International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionHartland & Co., LLC
Latest Disclosed Ownership50,291 shares
Latest Disclosed Value $ 12,190,077
Hartland & Co., LLC reports 17.94% increase in ownership of IBM / International Business Machines Corporation

On May 6, 2026 - Hartland & Co., LLC filed a 13F-HR form disclosing ownership of 50,291 shares of International Business Machines Corporation (MX:IBM) valued at $12,190,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 42,642 shares of International Business Machines Corporation. This represents a change in shares of 17.94% 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)
2026-05-06 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 50,291 7,649 17.94 12,190 -3.48 0.1113
2026-02-09 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,642 1,100 2.65 12,631 7.76 0.1592
2025-11-10 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,542 -478 -1.14 11,722 -5.37 0.1538
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,020 409 0.98 12,386 19.71 0.1740
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,611 -509 -1.21 10,347 11.75 0.1605
2025-02-10 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,120 241 0.58 9,259 0.01 0.1405
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,879 -223 -0.53 9,259 27.15 0.1436
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,102 26,267 165.88 7,281 174.44 0.1242
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,835 -332 -2.05 2,653 0.34 0.1314
2024-02-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,167 1,512 10.32 2,644 28.60 0.1403
2023-11-13 2023-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 14,655 -502 -3.31 2,056 1.38 0.1263
2023-11-07 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,202 5,045 2,834 0.1559
2023-08-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,157 424 2.88 2,028 5.02 0.1229
2023-05-09 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,733 -89 -0.60 1,931 -7.52 0.1406
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,822 -367 -2.42 2,088 15.68 0.1636
2022-11-15 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,189 -3,660 -19.42 1,805 -32.17 0.1663
2022-08-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,849 1,230 6.98 2,661 16.15 0.2074
2022-05-04 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,619 398 2.31 2,291 -0.48 0.1554
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,221 -102 -0.59 2,302 -4.36 0.1565
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,323 1,063 6.54 2,407 0.96 0.1796
2021-08-12 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,260 598 3.82 2,384 14.23 0.1835
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,662 851 5.75 2,087 11.96 0.1739
2021-02-11 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,811 1,488 11.17 1,864 14.99 0.1695
2020-11-12 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,323 -11,809 -46.99 1,621 -46.59 0.1738
2020-08-11 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,132 11,316 81.91 3,035 97.98 0.3510
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,816 -2,293 -14.23 1,533 -28.99 0.2232
2020-02-11 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,109 -267 -1.63 2,159 -9.32 0.2620
2019-11-12 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,376 -772 -4.50 2,381 0.68 0.3186
2019-08-08 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,148 -447 -2.54 2,365 -4.75 0.3150
2019-05-14 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,595 -2,657 -13.12 2,483 7.86 0.3424
2019-02-08 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,252 501 2.54 2,302 -22.93 0.3585
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,751 41 0.21 2,987 8.50 0.4096
2018-08-07 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,710 52 0.26 2,753 -8.72 0.3926
2018-05-14 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,658 -198 -1.00 3,016 -0.98 0.4371
2018-02-09 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,856 -190 -0.95 3,046 4.75 0.4129
2017-11-09 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,046 -1,093 -5.17 2,908 -10.55 0.3787
2017-08-03 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,139 -2,974 -12.33 3,251 -22.58 0.4749
2017-05-11 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,113 -1,493 -5.83 4,199 -1.22 0.6102
2017-02-10 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,606 25,606 4,251 0.6878
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.