International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionJames Investment Research Inc
Latest Disclosed Ownership7,342 shares
Latest Disclosed Value $ 1,779,627
James Investment Research Inc reports 117.09% increase in ownership of IBM / International Business Machines Corporation

On April 24, 2026 - James Investment Research Inc filed a 13F-HR form disclosing ownership of 7,342 shares of International Business Machines Corporation (MX:IBM) valued at $1,779,627 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,382 shares of International Business Machines Corporation. This represents a change in shares of 117.09% 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)
2026-04-24 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,342 3,960 117.09 1,780 77.72 0.1997
2026-01-29 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,382 226 7.16 1,002 12.47 0.1094
2025-10-31 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,156 2,412 324.19 890 306.39 0.0973
2025-08-01 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 744 744 219 0.0261
2023-08-07 2023-06-30 13F INTL BUSINESS MACH com 459200101 0 -860 -100.00 0 0.0000
2023-04-26 2023-03-31 13F INTL BUSINESS MACH com 459200101 860 0 0.00 0 0.0150
2023-01-30 2022-12-31 13F INTL BUSINESS MACH com 459200101 860 282 48.79 0 -100.00 0.0169
2022-10-31 2022-09-30 13F INTL BUSINESS MACH com 459200101 578 0 0.00 69 -15.85 0.0098
2022-08-01 2022-06-30 13F INTL BUSINESS MACH com 459200101 578 578 82 0.0110
2021-04-22 2021-03-31 13F INTL BUSINESS MACH com 459200101 0 -1,253 -100.00 0 -100.00
2021-01-27 2020-12-31 13F INTL BUSINESS MACH com 459200101 1,253 -708 -36.10 158 -33.89 0.0142
2020-10-23 2020-09-30 13F INTL BUSINESS MACH com 459200101 1,961 -4,631 -70.25 239 -69.97 0.0221
2020-07-24 2020-06-30 13F INTL BUSINESS MACH com 459200101 6,592 1,285 24.21 796 35.14 0.0743
2020-04-22 2020-03-31 13F INTL BUSINESS MACH com 459200101 5,307 -31,088 -85.42 589 -87.93 0.0609
2020-01-24 2019-12-31 13F INTL BUSINESS MACH com 459200101 36,395 -17,255 -32.16 4,879 -37.46 0.3401
2019-10-30 2019-09-30 13F INTL BUSINESS MACH com 459200101 53,650 16,632 44.93 7,802 52.86 0.5666
2019-07-24 2019-06-30 13F INTL BUSINESS MACH com 459200101 37,018 -7,313 -16.50 5,104 -18.40 0.3703
2019-04-26 2019-03-31 13F INTL BUSINESS MACH com 459200101 44,331 -7,227 -14.02 6,255 6.74 0.4086
2019-01-22 2018-12-31 13F INTL BUSINESS MACH com 459200101 51,558 -17,084 -24.89 5,860 -43.55 0.3649
2018-10-26 2018-09-30 13F INTL BUSINESS MACH com 459200101 68,642 18,969 38.19 10,380 49.57 0.4260
2018-07-19 2018-06-30 13F INTL BUSINESS MACH com 459200101 49,673 -21,679 -30.38 6,940 -36.60 0.2656
2018-04-12 2018-03-31 13F INTL BUSINESS MACH com 459200101 71,352 54,180 315.51 10,947 315.45 0.4108
2018-01-23 2017-12-31 13F INTL BUSINESS MACH com 459200101 17,172 -300 -1.72 2,635 3.94 0.0901
2017-10-13 2017-09-30 13F INTL BUSINESS MACH com 459200101 17,472 -35,535 -67.04 2,535 -68.91 0.0853
2017-07-14 2017-06-30 13F INTL BUSINESS MACH com 459200101 53,007 -82,527 -60.89 8,154 -65.45 0.2527
2017-04-21 2017-03-31 13F INTL BUSINESS MACH com 459200101 135,534 30,412 28.93 23,602 35.26 0.6626
2017-01-19 2016-12-31 13F INTL BUSINESS MACH com 459200101 105,122 -2,120 -1.98 17,449 2.43 0.4510
2016-10-27 2016-09-30 13F INTL BUSINESS MACH com 459200101 107,242 4,105 3.98 17,035 8.82 0.4512
2016-07-15 2016-06-30 13F INTL BUSINESS MACH com 459200101 103,137 102,132 10,162.39 15,654 10,198.68 0.3961
2016-04-25 2016-03-31 13F INTL BUSINESS MACH com 459200101 1,005 -250 -19.92 152 -11.63 0.0037
2016-01-27 2015-12-31 13F INTL BUSINESS MACH com 459200101 1,255 -1,250 -49.90 172 -52.62 0.0043
2015-10-05 2015-09-30 13F INTL BUSINESS MACH com 459200101 2,505 -808 -24.39 363 -32.65 0.0097
2015-07-17 2015-06-30 13F INTL BUSINESS MACH com 459200101 3,313 -16,290 -83.10 539 -82.87 0.0126
2015-04-17 2015-03-31 13F INTL BUSINESS MACH com 459200101 19,603 4,290 28.02 3,146 28.04 0.0742
2015-01-09 2014-12-31 13F INTL BUSINESS MACH com 459200101 15,313 0 0.00 2,457 -15.45 0.0670
2014-10-09 2014-09-30 13F INTL BUSINESS MACH com 459200101 15,313 -192 -1.24 2,906 3.42 0.0908
2014-07-22 2014-06-30 13F INTL BUSINESS MACH com 459200101 15,505 -4,775 -23.55 2,810 -28.02 0.0894
2014-04-24 2014-03-31 13F INTL BUSINESS MACH com 459200101 20,280 -39,245 -65.93 3,904 -65.03 0.1249
2014-01-23 2013-12-31 13F INTL BUSINESS MACH com 459200101 59,525 -41,181 -40.89 11,165 -40.13 0.3507
2013-10-16 2013-09-30 13F INTL BUSINESS MACH com 459200101 100,706 -1,201 -1.18 18,648 -4.25 0.7078
2013-07-26 2013-06-30 13F INTL BUSINESS MACH com 459200101 101,907 101,907 19,476 0.7995
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.