International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionForbes J M & Co Llp
Latest Disclosed Ownership39,603 shares
Latest Disclosed Value $ 9,599,371
Forbes J M & Co Llp reports 44.49% decrease in ownership of IBM / International Business Machines Corporation

On April 16, 2026 - Forbes J M & Co Llp filed a 13F-HR form disclosing ownership of 39,603 shares of International Business Machines Corporation (MX:IBM) valued at $9,599,371 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 71,344 shares of International Business Machines Corporation. This represents a change in shares of -44.49% 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)
2026-04-16 2026-03-31 13F INTL. BUSINESS MACHINES COM 459200101 39,603 -31,741 -44.49 9,599 -54.58 0.8049
2026-01-21 2025-12-31 13F INTL. BUSINESS MACHINES COM 459200101 71,344 754 1.07 21,133 6.10 1.7111
2025-10-28 2025-09-30 13F INTL. BUSINESS MACHINES COM 459200101 70,590 894 1.28 19,918 -3.05 1.6552
2025-07-18 2025-06-30 13F INTL. BUSINESS MACHINES COM 459200101 69,696 86 0.12 20,545 18.69 1.8792
2025-05-06 2025-03-31 13F INTL. BUSINESS MACHINES COM 459200101 69,610 2,623 3.92 17,309 17.55 1.6764
2025-01-28 2024-12-31 13F INTL. BUSINESS MACHINES COM 459200101 66,987 328 0.49 14,726 -0.07 1.4173
2024-10-24 2024-09-30 13F INTL. BUSINESS MACHINES COM 459200101 66,659 -517 -0.77 14,737 26.84 1.4392
2024-07-30 2024-06-30 13F INTL. BUSINESS MACHINES COM 459200101 67,176 865 1.30 11,618 -8.25 1.1905
2024-04-11 2024-03-31 13F INTL. BUSINESS MACHINES COM 459200101 66,311 -381 -0.57 12,663 16.09 1.3725
2024-02-08 2023-12-31 13F INTL. BUSINESS MACHINES COM 459200101 66,692 848 1.29 10,907 18.08 1.2674
2023-11-02 2023-09-30 13F INTL. BUSINESS MACHINES COM 459200101 65,844 524 0.80 9,238 115,362.50 1.2007
2023-08-03 2023-06-30 13F INTL. BUSINESS MACHINES COM 459200101 65,320 -17,255 -20.90 9 -20.00 1.0875
2023-05-15 2023-03-31 13F INTL. BUSINESS MACHINES COM 459200101 82,575 1,346 1.66 11 -9.09 1.4804
2023-02-14 2022-12-31 13F INTL BUSINESS MACHINES COM 459200101 81,229 88 0.11 11 -99.89 1.6515
2022-11-14 2022-09-30 13F INTL BUSINESS MACHINES COM 459200101 81,141 1,021 1.27 9,640 -14.78 1.5079
2022-07-22 2022-06-30 13F INTL. BUSINESS MACHINES COM 459200101 80,120 -62 -0.08 11,312 8.51 1.6648
2022-05-09 2022-03-31 13F INTL. BUSINESS MACHINES COM 459200101 80,182 -139 -0.17 10,425 -2.89 1.3183
2022-02-11 2021-12-31 13F INTL. BUSINESS MACHINES COM 459200101 80,321 -340 -0.42 10,735 -4.20 1.2330
2021-11-05 2021-09-30 13F INTL. BUSINESS MACHINES COM 459200101 80,661 1,180 1.48 11,206 -3.82 1.4144
2021-08-03 2021-06-30 13F INTL. BUSINESS MACHINES COM 459200101 79,481 100 0.13 11,651 10.14 1.4697
2021-05-14 2021-03-31 13F INTL. BUSINESS MACHINES COM 459200101 79,381 1,629 2.10 10,578 8.08 1.4743
2021-02-11 2020-12-31 13F INTL. BUSINESS MACHINES COM 459200101 77,752 579 0.75 9,787 4.23 1.4391
2020-11-13 2020-09-30 13F INTL. BUSINESS MACHINES COM 459200101 77,173 1,911 2.54 9,390 3.31 1.5025
2020-08-10 2020-06-30 13F INTL. BUSINESS MACHINES COM 459200101 75,262 1,681 2.28 9,089 11.36 1.6212
2020-05-15 2020-03-31 13F INTL. BUSINESS MACHINES COM 459200101 73,581 69,797 1,844.53 8,162 1,509.86 1.8221
2020-02-07 2019-12-31 13F INTL. BUSINESS MACHINES COM 459200101 3,784 2 0.05 507 -7.82 0.0830
2019-11-07 2019-09-30 13F INTL. BUSINESS MACHINES COM 459200101 3,782 0 0.00 550 5.36 0.1058
2019-08-02 2019-06-30 13F INTL. BUSINESS MACHINES COM 459200101 3,782 -65 -1.69 522 -3.87 0.1008
2019-05-07 2019-03-31 13F INTL. BUSINESS MACHINES COM 459200101 3,847 -250 -6.10 543 16.52 0.1163
2019-01-25 2018-12-31 13F INTL. BUSINESS MACHINES COM 459200101 4,097 0 0.00 466 -24.84 0.1101
2018-11-02 2018-09-30 13F INTL. BUSINESS MACHINES COM 459200101 4,097 -35 -0.85 620 7.45 0.1318
2018-08-10 2018-06-30 13F INTL. BUSINESS MACHINES COM 459200101 4,132 35 0.85 577 -8.27 0.1292
2018-04-18 2018-03-31 13F INTL. BUSINESS MACHINES COM 459200101 4,097 23 0.56 629 0.64 0.1465
2018-02-09 2017-12-31 13F INTL. BUSINESS MACHINES COM 459200101 4,074 300 7.95 625 14.26 0.1443
2017-11-13 2017-09-30 13F INTL. BUSINESS MACHINES COM 459200101 3,774 0 0.00 547 -5.69 0.1364
2017-08-10 2017-06-30 13F INTL. BUSINESS MACHINES COM 459200101 3,774 -35 -0.92 580 -12.52 0.1477
2017-05-12 2017-03-31 13F INTL. BUSINESS MACHINES COM 459200101 3,809 0 0.00 663 4.91 0.1730
2017-02-15 2016-12-31 13F INTL. BUSINESS MACHINES COM 459200101 3,809 -100 -2.56 632 1.77 0.1740
2016-11-14 2016-09-30 13F INTL. BUSINESS MACHINES COM 459200101 3,909 715 22.39 621 28.31 0.1697
2016-08-05 2016-06-30 13F INTL. BUSINESS MACHINES COM 459200101 3,194 -11 -0.34 484 -0.21 0.1339
2016-05-13 2016-03-31 13F INTL. BUSINESS MACHINES COM 459200101 3,205 -35 -1.08 485 8.99 0.1385
2016-02-12 2015-12-31 13F INTL. BUSINESS MACHINES COM 459200101 3,240 35 1.09 445 -4.09 0.1190
2015-11-12 2015-09-30 13F INTL. BUSINESS MACHINES COM 459200101 3,205 0 0.00 464 -10.94 0.1320
2015-07-24 2015-06-30 13F INTL. BUSINESS MACHINES COM 459200101 3,205 0 0.00 521 1.36 0.1403
2015-05-15 2015-03-31 13F INTL. BUSINESS MACHINES COM 459200101 3,205 -200 -5.87 514 -4.64 0.1363
2015-02-11 2014-12-31 13F INTL. BUSINESS MACHINES COM 459200101 3,405 -178 -4.97 539 -20.74 0.1412
2014-11-12 2014-09-30 13F INTL. BUSINESS MACHINES COM 459200101 3,583 -1,206 -25.18 680 -21.66 0.1719
2014-08-04 2014-06-30 13F INTL. BUSINESS MACHINES COM 459200101 4,789 -370 -7.17 868 -12.59 0.2159
2014-05-09 2014-03-31 13F INTL. BUSINESS MACHINES COM 459200101 5,159 -220 -4.09 993 -1.49 0.2581
2014-02-13 2013-12-31 13F INTL. BUSINESS MACHINES COM 459200101 5,379 -694 -11.43 1,008 -10.32 0.2549
2013-11-13 2013-09-30 13F INTL. BUSINESS MACHINES COM 459200101 6,073 -40 -0.65 1,124 -3.77 0.3181
2013-07-26 2013-06-30 13F INTL. BUSINESS MACHINES COM 459200101 6,113 6,113 1,168 0.3481
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.