International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionEstabrook Capital Management
Latest Disclosed Ownership66,909 shares
Latest Disclosed Value $ 16,218,073
Estabrook Capital Management reports 1.92% decrease in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Estabrook Capital Management filed a 13F-HR form disclosing ownership of 66,909 shares of International Business Machines Corporation (MX:IBM) valued at $16,218,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 68,220 shares of International Business Machines Corporation. This represents a change in shares of -1.92% 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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 66,909 -1,311 -1.92 16,218 -19.74 2.3667
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 68,220 -1,377 -1.98 20,207 2.90 2.9671
2025-11-10 2025-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 69,597 -680 -0.97 19,637 -5.21 2.8624
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 70,277 -926 -1.30 20,716 17.01 3.1889
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 71,203 -2,865 -3.87 17,705 8.74 2.8604
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 74,068 -314 -0.42 16,282 -0.99 2.5103
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 74,382 -582 -0.78 16,444 26.83 2.4519
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 74,964 -357 -0.47 12,965 -9.86 1.9954
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 75,321 -2,321 -2.99 14,383 13.27 2.2219
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 77,642 -1,184 -1.50 12,698 14.82 2.0742
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 78,826 -2,272 -2.80 11,059 1.92 1.9471
2023-08-11 2023-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 81,098 -119 -0.15 10,852 1.93 1.8086
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 81,217 263 0.32 10,647 -6.65 1.8470
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 80,954 -272 -0.33 11,406 18.19 1.9607
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 81,226 -852 -1.04 9,650 -16.72 1.7945
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 82,078 1,894 2.36 11,589 11.16 1.9866
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 80,184 533 0.67 10,426 -2.08 1.5323
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 79,651 4,932 6.60 10,646 2.56 1.5101
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 74,719 -1,892 -2.47 10,381 -7.57 1.6346
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 76,611 -4,940 -6.06 11,230 3.34 1.7063
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 81,551 466 0.57 10,867 6.48 1.6737
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 81,085 -1,073 -1.31 10,207 2.10 1.6914
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 82,158 1,101 1.36 9,996 2.11 1.8348
2020-08-13 2020-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHINE COMMON 459200101 81,057 1,361 1.71 9,789 10.74 1.8602
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 79,696 8,841
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 79,696 6,950 9.55 8,841 -9.33 1.8604
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 72,746 1,745 2.46 9,751 -5.56 1.4664
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHINE MUTUAL 459200101 71,001 -627 -0.88 10,325 4.53 1.7216
2019-08-13 2019-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 71,628 -718 -0.99 9,878 -3.24 1.6171
2019-05-13 2019-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 72,346 6,598 10.04 10,208 36.60 1.6918
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 65,748 -22,069 -25.13 7,474 -43.72 1.3854
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 87,817 -1,422 -1.59 13,279 6.51 2.0074
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 89,239 2,750 3.18 12,467 -6.06 1.9647
2018-05-14 2018-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 86,489 4,167 5.06 13,270 5.08 2.0796
2018-02-12 2017-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 82,322 17,045 26.11 12,630 33.36 1.9055
2017-11-09 2017-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 65,277 -72 -0.11 9,470 -5.79 1.4711
2017-08-10 2017-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 65,349 763 1.18 10,053 -10.63 1.6000
2017-05-12 2017-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 64,586 -3,658 -5.36 11,247 -0.71 1.7596
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 68,244 -2,913 -4.09 11,328 0.21 1.7749
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 71,157 -924 -1.28 11,303 3.32 1.6607
2016-08-12 2016-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 72,081 -2,885 -3.85 10,940 -3.64 1.6388
2016-05-11 2016-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 74,966 -20,034 -21.09 11,354 -13.16 1.6808
2016-02-08 2015-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 95,000 -6,067 -6.00 13,074 -10.77 1.8911
2015-11-12 2015-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 101,067 -6,701 -6.22 14,652 -16.42 2.1144
2015-08-11 2015-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 107,768 -5,356 -4.73 17,530 -3.45 2.1692
2015-05-14 2015-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 113,124 -5,955 -5.00 18,156 -4.97 2.1213
2015-02-11 2014-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 119,079 -10,537 -8.13 19,105 -22.35 2.1061
2014-11-13 2014-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 129,616 -3,423 -2.57 24,605 2.03 2.6335
2014-08-11 2014-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 133,039 -10,364 -7.23 24,116 -12.64 2.4750
2014-05-13 2014-03-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 143,403 -4,520 -3.06 27,604 -0.51 2.8100
2014-02-13 2013-12-31 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 147,923 -4,760 -3.12 27,746 -1.87 2.8528
2013-11-14 2013-09-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 152,683 -9,772 -6.02 28,274 -8.93 3.0862
2013-08-15 2013-06-30 13F INTERNATIONAL BUSINESS MACHINE COMMON 459200101 162,455 162,455 31,047 3.2868
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.