International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionHarwood Advisory Group, LLC
Latest Disclosed Ownership432 shares
Latest Disclosed Value $ 104,928
Harwood Advisory Group, LLC reports 0.47% increase in ownership of IBM / International Business Machines Corporation

On May 1, 2026 - Harwood Advisory Group, LLC filed a 13F-HR form disclosing ownership of 432 shares of International Business Machines Corporation (MX:IBM) valued at $104,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 430 shares of International Business Machines Corporation. This represents a change in shares of 0.47% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 432 2 0.47 105 -18.11 0.0327
2026-01-22 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 430 0 0.00 127 4.96 0.0396
2025-10-16 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 430 0 0.00 121 -3.97 0.0386
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 430 -36 -7.73 127 23.53 0.0439
2025-08-18 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 466 0 0.00 102 0.00 0.0344
2025-09-02 2024-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 466 0 0.00 102 -0.97 0.0344
2025-08-15 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 466 0 102 0.0344
2024-11-08 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 466 466 103 0.0283
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,717 -100.00 0 -100.00
2023-11-07 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,717 -60 -3.38 241 0.84 0.0648
2023-07-12 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,777 0 0.00 239 4.85 0.0614
2023-04-18 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,777 -9,242 -83.87 227 -85.87 0.0615
2023-01-17 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,019 -122 -1.10 1,608 18.69 0.4162
2022-10-18 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,141 -100 -0.89 1,354 -8.64 0.3385
2022-08-03 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,241 0 0.00 1,482 1.37 0.2996
2022-05-04 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,241 72 0.64 1,462 0.07 0.2402
2022-01-21 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,169 -716 -6.02 1,461 -11.51 0.2305
2021-10-27 2021-09-30 13F INTERNATIONAL BUSINESS MACHINES COM 459200101 11,885 -63 -0.53 1,651 -5.71 0.2640
2021-08-12 2021-06-30 13F INTERNATIONAL BUSINESS MACHINES COM 459200101 11,948 637 5.63 1,751 16.19 0.2850
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHINES COM 459200101 11,311 -492 -4.17 1,507 1.48 0.2630
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHINES COM 459200101 11,803 -4,394 -27.13 1,485 -24.62 0.2788
2020-10-16 2020-09-30 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 16,197 -3,686 -18.54 1,970 -17.95 0.4256
2020-08-06 2020-06-30 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 19,883 -3,313 -14.28 2,401 -6.68 0.6115
2020-05-01 2020-03-31 13F INTERNATIONAL BUS MACH CORP COM COM 459200101 23,196 -424 -1.80 2,573 -18.73 0.8181
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,620 -540 -2.24 3,166 -9.88 0.8436
2019-10-16 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,160 -1,784 -6.88 3,513 -1.82 1.0397
2019-08-07 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,944 -416 -1.58 3,578 -3.79 1.1075
2019-05-01 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,360 1,612 6.51 3,719 32.16 1.2252
2019-01-25 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,748 -562 -2.22 2,814 -26.53 1.9642
2018-10-23 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,310 -69 -0.27 3,830 8.04 2.1429
2018-08-16 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,379 318 1.27 3,545 -7.80 2.3036
2018-05-08 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,061 816 3.37 3,845 3.36 2.7830
2018-02-13 2017-12-31 13F INTL BUSINESS MACHINES COM COM 459200101 24,245 13 0.05 3,720 5.80 1.5926
2017-11-09 2017-09-30 13F INTL BUSINESS MACHINES COM COM 459200101 24,232 86 0.36 3,516 -5.33 3.4009
2017-07-17 2017-06-30 13F INTL BUSINESS MACHINES COM COM 459200101 24,146 -2,974 -10.97 3,714 -21.36 2.0516
2017-04-24 2017-03-31 13F INTL BUSINESS MACHINES COM COM 459200101 27,120 1,630 6.39 4,723 11.63 2.7400
2017-01-09 2016-12-31 13F INTL BUSINESS MACHINES COM COM 459200101 25,490 12,822 101.22 4,231 110.29 2.8411
2016-10-14 2016-09-30 13F INTL BUSINESS MACHINES COM COM 459200101 12,668 2,954 30.41 2,012 36.50 1.5544
2016-08-11 2016-06-30 13F INTL BUSINESS MACHINES COM COM 459200101 9,714 9,714 1,474 1.2580
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.