International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCX Institutional
Latest Disclosed Ownership15,049 shares
Latest Disclosed Value $ 3,648
CX Institutional reports 33.64% increase in ownership of IBM / International Business Machines Corporation

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 15,049 shares of International Business Machines Corporation (MX:IBM) valued at $3,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,261 shares of International Business Machines Corporation. This represents a change in shares of 33.64% 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)
2026-04-06 2026-03-31 13F IBM COM 459200101 15,049 3,788 33.64 4 0.00 0.1113
2026-02-02 2025-12-31 13F IBM COM 459200101 11,261 -823 -6.81 3 0.00 0.0995
2025-10-23 2025-09-30 13F IBM COM 459200101 12,084 5,139 74.00 3 50.00 0.1035
2025-07-16 2025-06-30 13F/A-1 IBM COM 459200101 6,945 -211 -2.95 2 100.00 0.0714
2025-07-11 2025-06-30 13F IBM COM 459200101 6,945 -211 2 0.0711
2025-04-15 2025-03-31 13F IBM COM 459200101 7,156 31 0.44 2 -99.94 0.0672
2025-01-21 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,125 143 2.05 1,566 1.49 0.0622
2024-10-11 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,982 393 5.96 1,544 35.47 0.0685
2024-07-11 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,589 77 1.18 1,140 -8.37 0.0535
2024-04-15 2024-03-31 13F International Business Machines COM 459200101 6,512 -41,624 -86.47 1,244 -84.21 0.0599
2024-01-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,136 -782 -1.60 7,873 14.70 0.4209
2023-10-18 2023-09-30 13F International Business Machines COM 459200101 48,918 10,301 26.67 6,863 32.82 0.3780
2023-07-26 2023-06-30 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 38,617 -5,043 -11.55 5,167 -10.20 0.2676
2023-05-04 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 43,660 37,865 653.41 5,754 605.15 0.3064
2023-02-03 2022-12-31 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 5,795 2,254 63.65 816 93.82 0.0496
2022-11-04 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,541 -286 -7.47 421 -22.04 0.0292
2022-08-02 2022-06-30 13F IBM COM 459200101 3,827 1,221 46.85 540 59.29 0.0408
2022-05-09 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,606 386 17.39 339 14.14 0.0271
2022-01-18 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,220 97 4.57 297 0.68 0.0236
2021-11-10 2021-09-30 13F IBM COM 459200101 2,123 59 2.86 295 -2.64 0.0241
2021-08-04 2021-06-30 13F IBM COM 459200101 2,064 364 21.41 303 33.48 0.0249
2021-04-15 2021-03-31 13F IBM COM 459200101 1,700 218 14.71 227 21.39 0.0203
2021-01-12 2020-12-31 13F IBM COM 459200101 1,482 -2 -0.13 187 3.31 0.0180
2020-10-13 2020-09-30 13F IBM COM 459200101 1,484 -14,184 -90.53 181 -90.41 0.0195
2020-08-06 2020-06-30 13F IBM COM 459200101 15,668 3,441 28.14 1,888 39.23 0.2481
2020-04-29 2020-03-31 13F IBM COM 459200101 12,227 11,659 2,052.64 1,356 1,684.21 0.2212
2020-01-21 2019-12-31 13F INTL BUSINESS MACHINES COM 459200101 568 101 21.63 76 11.76 0.0133
2019-10-10 2019-09-30 13F INTL BUSINESS MACHINES COM 459200101 467 -15,125 -97.00 68 -96.84 0.0110
2019-07-17 2019-06-30 13F INTL BUSINESS MACHINES COM 459200101 15,592 -101 -0.64 2,150 -2.89 0.3412
2019-04-03 2019-03-31 13F INTL BUSINESS MACHINES COM 459200101 15,693 15,468 6,874.67 2,214 8,415.38 0.3904
2019-01-14 2018-12-31 13F IBM COM 459200101 225 -9,493 -97.68 26 -98.23 0.0055
2018-10-09 2018-09-30 13F INTL BUSINESS MACHINES COM 459200101 9,718 4,827 98.69 1,470 96.00 0.4858
2018-07-12 2018-06-30 13F INTL BUSINESS MACHINES COM 459200101 4,891 4,891 750 0.4831
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.