International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionPrincipal Street Partners, LLC
Latest Disclosed Ownership25,290 shares
Latest Disclosed Value $ 6,130,138
Principal Street Partners, LLC reports 2.34% decrease in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Principal Street Partners, LLC filed a 13F-HR form disclosing ownership of 25,290 shares of International Business Machines Corporation (MX:IBM) valued at $6,130,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 25,895 shares of International Business Machines Corporation. This represents a change in shares of -2.34% 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 MACHINE Common stock 459200101 25,290 -605 -2.34 6,130 -20.08 1.0006
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 25,895 -571 -2.16 7,670 2.72 1.2938
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 26,466 -7,915 -23.02 7,468 -26.32 1.1918
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 34,381 4,175 13.82 10,135 34.92 0.9938
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 30,206 557 1.88 7,511 15.25 1.3970
2025-02-18 2024-12-31 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 29,649 -1,015 -3.31 6,518 -1.99 1.2817
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 30,664 -6,583 -17.67 6,650 3.23 1.0873
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 37,247 -438 -1.16 6,442 -7.60 1.1538
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 37,685 721 1.95 6,971 15.32 1.3178
2024-02-07 2023-12-31 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 36,964 -785 -2.08 6,046 14.14 1.4585
2023-11-01 2023-09-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 37,749 -2,138 -5.36 5,296 -0.77 1.0493
2023-08-21 2023-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHINE Common stock 459200101 39,887 -1,352 -3.28 5,337 -1.28 1.2685
2023-08-15 2023-06-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 41,239 0 5,406 1.3663
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 41,239 -35 -0.08 5,406 -7.03 1.3663
2023-02-15 2022-12-31 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 41,274 876 2.17 5,815 21.15 1.4652
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 40,398 -3,803 -8.60 4,800 -23.08 1.2793
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHINE Common stock 459200101 44,201 1,710 4.02 6,240 12.96 1.6165
2022-05-05 2022-03-31 13F International Business Machine Common stock 459200101 42,491 2,810 7.08 5,524 4.15 1.2665
2022-02-07 2021-12-31 13F International Business Machine Common stock 459200101 39,681 3,809 10.62 5,304 6.44 1.2767
2021-11-10 2021-09-30 13F International Business Machine Common stock 459200101 35,872 -779 -2.13 4,983 -7.26 1.3575
2021-08-10 2021-06-30 13F International Business Machine Common stock 459200101 36,651 -65,641 -64.17 5,373 -60.58 1.4175
2021-05-13 2021-03-31 13F International Business Machine Common stock 459200101 102,292 68,503 202.74 13,631 220.50 1.7590
2021-02-16 2020-12-31 13F International Business Machine Common stock 459200101 33,789 -2,721 -7.45 4,253 -4.25 1.3025
2020-11-12 2020-09-30 13F International Business Machine Common stock 459200101 36,510 -1,251 -3.31 4,442 -2.59 1.5607
2020-08-14 2020-06-30 13F International Business Machine Common stock 459200101 37,761 -12,771 -25.27 4,560 -18.66 1.7034
2020-05-14 2020-03-31 13F International Business Machines Common stock 459200101 50,532 50,532 5,606 2.3530
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.