International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionJoel Isaacson & Co., LLC
Latest Disclosed Ownership23,008 shares
Latest Disclosed Value $ 5,576,970
Joel Isaacson & Co., LLC reports 17.08% increase in ownership of IBM / International Business Machines Corporation

On April 22, 2026 - Joel Isaacson & Co., LLC filed a 13F-HR form disclosing ownership of 23,008 shares of International Business Machines Corporation (MX:IBM) valued at $5,576,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 19,651 shares of International Business Machines Corporation. This represents a change in shares of 17.08% 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 23,008 3,357 17.08 5,577 -4.19 0.1849
2026-01-30 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,651 465 2.42 5,821 7.52 0.1922
2025-10-30 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,186 297 1.57 5,413 -2.77 0.1954
2025-07-23 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,889 1,130 6.36 5,568 26.09 0.2264
2025-04-25 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,759 775 4.56 4,416 18.27 0.2002
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,984 390 2.35 3,734 1.77 0.1683
2024-10-23 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,594 9 0.05 3,669 27.89 0.1749
2024-07-24 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,585 754 4.76 2,868 -5.13 0.1507
2024-04-30 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,831 2,232 16.41 3,023 35.93 0.1657
2024-02-12 2023-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 13,599 222 1.66 2,224 18.55 0.1365
2024-01-25 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,599 222 2,224 0.1365
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,377 -42 -0.31 1,877 4.51 0.1284
2023-07-27 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,419 137 1.03 1,796 3.10 0.1202
2023-04-25 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,282 111 0.84 1,741 -6.15 0.1251
2023-01-27 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,171 1,003 8.24 1,856 28.28 0.1428
2022-10-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,168 2,179 21.81 1,446 2.55 0.1249
2022-07-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,989 930 10.27 1,410 23.36 0.1184
2022-04-21 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,059 81 0.90 1,143 -4.75 0.0841
2022-01-19 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,978 -120 -1.32 1,200 -5.06 0.0824
2021-10-21 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,098 2,547 38.88 1,264 31.67 0.0955
2021-07-20 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,551 -666 -9.23 960 -0.21 0.0747
2021-04-23 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,217 -1,956 -21.32 962 -16.71 0.0843
2021-01-22 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,173 -305 -3.22 1,155 0.17 0.1131
2020-10-14 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,478 -427 -4.31 1,153 -3.60 0.1499
2020-07-21 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,905 -474 -4.57 1,196 3.91 0.1703
2020-04-21 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,379 -381 -3.54 1,151 -20.18 0.2004
2020-01-24 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,760 15 0.14 1,442 -7.74 0.1894
2019-10-15 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,745 -822 -7.11 1,563 -2.01 0.2227
2019-07-11 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,567 539 4.89 1,595 2.51 0.2322
2019-04-09 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,028 -39 -0.35 1,556 15.77 0.2270
2019-01-18 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,067 816 7.96 1,344 -13.29 0.2130
2018-10-19 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,251 9 0.09 1,550 8.32 0.2437
2018-08-01 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,242 -415 -3.89 1,431 -12.48 0.2396
2018-05-01 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,657 207 1.98 1,635 2.00 0.2852
2018-01-30 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,450 119 1.15 1,603 6.94 0.2782
2017-11-02 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,331 -1,408 -11.99 1,499 -17.00 0.2743
2017-08-01 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,739 -405 -3.33 1,806 -14.61 0.3414
2017-05-05 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,144 -64 -0.52 2,115 4.39 0.4149
2017-01-23 2016-12-31 13F IBM COM 459200101 12,208 8 0.07 2,026 4.54 0.4075
2016-10-25 2016-09-30 13F IBM COM 459200101 12,200 128 1.06 1,938 5.79 0.3980
2016-07-22 2016-06-30 13F IBM COM 459200101 12,072 -214 -1.74 1,832 -1.56 0.3898
2016-04-18 2016-03-31 13F IBM COM 459200101 12,286 411 3.46 1,861 13.89 0.4110
2016-01-15 2015-12-31 13F IBM COM 459200101 11,875 -1,816 -13.26 1,634 -17.68 0.4013
2015-10-21 2015-09-30 13F IBM COM 459200101 13,691 -939 -6.42 1,985 -16.60 0.5298
2015-07-27 2015-06-30 13F IBM COM 459200101 14,630 -689 -4.50 2,380 -3.21 0.6100
2015-04-14 2015-03-31 13F INTL BUSINESS MACHINES COM 459200101 15,319 812 5.60 2,459 5.67 0.6201
2015-01-09 2014-12-31 13F INTL BUSINESS MACHINES COM 459200101 14,507 -185 -1.26 2,327 -16.57 0.6257
2014-10-22 2014-09-30 13F INTL BUSINESS MACHINES COM 459200101 14,692 997 7.28 2,789 12.37 0.8527
2014-07-21 2014-06-30 13F INTL BUSINESS MACHINES COM 459200101 13,695 -1,368 -9.08 2,482 -14.41 0.7769
2014-04-14 2014-03-31 13F/A-1 INTL BUSINESS MACHINES COM 459200101 15,063 835 5.87 2,900 8.65 0.9732
2014-04-11 2014-03-31 13F INTL BUSINESS MACHINES COM 459200101 47,210 1,280
2014-02-12 2013-12-31 13F INTL BUSINESS MACHINES COM 459200101 14,228 -182 -1.26 2,669 0.04 0.9690
2014-02-26 2013-09-30 13F INTL BUSINESS MACHINES COM 459200101 14,410 2,026 16.36 2,668 12.72 1.0898
2014-03-03 2013-06-30 13F INTL BUSINESS MACHINES COM 459200101 12,384 1,485 13.63 2,367 1.81 1.1133
2014-03-03 2013-03-31 13F INTL BUSINESS MACHINES COM 459200101 10,899 609 5.92 2,325 17.96 1.1779
2014-03-07 2012-12-31 13F INTL BUSINESS MACHINES COM 459200101 10,290 10,290 1,971 1.2848
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.