International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionGlobal Financial Private Client, LLC
Latest Disclosed Ownership10,515 shares
Latest Disclosed Value $ 2,548,664
Global Financial Private Client, LLC reports 3.95% increase in ownership of IBM / International Business Machines Corporation

On April 20, 2026 - Global Financial Private Client, LLC filed a 13F-HR form disclosing ownership of 10,515 shares of International Business Machines Corporation (MX:IBM) valued at $2,548,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,115 shares of International Business Machines Corporation. This represents a change in shares of 3.95% 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)
2026-04-20 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,515 400 3.95 2,549 -14.95 0.6607
2026-01-27 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,115 -304 -2.92 2,996 1.94 1.0502
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,419 -129 -1.22 2,940 -5.47 1.0473
2025-07-10 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,548 41 0.39 3,109 19.03 1.1660
2025-04-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 10,507 -109 -1.03 2,613 11.96 0.9981
2025-01-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 10,616 2,086 24.45 2,334 23.77 0.8751
2024-10-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 8,530 1,651 24.00 1,886 58.54 0.7352
2024-07-29 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,879 -18 -0.26 1,190 -9.17 0.4976
2024-05-16 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,897 1,727 33.40 1,309 54.91 0.5629
2024-05-16 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,170 3,617 232.90 846 287.61 0.3957
2024-05-16 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,553 0 0.00 219 5.31 0.1130
2024-05-16 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,553 -67 -4.14 208 -2.82 0.1021
2024-05-16 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,620 67 4.31 214 -2.29 0.1103
2024-05-16 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,553 0 0.00 219 15.96 0.1225
2024-05-16 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,553 -3 -0.19 189 -14.16 0.1087
2024-05-16 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,556 43 2.84 220 11.17 0.1240
2024-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,513 0 0.00 197 -2.48 0.0953
2024-05-16 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,513 -4 -0.26 202 -6.91 0.0978
2024-05-16 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,517 0 0.00 217 -2.25 0.1118
2024-05-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,517 -500 -24.79 223 -17.16 0.1244
2024-05-16 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,017 414 25.83 269 33.33 0.1928
2024-05-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,603 1 0.06 202 3.61 0.1603
2024-05-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,602 -166 -9.39 194 -7.18 0.1684
2024-05-16 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,768 -412 -18.90 210 -8.73 0.1824
2024-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,180 1 0.05 229 -21.58 0.2427
2024-05-15 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,179 2,179 292 0.2446
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.