International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership33,052 shares
Latest Disclosed Value $ 8,011,474
Gotham Asset Management, LLC reports 20.73% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 33,052 shares of International Business Machines Corporation (MX:IBM) valued at $8,011,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 27,376 shares of International Business Machines Corporation. This represents a change in shares of 20.73% 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)
2026-05-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,052 5,676 20.73 8,011 -1.21 0.0245
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,376 9,290 51.37 8,109 58.91 0.0296
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,086 3,336 22.62 5,103 17.36 0.0222
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,750 145 0.99 4,348 19.75 0.0260
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,605 5,160 54.63 3,632 74.90 0.0303
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,445 -5,304 -35.96 2,076 -36.32 0.0197
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,749 -27,978 -65.48 3,261 -55.88 0.0337
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,727 -21,947 -33.93 7,390 -40.17 0.0957
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 64,674 9,415 17.04 12,350 36.66 0.1865
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 55,259 19,022 52.49 9,038 77.75 0.1677
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,237 -29,315 -44.72 5,084 -42.04 0.1050
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 65,552 12,738 24.12 8,772 26.69 0.1908
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 52,814 37,015 234.29 6,923 211.15 0.1678
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,799 10,944 225.42 2,226 285.62 0.0626
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,855 -37,711 -88.59 577 -90.40 0.0173
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,566 -37,065 -46.55 6,010 -41.95 0.1930
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 79,631 30,666 62.63 10,354 58.20 0.3206
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,965 2,848 6.18 6,545 2.15 0.2111
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 46,117 -8,260 -15.19 6,407 -19.62 0.2598
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 54,377 -3,515 -6.07 7,971 3.32 0.3377
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 57,892 -35,543 -38.04 7,715 -34.41 0.3441
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 93,435 -9,662 -9.37 11,762 -6.23 0.3890
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 103,097 -27,498 -21.06 12,544 -20.47 0.4028
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 130,595 -45,875 -26.00 15,772 -19.43 0.4720
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 176,470 18,305 11.57 19,576 -7.66 0.5436
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 158,165 -317,262 -66.73 21,200 -69.34 0.3892
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 475,427 4,110 0.87 69,137 6.37 1.2215
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 471,317 -12,276 -2.54 64,995 -4.75 1.0372
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 483,593 -49,225 -9.24 68,235 12.66 0.9994
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 532,818 384,410 259.02 60,565 169.89 0.9412
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 148,408 -232,931 -61.08 22,441 -57.88 0.3099
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 381,339 79,564 26.37 53,273 15.06 0.7699
2018-05-15 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 301,775 301,775 46,301 0.6477
2018-02-14 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -240,681 -100.00 0 -100.00
2017-11-14 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 240,681 -64,158 -21.05 34,918 -25.54 0.5126
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 304,839 208,631 216.85 46,893 179.89 0.6577
2017-05-15 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 96,208 -58,321 -37.74 16,754 -34.68 0.2127
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 154,529 26,566 20.76 25,650 26.19 0.3302
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 127,963 -193,720 -60.22 20,327 -58.37 0.2647
2016-08-15 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 321,683 -27,820 -7.96 48,825 -7.76 0.5853
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 349,503 68,530 24.39 52,932 36.89 0.5933
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 280,973 37,055 15.19 38,668 9.35 0.4198
2015-11-16 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 243,918 37,932 18.41 35,361 5.54 0.3451
2015-08-14 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 205,986 96,809 88.67 33,506 91.21 0.2802
2015-05-15 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 109,177 -322,734 -74.72 17,523 -74.71 0.1337
2015-02-17 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 431,911 234,129 118.38 69,296 84.57 0.5608
2014-11-14 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 197,782 50,936 34.69 37,545 41.05 0.3735
2014-08-14 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 146,846 128,768 712.29 26,619 664.91 0.3332
2014-05-15 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,078 -3,291 -15.40 3,480 -13.17 0.0524
2014-02-14 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,369 5,059 31.02 4,008 32.72 0.0954
2013-11-14 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,310 362 2.27 3,020 -0.92 0.0981
2013-08-15 2013-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 15,948 15,948 3,048 0.1307
2013-08-14 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,948 3,048 0.1300
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.