International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionJanney Montgomery Scott LLC
Latest Disclosed Ownership688,918 shares
Latest Disclosed Value $ 166,987
Janney Montgomery Scott LLC reports 21.17% increase in ownership of IBM / International Business Machines Corporation

On April 22, 2026 - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of 688,918 shares of International Business Machines Corporation (MX:IBM) valued at $166,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 568,548 shares of International Business Machines Corporation. This represents a change in shares of 21.17% 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)
2026-04-22 2026-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 688,918 120,370 21.17 167 -1.19 0.4134
2026-02-11 2025-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 568,548 -31,025 -5.17 168 -0.59 0.3863
2025-10-27 2025-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 599,573 -3,637 -0.60 169 -4.52 0.4010
2025-07-17 2025-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 603,210 8,488 1.43 178 20.41 0.4647
2025-04-17 2025-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 594,722 -31,379 -5.01 148 7.30 0.4192
2025-01-17 2024-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 626,101 -12,434 -1.95 138 -2.84 0.3814
2024-10-29 2024-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 638,535 -12,017 -1.85 141 25.89 0.3941
2024-07-25 2024-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 650,552 10,377 1.62 113 -8.20 0.3430
2024-05-01 2024-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 640,175 -18,847 -2.86 122 14.02 0.3635
2024-02-08 2023-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 659,022 -22,830 -3.35 108 12.63 0.3497
2023-11-08 2023-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 681,852 10,989 1.64 96 6.74 0.3566
2023-07-26 2023-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 670,863 -2,818 -0.42 90 1.14 0.3131
2023-04-28 2023-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 673,681 19,599 3.00 88 -4.35 0.3605
2023-02-01 2022-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 654,082 19,704 3.11 92 -99.88 0.3589
2022-10-25 2022-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 634,378 36,328 6.07 75,371 -11.12 0.3229
2022-08-03 2022-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 598,050 35,367 6.29 84,801 15.91 0.3830
2022-05-04 2022-03-31 13F IQ HDG MUL STR TRACK ETF Common Stock 459200101 562,683 42,712 8.21 73,160 5.27 0.3128
2022-01-27 2021-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 519,971 8,510 1.66 69,499 -2.19 0.2696
2021-10-29 2021-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 511,461 36,375 7.66 71,058 2.03 0.3039
2021-07-26 2021-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 475,086 22,364 4.94 69,643 15.44 0.3071
2021-04-27 2021-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 452,722 -33,928 -6.97 60,330 -1.52 0.2932
2021-01-25 2020-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 486,650 28,778 6.29 61,260 9.96 0.2959
2020-11-06 2020-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 457,872 16,984 3.85 55,709 4.63 0.3177
2020-07-23 2020-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 440,888 37,847 9.39 53,246 19.09 0.3365
2020-04-30 2020-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 403,041 34,795 9.45 44,709 -9.42 0.3537
2020-01-21 2019-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 368,246 23,332 6.76 49,360 -1.59 0.3240
2019-10-29 2019-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 344,914 19,697 6.06 50,157 11.84 0.3650
2019-07-29 2019-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 325,217 2,027 0.63 44,847 -1.66 0.3444
2019-04-30 2019-03-31 13F/A-1 INTL BUSINESS MACHS Common Stock 459200101 323,190 17,152 5.60 45,602 31.09 0.3751
2019-04-30 2019-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 306,038 0 34,787
2019-02-01 2018-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 306,038 -60,654 -16.54 34,787 -37.26 0.3353
2018-11-05 2018-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 366,692 -13,066 -3.44 55,448 4.52 0.4775
2018-07-24 2018-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 379,758 1,645 0.44 53,052 -8.55 0.5101
2018-04-19 2018-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 378,113 119,801 46.38 58,014 46.39 0.5839
2018-02-14 2017-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 258,312 -344 -0.13 39,630 5.61 0.4116
2017-11-15 2017-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 258,656 7,142 2.84 37,526 -3.01 0.4276
2017-07-27 2017-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 251,514 3,651 1.47 38,691 -10.36 0.4831
2017-04-26 2017-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 247,863 -8,440 -3.29 43,163 1.45 0.5747
2017-02-13 2016-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 256,303 24,954 10.79 42,544 15.77 0.6416
2016-11-14 2016-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 231,349 -221,157 -48.87 36,750 -46.49 0.6473
2016-08-11 2016-06-30 13F/A-1 INTL BUSINESS MACHS Common Stock 459200101 452,506 219,058 93.84 68,682 94.26 1.4003
2016-08-05 2016-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 425,786 61,801
2016-05-10 2016-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 233,448 33,915 17.00 35,356 28.75 0.9260
2016-02-19 2015-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 199,533 7,750 4.04 27,460 -1.23 0.7092
2015-11-16 2015-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 191,783 660 0.35 27,803 -10.57 0.7848
2015-08-04 2015-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 191,123 3,974 2.12 31,088 3.50 0.6509
2015-05-12 2015-03-31 13F/A-1 INTL BUSINESS MACHS Common Stock 459200101 187,149 26,758 16.68 30,037 16.73 0.5595
2015-04-30 2015-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 187,149 30,037
2015-02-10 2014-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 160,391 -13,247 -7.63 25,733 -21.93 0.5149
2014-11-14 2014-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 173,638 5,819 3.47 32,962 8.35 0.6858
2014-08-13 2014-06-30 13F INTL BUSINESS MACHS Common Stock 459200101 167,819 16,643 11.01 30,420 4.54 0.6628
2014-05-14 2014-03-31 13F INTL BUSINESS MACHS Common Stock 459200101 151,176 -609 -0.40 29,100 2.21 0.7042
2014-02-19 2013-12-31 13F INTL BUSINESS MACHS Common Stock 459200101 151,785 -5,277 -3.36 28,470 -99.90 0.7520
2013-11-14 2013-09-30 13F INTL BUSINESS MACHS Common Stock 459200101 157,062 97,580 164.05 29,084,653 155.85 0.8735
2013-08-13 2013-06-30 13F I B M COMMON 459200101 59,482 59,482 11,367,656 1.1881
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.