International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionLynch & Associates/in
Latest Disclosed Ownership46,175 shares
Latest Disclosed Value $ 11,192,276
Lynch & Associates/in reports 1.32% decrease in ownership of IBM / International Business Machines Corporation

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 46,175 shares of International Business Machines Corporation (MX:IBM) valued at $11,192,276 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 46,791 shares of International Business Machines Corporation. This represents a change in shares of -1.32% 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)
2026-04-08 2026-03-31 13F INTL BUS MACHINES COM 459200101 46,175 -616 -1.32 11,192 -19.24 2.1015
2026-01-07 2025-12-31 13F INTL BUS MACHINES COM 459200101 46,791 -174 -0.37 13,860 4.59 2.6205
2025-10-07 2025-09-30 13F INTL BUS MACHINES COM 459200101 46,965 -184 -0.39 13,252 -4.66 2.5589
2025-07-15 2025-06-30 13F INTL BUS MACHINES COM 459200101 47,149 -111 -0.23 13,898 18.27 2.8001
2025-04-17 2025-03-31 13F INTL BUS MACHINES COM 459200101 47,260 -999 -2.07 11,752 10.77 2.5417
2025-01-10 2024-12-31 13F INTL BUS MACHINES COM 459200101 48,259 278 0.58 10,609 0.01 2.3018
2024-10-15 2024-09-30 13F INTL BUS MACHINES COM 459200101 47,981 -879 -1.80 10,608 25.53 2.2427
2024-08-06 2024-06-30 13F INTL BUS MACHINES COM 459200101 48,860 2,381 5.12 8,450 -4.79 1.9040
2024-04-09 2024-03-31 13F INTL BUS MACHINES COM 459200101 46,479 -2,232 -4.58 8,876 11.41 2.0499
2024-01-08 2023-12-31 13F INTL BUS MACHINES COM 459200101 48,711 986 2.07 7,967 18.98 1.9362
2023-10-24 2023-09-30 13F/A-1 INTL BUS MACHINES COM 459200101 47,725 -170 -0.35 6,696 4.48 1.7664
2023-10-24 2023-09-30 13F INTL BUS MACHINES COM 459200101 47,725 -170 7 1.7665
2023-10-24 2023-06-30 13F/A-1 INTL BUS MACHINES COM 459200101 47,895 222 0.47 6,409 2.54 1.6400
2023-07-13 2023-06-30 13F INTL BUS MACHINES COM 459200101 47,895 225 6 1.6400
2023-10-24 2023-03-31 13F/A-1 INTL BUS MACHINES COM 459200101 47,673 -557 -1.15 6,249 -8.04 1.6393
2023-04-04 2023-03-31 13F INTL BUS MACHINES COM 459200101 47,670 -558 6 1.6392
2023-10-24 2022-12-31 13F/A-1 INTL BUS MACHINES COM 459200101 48,230 1,104 2.34 6,795 21.36 1.7763
2023-01-05 2022-12-31 13F INTL BUS MACHINES COM 459200101 48,228 1,102 7 1.7763
2022-10-03 2022-09-30 13F INTL BUS MACHINES COM 459200101 47,126 -1,330 -2.74 5,599 -18.16 1.6380
2022-07-06 2022-06-30 13F INTL BUS MACHINES COM 459200101 48,456 2,794 6.12 6,841 15.23 1.8612
2022-04-08 2022-03-31 13F INTL BUS MACHINES COM 459200101 45,662 274 0.60 5,937 -2.14 1.4380
2022-01-11 2021-12-31 13F INTL BUS MACHINES COM 459200101 45,388 -4,335 -8.72 6,067 -12.17 1.4322
2021-10-12 2021-09-30 13F INTL BUS MACHINES COM 459200101 49,723 -777 -1.54 6,908 -6.69 1.7893
2021-07-21 2021-06-30 13F INTL BUS MACHINES COM 459200101 50,500 2,722 5.70 7,403 16.27 1.8997
2021-04-09 2021-03-31 13F INTL BUS MACHINES COM 459200101 47,778 -1,297 -2.64 6,367 3.06 1.7192
2021-01-20 2020-12-31 13F INTL BUS MACHINES COM 459200101 49,075 -108 -0.22 6,178 3.24 1.6827
2020-10-21 2020-09-30 13F INTL BUS MACHINES COM 459200101 49,183 193 0.39 5,984 1.13 1.7920
2020-07-20 2020-06-30 13F INTL BUS MACHINES COM 459200101 48,990 1,554 3.28 5,917 12.45 1.9139
2020-04-28 2020-03-31 13F INTL BUS MACHINES COM 459200101 47,436 2,250 4.98 5,262 -13.13 1.9335
2020-01-10 2019-12-31 13F INTL BUS MACHINES COM 459200101 45,186 -2,035 -4.31 6,057 -11.80 1.7407
2019-10-03 2019-09-30 13F INTL BUS MACHINES COM 459200101 47,221 1,377 3.00 6,867 8.62 2.1002
2019-07-19 2019-06-30 13F INTL BUS MACHINES COM 459200101 45,844 1,020 2.28 6,322 -0.05 2.0544
2019-04-25 2019-03-31 13F INTL BUS MACHINES COM 459200101 44,824 2,492 5.89 6,325 31.44 2.0975
2019-01-10 2018-12-31 13F INTL BUS MACHINES COM 459200101 42,332 887 2.14 4,812 -23.22 1.7968
2018-10-05 2018-09-30 13F INTL BUS MACHINES COM 459200101 41,445 -297 -0.71 6,267 7.48 2.1151
2018-07-09 2018-06-30 13F INTL BUS MACHINES COM 459200101 41,742 -324 -0.77 5,831 -9.65 2.1123
2018-04-06 2018-03-31 13F INTL BUS MACHINES COM 459200101 42,066 2,756 7.01 6,454 7.01 2.4679
2018-01-04 2017-12-31 13F INTL BUS MACHINES COM 459200101 39,310 4,300 12.28 6,031 18.74 2.2605
2017-10-18 2017-09-30 13F INTL BUS MACHINES COM 459200101 35,010 -1,899 -5.15 5,079 -10.55 2.0180
2017-07-20 2017-06-30 13F INTL BUS MACHINES COM 459200101 36,909 -211 -0.57 5,678 -12.16 2.2431
2017-04-10 2017-03-31 13F INTL BUS MACHINES COM 459200101 37,120 922 2.55 6,464 7.57 2.6362
2017-01-09 2016-12-31 13F INTL BUS MACHINES COM 459200101 36,198 2,079 6.09 6,009 10.87 2.5294
2016-10-04 2016-09-30 13F INTL BUS MACHINES COM 459200101 34,119 -680 -1.95 5,420 2.61 2.3845
2016-07-20 2016-06-30 13F INTL BUS MACHINES COM 459200101 34,799 2,326 7.16 5,282 7.40 2.3601
2016-04-11 2016-03-31 13F INTL BUS MACHINES COM 459200101 32,473 4,846 17.54 4,918 29.35 2.3384
2016-02-29 2015-12-31 13F INTL BUS MACHINES COM 459200101 27,627 -1,215 -4.21 3,802 -9.06 1.9513
2015-10-14 2015-09-30 13F INTL BUS MACHINES COM 459200101 28,842 940 3.37 4,181 -7.89 2.3162
2015-07-21 2015-06-30 13F INTL BUS MACHINES COM 459200101 27,902 2,540 10.01 4,539 11.50 2.3695
2015-04-13 2015-03-31 13F INTL BUS MACHINES COM 459200101 25,362 1,200 4.97 4,071 5.00 2.1435
2015-01-21 2014-12-31 13F INTL BUS MACHINES COM 459200101 24,162 -1,665 -6.45 3,877 -20.93 2.0850
2014-10-03 2014-09-30 13F INTL BUS MACHINES COM 459200101 25,827 -135 -0.52 4,903 4.19 2.7545
2014-07-15 2014-06-30 13F INTL BUS MACHINES COM 459200101 25,962 -425 -1.61 4,706 -7.34 2.6871
2014-04-15 2014-03-31 13F INTL BUS MACHINES COM 459200101 26,387 -175 -0.66 5,079 1.95 2.9957
2014-01-22 2013-12-31 13F INTL BUS MACHINES COM 459200101 26,562 -1,695 -6.00 4,982 -4.80 2.9766
2013-10-16 2013-09-30 13F INTL BUS MACHINES COM 459200101 28,257 -210 -0.74 5,233 -3.81 3.4915
2013-07-16 2013-06-30 13F INTL BUS MACHINES COM 459200101 28,467 28,467 5,440 3.7596
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.