 shares of International Business Machines Corporation (MX:IBM) valued at $8,250,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 32,985 shares of International Business Machines Corporation. This represents a change in shares of 3.19% 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 34,038 1,053 3.19 8,250 -15.56 0.1383
2026-02-03 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 32,985 2,149 6.97 9,770 12.30 0.1627
2025-11-07 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 30,836 5,144 20.02 8,701 14.88 0.1479
2025-08-05 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 25,692 1,055 4.28 7,574 23.62 0.1357
2025-05-05 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 24,637 1,772 7.75 6,126 21.89 0.1164
2025-02-04 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 22,865 749 3.39 5,026 2.80 0.0942
2024-10-30 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 22,116 7,044 46.74 4,889 87.61 0.0934
2024-08-01 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 15,072 111 0.74 2,607 -8.75 0.0539
2024-05-08 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,961 -326 -2.13 2,857 14.24 0.0624
2024-02-13 2023-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 15,287 904 6.29 2,500 23.95 0.0583
2024-01-29 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 15,287 904 2,500 0.0581
2023-11-15 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,383 4,230 41.66 2,018 48.53 0.0529
2023-08-15 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 10,153 -3,849 -27.49 1,359 -25.99 0.0427
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,002 -1,991 -12.45 1,836 -18.55 0.0611
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 15,993 -3,771 -19.08 2,253 -4.05 0.0767
2022-10-26 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,764 -75 -0.38 2,348 -16.17 0.0833
2022-07-07 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,839 -20 -0.10 2,801 8.48 0.0943
2022-04-12 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 19,859 -1,310 -6.19 2,582 -8.73 0.0724
2022-02-15 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 21,169 123 0.58 2,829 -3.25 0.0734
2021-11-03 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 21,046 -154 -0.73 2,924 -5.92 0.0828
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 21,200 93 0.44 3,108 10.49 0.0899
2021-04-21 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 21,107 45 0.21 2,813 6.11 0.0884
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 21,062 3,868 22.50 2,651 26.72 0.0874
2020-10-06 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 17,194 165 0.97 2,092 1.70 0.0786
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 17,029 3,673 27.50 2,057 38.80 0.0824
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,356 -137 -1.02 1,482 -18.08 0.0735
2020-02-12 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,493 -1,181 -8.05 1,809 -15.23 0.0717
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,674 58 0.40 2,134 5.85 0.0938
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,616 1,839 14.39 2,016 11.81 0.0913
2019-05-09 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 12,777 159 1.26 1,803 25.73 0.1291
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 12,618 14 0.11 1,434 -24.76 0.1142
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 12,604 -196 -1.53 1,906 4.32 0.1338
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 12,800 78 0.61 1,827 -6.40 0.1330
2018-05-14 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 12,722 -475 -3.60 1,952 -3.60 0.1530
2018-01-11 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,197 -225 -1.68 2,025 4.01 0.1611
2017-11-20 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,422 -252 -1.84 1,947 -1.32 0.1670
2017-07-31 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,674 -421 -2.99 1,973 -12.04 0.1679
2017-05-03 2017-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,095 6,317 81.22 2,243 73.74 0.1978
2017-04-24 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,897 1,201
2017-01-12 2016-12-31 13F International Business Machine COM 459200101 7,778 -96 -1.22 1,291 3.20 0.1250
2016-11-03 2016-09-30 13F International Business Machine COM 459200101 7,874 -531 -6.32 1,251 -1.96 0.1496
2016-08-15 2016-06-30 13F International Business Machine COM 459200101 8,405 -136 -1.59 1,276 -1.39 0.1577
2016-05-16 2016-03-31 13F International Business Machine COM 459200101 8,541 -1,165 -12.00 1,294 -3.14 0.1527
2016-02-12 2015-12-31 13F International Business Machine COM 459200101 9,706 1,815 23.00 1,336 16.78 0.1612
2015-11-16 2015-09-30 13F International Business Machine COM 459200101 7,891 -289 -3.53 1,144 -14.05 0.1486
2015-08-13 2015-06-30 13F International Business Machine COM 459200101 8,180 -1,322 -13.91 1,331 -12.72 0.1772
2015-05-11 2015-03-31 13F International Business Machine COM 459200101 9,502 -979 -9.34 1,525 -9.33 0.2173
2015-02-18 2014-12-31 13F International Business Machine COM 459200101 10,481 -410 -3.76 1,682 -18.63 0.2532
2014-10-16 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,891 -315 -2.81 2,067 1.77 0.3236
2014-08-01 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,206 2,339 26.38 2,031 18.98 0.3242
2014-04-14 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,867 -2,745 -23.64 1,707 -21.63 0.2788
2014-02-13 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,612 -340 -2.84 2,178 -1.58 0.3477
2013-11-14 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,952 -926 -7.19 2,213 -10.08 0.3880
2013-08-09 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,878 12,878 2,461 0.4553
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.