International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionLake Street Financial Llc
Latest Disclosed Ownership6,812 shares
Latest Disclosed Value $ 1,651,061
Lake Street Financial Llc reports 0.18% decrease in ownership of IBM / International Business Machines Corporation

On April 13, 2026 - Lake Street Financial Llc filed a 13F-HR form disclosing ownership of 6,812 shares of International Business Machines Corporation (MX:IBM) valued at $1,651,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,824 shares of International Business Machines Corporation. This represents a change in shares of -0.18% 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)
2026-04-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,812 -12 -0.18 1,651 -18.31 0.2102
2026-01-07 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,824 -30 -0.44 2,021 4.55 0.2473
2025-11-10 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,854 -52 -0.75 1,934 -5.01 0.2493
2025-08-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,906 -118 -1.68 2,036 16.55 0.2897
2025-04-10 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,024 -179 -2.49 1,747 10.30 0.2845
2025-01-15 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,203 -554 -7.14 1,583 -7.64 0.2530
2024-10-22 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,757 -356 -4.39 1,715 22.17 0.2749
2024-07-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,113 -279 -3.32 1,403 -12.42 0.1816
2024-04-19 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,392 -113 -1.33 1,603 15.17 0.2212
2024-01-10 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,505 217 2.62 1,391 18.58 0.2190
2023-10-20 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,288 1,804 27.82 1,173 35.29 0.2110
2023-07-18 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,484 -450 -6.49 868 -4.52 0.1524
2023-04-17 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,934 -81 -1.15 909 -8.10 0.1696
2023-01-25 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,015 78 1.12 988 19.90 0.2044
2022-10-21 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,937 93 1.36 824 -14.70 0.1893
2022-07-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,844 -212 -3.00 966 5.34 0.2035
2022-05-09 2022-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 7,056 548 8.42 917 5.40 0.1647
2022-01-24 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,508 125 1.96 870 -1.92 0.1526
2021-10-07 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,383 -165 -2.52 887 -7.80 0.2154
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,548 0 0.00 962 10.19 0.2448
2021-04-16 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,548 -785 -10.71 873 -5.42 0.2413
2021-01-19 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,333 550 8.11 923 11.88 0.2665
2020-10-09 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,783 -1,255 -15.61 825 -14.95 0.2771
2020-07-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,038 -110 -1.35 970 7.30 0.3594
2020-04-07 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,148 6,650 443.93 904 349.75 0.4117
2020-01-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,498 1,498 201 0.0770
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.