International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionGreenleaf Trust
Latest Disclosed Ownership20,475 shares
Latest Disclosed Value $ 4,962,935
Greenleaf Trust reports 3.98% increase in ownership of IBM / International Business Machines Corporation

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 20,475 shares of International Business Machines Corporation (MX:IBM) valued at $4,962,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 19,691 shares of International Business Machines Corporation. This represents a change in shares of 3.98% 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)
2026-04-27 2026-03-31 13F IBM Com 459200101 20,475 784 3.98 4,963 -14.92 0.0488
2026-01-21 2025-12-31 13F IBM Com 459200101 19,691 478 2.49 5,833 7.58 0.0535
2025-10-22 2025-09-30 13F IBM Com 459200101 19,213 -760 -3.81 5,421 -7.92 0.0493
2025-07-17 2025-06-30 13F IBM Com 459200101 19,973 -1,317 -6.19 5,888 11.22 0.0521
2025-04-30 2025-03-31 13F IBM Com 459200101 21,290 689 3.34 5,294 16.89 0.0483
2025-01-24 2024-12-31 13F IBM COM 459200101 20,601 1,102 5.65 4,529 5.06 0.0412
2024-10-22 2024-09-30 13F IBM COM 459200101 19,499 1,006 5.44 4,311 34.77 0.0383
2024-07-22 2024-06-30 13F IBM COM 459200101 18,493 438 2.43 3,198 -7.22 0.0303
2024-04-29 2024-03-31 13F IBM COM 459200101 18,055 702 4.05 3,448 21.46 0.0320
2024-01-31 2023-12-31 13F IBM COM 459200101 17,353 -2,198 -11.24 2,838 3.46 0.0304
2023-11-09 2023-09-30 13F IBM COM 459200101 19,551 1,381 7.60 2,743 12.83 0.0316
2023-08-09 2023-06-30 13F IBM COM 459200101 18,170 -1,448 -7.38 2,431 -5.45 0.0258
2023-05-11 2023-03-31 13F IBM COM 459200101 19,618 -1,068 -5.16 2,572 128,450.00 0.0291
2023-01-25 2022-12-31 13F IBM COM 459200101 20,686 1,332 6.88 3 -99.91 0.0369
2022-11-10 2022-09-30 13F IBM COM 459200101 19,354 708 3.80 2,299 -12.69 0.0340
2022-08-12 2022-06-30 13F IBM COM 459200101 18,646 4,488 31.70 2,633 43.02 0.0398
2022-04-27 2022-03-31 13F IBM COM 459200101 14,158 1,690 13.55 1,841 10.50 0.0220
2022-02-11 2021-12-31 13F IBM COM 459200101 12,468 -95 -0.76 1,666 -4.53 0.0195
2021-11-12 2021-09-30 13F IBM COM 459200101 12,563 3,810 43.53 1,745 36.01 0.0213
2021-08-10 2021-06-30 13F IBM COM 459200101 8,753 217 2.54 1,283 12.74 0.0159
2021-04-30 2021-03-31 13F IBM COM 459200101 8,536 1,809 26.89 1,138 34.36 0.0150
2021-02-08 2020-12-31 13F IBM COM 459200101 6,727 -1,950 -22.47 847 -19.79 0.0113
2020-10-30 2020-09-30 13F IBM COM 459200101 8,677 -1,944 -18.30 1,056 -17.69 0.0164
2020-08-12 2020-06-30 13F IBM COM 459200101 10,621 2,665 33.50 1,283 45.30 0.0225
2020-04-29 2020-03-31 13F IBM COM 459200101 7,956 -185 -2.27 883 -19.07 0.0176
2020-02-11 2019-12-31 13F IBM COM 459200101 8,141 -921 -10.16 1,091 -17.22 0.0171
2019-11-08 2019-09-30 13F IBM COM 459200101 9,062 539 6.32 1,318 12.17 0.0205
2019-07-24 2019-06-30 13F IBM COM 459200101 8,523 466 5.78 1,175 3.34 0.0186
2019-05-08 2019-03-31 13F IBM COM 459200101 8,057 891 12.43 1,137 39.51 0.0187
2019-02-07 2018-12-31 13F IBM COM 459200101 7,166 1,552 27.65 815 -4.00 0.0161
2018-10-29 2018-09-30 13F IBM COM 459200101 5,614 797 16.55 849 26.15 0.0154
2018-08-07 2018-06-30 13F IBM COM 459200101 4,817 715 17.43 673 7.00 0.0128
2018-04-30 2018-03-31 13F IBM COM 459200101 4,102 563 15.91 629 15.84 0.0125
2018-02-08 2017-12-31 13F IBM COM 459200101 3,539 16 0.45 543 6.26 0.0110
2017-11-13 2017-09-30 13F IBM COM 459200101 3,523 -1,479 -29.57 511 -33.55 0.0112
2017-07-24 2017-06-30 13F IBM COM 459200101 5,002 -91 -1.79 769 -13.30 0.0176
2017-04-28 2017-03-31 13F IBM COM 459200101 5,093 590 13.10 887 18.74 0.0213
2017-01-24 2016-12-31 13F IBM COM 459200101 4,503 1,088 31.86 747 37.82 0.0196
2016-10-19 2016-09-30 13F IBM COM 459200101 3,415 1,267 58.99 542 66.26 0.0143
2016-07-28 2016-06-30 13F IBM COM 459200101 2,148 32 1.51 326 1.88 0.0083
2016-04-28 2016-03-31 13F IBM COM 459200101 2,116 -173 -7.56 320 1.59 0.0087
2016-02-05 2015-12-31 13F IBM COM 459200101 2,289 0 0.00 315 -5.12 0.0095
2015-10-30 2015-09-30 13F IBM COM 459200101 2,289 67 3.02 332 -8.03 0.0099
2015-08-12 2015-06-30 13F IBM COM 459200101 2,222 -57,045 -96.25 361 -96.20 0.0104
2015-04-20 2015-03-31 13F IBM COM 459200101 59,267 59,267 0.00 9,512 0.2857
2015-02-02 2014-12-31 13F IBM COM 459200101 0 -73,161 -100.00 0 -100.00
2014-10-20 2014-09-30 13F IBM COM 459200101 73,161 792 1.09 13,888 5.90 0.4581
2014-08-12 2014-06-30 13F IBM COM 459200101 72,369 1,391 1.96 13,114 -4.02 0.4162
2014-05-13 2014-03-31 13F IBM COM 459200101 70,978 5,428 8.28 13,663 11.13 0.4393
2014-02-12 2013-12-31 13F IBM COM 459200101 65,550 5,610 9.36 12,295 10.78 0.4224
2013-10-30 2013-09-30 13F IBM COM 459200101 59,940 4,591 8.29 11,099 4.93 0.4166
2013-07-17 2013-06-30 13F IBM COM 459200101 55,349 55,349 10,578 0.4144
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.