International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionLincoln Capital LLC
Latest Disclosed Ownership1,211 shares
Latest Disclosed Value $ 293,537
Lincoln Capital LLC reports 2.89% increase in ownership of IBM / International Business Machines Corporation

On May 1, 2026 - Lincoln Capital LLC filed a 13F-HR form disclosing ownership of 1,211 shares of International Business Machines Corporation (MX:IBM) valued at $293,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,177 shares of International Business Machines Corporation. This represents a change in shares of 2.89% 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)
2026-05-01 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,211 34 2.89 294 -15.80 0.0556
2026-01-08 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,177 -48 -3.92 349 -1.42 0.0632
2025-11-05 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,225 38 3.20 353 1.15 0.0662
2025-07-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,187 -125 -9.53 350 10.44 0.0673
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,312 0 0.00 316 9.72 0.0660
2025-01-16 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,312 0 0.00 288 -0.69 0.0606
2024-11-01 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,312 -10 -0.76 290 27.19 0.0614
2024-07-23 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,322 10 0.76 229 -8.80 0.0510
2024-04-16 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,312 0 0.00 251 16.82 0.0558
2024-01-10 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,312 1,312 215 0.0523
2023-04-26 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,650 -100.00 0 -100.00
2023-01-19 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,650 1,650 233 0.0670
2019-02-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,802 -100.00 0 -100.00
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,802 -25 -1.37 272 3.03 0.1347
2018-07-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,827 0 0.00 264 -5.71 0.1413
2018-04-16 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,827 90 5.18 280 5.26 0.1514
2018-01-17 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,737 52 3.09 266 9.02 0.1484
2017-10-19 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,685 0 0.00 244 -5.79 0.1506
2017-07-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,685 1,685 259 0.1626
2017-04-11 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,256 -100.00 0 -100.00
2017-02-07 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,256 1,256 0.00 208 0.1482
2015-07-31 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,250 -100.00 0 -100.00
2015-05-05 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,250 0 0.00 201 0.00 0.1723
2015-02-17 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,250 1,250 201 0.1742
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.