International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionFirst Citizens Bank & Trust Co
Latest Disclosed Ownership23,911 shares
Latest Disclosed Value $ 5,795,786
First Citizens Bank & Trust Co reports 5.10% decrease in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - First Citizens Bank & Trust Co filed a 13F-HR form disclosing ownership of 23,911 shares of International Business Machines Corporation (MX:IBM) valued at $5,795,786 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 25,196 shares of International Business Machines Corporation. This represents a change in shares of -5.10% 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)
2026-05-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,911 -1,285 -5.10 5,796 -22.35 0.1221
2026-02-18 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,196 -868 -3.33 7,463 1.48 0.1558
2025-10-31 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,064 -2,693 -9.36 7,354 -13.24 0.1586
2025-07-30 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,757 1,952 7.28 8,477 27.17 0.1534
2025-04-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,805 -21,496 -44.50 6,666 -37.23 0.1693
2025-01-21 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,301 -1,168 -2.36 10,618 -2.91 0.1949
2024-10-17 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 49,469 -3,122 -5.94 10,937 20.24 0.2404
2024-07-19 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 52,591 -1,116 -2.08 9,096 -11.31 0.1716
2024-04-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 53,707 17,743 49.34 10,256 74.38 0.1964
2024-01-22 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 35,964 -1,953 -5.15 5,882 10.57 0.1068
2023-10-30 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,917 -6,390 -14.42 5,320 -10.27 0.1036
2023-08-15 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 44,307 4,762 12.04 5,929 14.37 0.1090
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,545 6,474 19.58 5,184 129,475.00 0.1034
2023-01-24 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,071 976 3.04 5 -99.90 0.1412
2022-10-20 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,095 6,459 25.20 3,814 5.39 0.1252
2022-07-26 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,636 111 0.43 3,619 9.07 0.1280
2022-04-26 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,525 2,455 10.64 3,318 7.62 0.1289
2022-03-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,070 -2,024 -8.07 3,083 -11.59 0.1206
2021-10-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,094 -191 -0.76 3,487 -5.93 0.1666
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,285 -1,094 -4.15 3,707 5.43 0.1757
2021-04-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,379 330 1.27 3,516 7.23 0.1658
2021-01-13 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,049 -2,920 -10.08 3,279 -6.98 0.1675
2020-10-15 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,969 9,339 47.58 3,525 48.67 0.2483
2020-07-15 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,630 434 2.26 2,371 11.37 0.1981
2020-04-17 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,196 -93 -0.48 2,129 -17.64 0.2574
2020-01-15 2019-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 19,289 1,012 5.54 2,585 -2.75 0.2487
2020-01-15 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,277 0 2,658 199,380.4055
2019-10-17 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,277 -6,361 -25.82 2,658 -21.78 0.3203
2019-07-11 2019-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 24,638 -1,935 -7.28 3,398 -9.36 0.3707
2019-07-11 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,573 0 3,749
2019-04-12 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,573 11,006 70.70 3,749 111.93 0.4177
2019-01-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,567 1,686 12.15 1,769 -15.72 0.2151
2018-10-18 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,881 -14,755 -51.53 2,099 -47.52 0.2331
2018-07-11 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,636 10,475 57.68 4,000 43.58 0.4912
2018-04-11 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,161 11,366 167.27 2,786 167.37 0.3787
2018-01-10 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,795 301 4.64 1,042 10.62 0.1401
2017-10-12 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,494 -3,791 -36.86 942 -40.46 0.1226
2017-07-24 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,285 -9,656 -48.42 1,582 -54.45 0.2033
2017-04-25 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,941 -30,339 -60.34 3,473 -58.39 0.4208
2017-02-06 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 50,280 -21,488 -29.94 8,346 -26.79 0.9146
2016-10-28 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 71,768 -14,277 -16.59 11,400 -12.71 1.0384
2016-07-28 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 86,045 61,553 251.32 13,060 252.02 1.1700
2016-04-19 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,492 -36,770 -60.02 3,710 -56.00 0.3098
2016-02-03 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 61,262 -9,601 -13.55 8,431 -17.93 0.6156
2015-11-03 2015-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 70,863 37,792 114.28 10,273 90.98 0.7631
2015-11-03 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 70,863 10,273
2015-07-29 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,071 6,059 22.43 5,379 24.08 0.3724
2015-05-14 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,012 27,012 0.00 4,335 0.2998
2015-01-27 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -25,225 -100.00 0 -100.00
2014-10-08 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,225 38 0.15 4,788 4.86 0.3925
2014-08-05 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,187 389 1.57 4,566 -4.34 0.3891
2014-04-10 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,798 -1,378 -5.26 4,773 -2.79 0.4316
2014-02-13 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,176 -110,249 -80.81 4,910 -80.56 0.4463
2013-10-25 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 136,425 -3,512 -2.51 25,263 -5.53 0.9655
2013-08-06 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 139,937 139,937 26,743 1.0978
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.