International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCoastal Bridge Advisors, LLC
Latest Disclosed Ownership13,673 shares
Latest Disclosed Value $ 3,314,081
Coastal Bridge Advisors, LLC reports 0.32% increase in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Coastal Bridge Advisors, LLC filed a 13F-HR form disclosing ownership of 13,673 shares of International Business Machines Corporation (MX:IBM) valued at $3,314,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,629 shares of International Business Machines Corporation. This represents a change in shares of 0.32% 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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,673 44 0.32 3,314 -17.91 0.2342
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,629 1,283 10.39 4,037 15.91 0.3009
2025-11-03 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,346 -170 -1.36 3,483 -5.58 0.2638
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,516 297 2.43 3,689 21.43 0.3040
2025-08-25 2025-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 12,219 6,554 115.69 3,038 144.02 0.4342
2025-05-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,679 14 1,412 0.3605
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,665 -85 -1.48 1,245 -2.05 0.3135
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,750 18 0.31 1,271 28.25 0.3150
2024-08-16 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,732 20 0.35 991 -9.08 0.2463
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,712 117 2.09 1,091 19.13 0.2511
2024-02-15 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,595 21 0.38 915 17.16 0.2344
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,574 23 0.41 782 5.26 0.2097
2023-08-17 2023-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,551 99 1.82 743 3.92 0.1820
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,452 715
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,452 25 0.46 715 -6.54 0.1807
2023-02-08 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,427 72 1.34 765 20.13 0.2170
2022-11-15 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,355 25 0.47 636 -15.54 0.1711
2022-11-15 2022-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,330 22 0.41 753 9.13 0.2317
2022-08-05 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,338 30 754 0.2277
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,308 24 0.45 690 -2.27 0.1588
2022-05-20 2021-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,284 25 0.48 706 -3.42 0.1470
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,429 170 726 0.1589
2022-05-20 2021-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,259 22 0.42 731 -4.82 0.1690
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,404 167 751 0.1614
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,237 1,153 28.23 768 41.18 0.1575
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,084 253 6.60 544 12.86 0.0996
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,831 -2,367 -38.19 482 -36.07 0.0957
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,198 162 2.68 754 3.43 0.2299
2020-08-11 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,036 32 0.53 729 9.46 0.2326
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,004 22 0.37 666 -16.96 0.2444
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,982 35 0.59 802 -7.28 0.2081
2019-11-08 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,947 19 0.32 865 5.88 0.2954
2019-08-13 2019-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,928 120 2.07 817 -0.24 0.2418
2019-08-07 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19 -5,789 817 0.2448
2019-05-08 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,808 19 0.33 819 24.47 0.2860
2019-02-08 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,789 21 0.36 658 -24.54 0.2598
2018-11-08 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,768 16 0.28 872 8.59 0.3324
2018-08-03 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,752 17 0.30 803 -8.75 0.3233
2018-05-11 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,735 15 0.26 880 -0.23 0.3195
2018-02-09 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,720 -558 -8.89 882 -3.18 0.2817
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,278 16 0.26 911 -5.40 0.2985
2017-08-03 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,262 14 0.22 963 -11.49 0.3240
2017-08-14 2017-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 6,248 12 0.19 1,088 5.12 0.3709
2017-05-04 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,248 12 1,088 0.3590
2017-02-10 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,236 413 7.09 1,035 11.89 0.4028
2016-11-09 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,823 12 0.21 925 4.88 0.4503
2016-08-15 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,811 14 0.24 882 0.46 0.4608
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,797 -496 -7.88 878 1.39 0.6133
2016-02-09 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,293 6,293 866 0.4832
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.