International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionJNBA Financial Advisors
Latest Disclosed Ownership685 shares
Latest Disclosed Value $ 166,038
JNBA Financial Advisors reports 73.42% increase in ownership of IBM / International Business Machines Corporation

On April 22, 2026 - JNBA Financial Advisors filed a 13F-HR form disclosing ownership of 685 shares of International Business Machines Corporation (MX:IBM) valued at $166,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 395 shares of International Business Machines Corporation. This represents a change in shares of 73.42% 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 INTERNATIONAL BUSINESS MACHS COM 459200101 685 290 73.42 166 41.88 0.0138
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 395 16 4.22 117 10.38 0.0102
2025-10-28 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 379 74 24.26 107 19.10 0.0097
2025-07-24 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 305 0 0.00 90 18.67 0.0086
2025-04-25 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 305 -203 -39.96 76 -32.43 0.0079
2025-01-30 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 508 53 11.65 112 11.00 0.0114
2024-10-31 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 455 -25 -5.21 101 20.48 0.0101
2024-07-22 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 480 0 0.00 83 -8.79 0.0088
2024-04-26 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 480 0 0.00 92 16.67 0.0096
2024-02-08 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 480 -100 -17.24 79 -3.70 0.0089
2023-11-02 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 580 0 0.00 81 5.19 0.0102
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 580 0 0.00 78 1.32 0.0093
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 580 0 0.00 76 -6.17 0.0099
2023-02-07 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 580 0 0.00 82 17.39 0.0114
2022-11-07 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 580 0 0.00 69 -15.85 0.0106
2022-07-22 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 580 -100 -14.71 82 -6.82 0.0124
2022-04-29 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 680 -154 -18.47 88 -20.72 0.0117
2022-02-03 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 834 123 17.30 111 12.12 0.0136
2021-11-10 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 711 0 0.00 99 -4.81 0.0133
2021-08-04 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 711 -100 -12.33 104 -3.70 0.0141
2021-05-03 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 811 -50 -5.81 108 0.00 0.0157
2021-01-25 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 861 -24 -2.71 108 0.00 0.0178
2020-11-05 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 885 0 0.00 108 0.93 0.0218
2020-07-24 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 885 -19 -2.10 107 7.00 0.0229
2020-05-01 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 904 -1,200 -57.03 100 -64.54 0.0240
2020-02-10 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,104 -13 -0.61 282 -8.44 0.0538
2019-11-01 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,117 459 27.68 308 34.50 0.0626
2019-07-26 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,658 10 0.61 229 -1.72 0.0467
2019-05-01 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,648 -150 -8.34 233 14.22 0.0501
2019-02-06 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,798 -25,429 -93.40 204 -95.04 0.0462
2018-11-01 2018-09-30 13F IBM COM 459200101 27,227 25,029 1,138.72 4,117 1,241.04 1.8470
2018-07-17 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,198 -69 -3.04 307 -11.78 0.0649
2018-05-09 2018-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 2,267 -60 -2.58 348 -2.52 0.0745
2018-05-07 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,267 -60 2,267
2018-01-30 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,327 46 2.02 357 7.85 0.0751
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,281 0 0.00 331 -5.70 0.0739
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,281 0 0.00 351 -11.59 0.0798
2017-05-10 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,281 -187 -7.58 397 -3.17 0.0937
2017-02-03 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,468 -7,158 -74.36 410 -73.19 0.0997
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,626 7,367 326.12 1,529 345.77 0.2233
2016-07-22 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,259 -366 -13.94 343 -13.82 0.0959
2016-04-21 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,625 12 0.46 398 10.56 0.1432
2016-01-27 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,613 6 0.23 360 -4.76 0.1379
2015-10-28 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,607 24 0.93 378 -10.00 0.1610
2015-07-29 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,583 0 0.00 420 1.20 0.1592
2015-04-24 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,583 2,583 0.00 415 0.1597
2015-01-28 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,951 -100.00 0 -100.00
2014-10-22 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,951 12 0.41 560 5.07 0.2540
2014-07-24 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,939 0 0.00 533 -5.83 0.2584
2014-05-05 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,939 8 0.27 566 2.91 0.2980
2014-01-21 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,931 135 4.83 550 6.18 0.3012
2013-10-16 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,796 83 3.06 518 -0.19 0.3229
2013-07-19 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,713 2,713 519 0.3565
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.