International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership27,248 shares
Latest Disclosed Value $ 6,604,523
Dynamic Advisor Solutions LLC reports 2.81% increase in ownership of IBM / International Business Machines Corporation

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 27,248 shares of International Business Machines Corporation (MX:IBM) valued at $6,604,523 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 26,503 shares of International Business Machines Corporation. This represents a change in shares of 2.81% 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)
2026-04-08 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,248 745 2.81 6,605 -15.87 0.2081
2026-01-09 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,503 -4,359 -14.12 7,850 -9.85 0.2519
2025-10-09 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,862 493 1.62 8,708 -2.73 0.2527
2025-07-09 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,369 -3,837 -11.22 8,952 5.26 0.2765
2025-04-17 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,206 -2,959 -7.96 8,506 4.11 0.2803
2025-01-21 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,165 -122 -0.33 8,170 -0.90 0.3534
2024-10-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,287 152 0.41 8,243 28.36 0.2474
2024-07-15 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,135 19,669 112.61 6,423 92.56 0.2022
2024-04-12 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,466 -3,425 -16.39 3,335 0.33 0.1126
2024-01-10 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,891 345 1.68 3,325 15.34 0.1239
2023-10-11 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,546 690 3.48 2,883 8.51 0.1362
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,856 -13,730 -40.88 2,657 -39.66 0.1378
2023-04-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,586 -3,964 -10.56 4,403 -16.79 0.2576
2023-01-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,550 4,925 15.10 5,290 36.48 0.3612
2022-10-20 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,625 9,495 41.05 3,876 18.68 0.2955
2022-07-27 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,130 3,370 17.05 3,266 27.13 0.2508
2022-04-11 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,760 6,420 48.13 2,569 44.08 0.1788
2022-01-26 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,340 -5,096 -27.64 1,783 -30.38 0.1274
2021-10-28 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,436 5,364 41.03 2,561 33.66 0.1928
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,072 198 1.54 1,916 11.66 0.1518
2021-04-27 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,874 9,672 302.06 1,716 325.81 0.1593
2021-02-03 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,202 17 0.53 403 4.13 0.0377
2020-10-27 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,185 3 0.09 387 0.78 0.0439
2020-08-05 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,182 60 1.92 384 10.98 0.0519
2020-05-07 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,122 552 21.48 346 0.58 0.0631
2020-02-04 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,570 -18 -0.70 344 -8.51 0.0469
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,588 52 2.05 376 7.43 0.0584
2019-08-13 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,536 770 43.60 350 40.56 0.0562
2019-04-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,766 -47 -2.59 249 2.47 0.0470
2019-01-29 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,813 -2,691 -59.75 243 -64.32 0.0516
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,504 -11,635 -72.09 681 -69.79 0.1412
2018-08-07 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,139 -250 -1.53 2,254 -10.34 0.5111
2018-05-01 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,389 561 3.54 2,514 3.54 0.6451
2018-02-09 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,828 61 0.39 2,428 6.17 0.7956
2017-10-16 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,767 10,400 193.78 2,287 176.88 0.9043
2017-07-10 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,367 -4,397 -45.03 826 -51.41 0.3196
2017-04-10 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,764 2,053 26.62 1,700 32.81 0.6625
2017-01-19 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,711 2,882 59.68 1,280 66.88 0.5103
2016-10-11 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,829 4,829 0.00 767 0.2904
2015-10-23 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,636 -100.00 0 -100.00
2015-08-14 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,636 -4,006 -71.00 266 -70.61 0.1554
2015-05-12 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,642 5,642 0.00 905 0.4538
2015-02-02 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -3,016 -100.00 0 -100.00
2014-12-03 2014-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 3,016 -1,134 -27.33 572 -27.59 0.3111
2014-11-12 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,016 -1,134 572 0.3099
2014-05-05 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,150 1,354 48.43 790 50.76 0.5388
2014-02-12 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,796 2,796 524 0.3880
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.