International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMagnus Financial Group LLC
Latest Disclosed Ownership3,353 shares
Latest Disclosed Value $ 812,814
Magnus Financial Group LLC reports 5.04% decrease in ownership of IBM / International Business Machines Corporation

On April 10, 2026 - Magnus Financial Group LLC filed a 13F-HR form disclosing ownership of 3,353 shares of International Business Machines Corporation (MX:IBM) valued at $812,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 3,531 shares of International Business Machines Corporation. This represents a change in shares of -5.04% 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)
2026-04-10 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,353 -178 -5.04 813 -22.30 0.0660
2026-01-07 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,531 21 0.60 1,046 5.56 0.0798
2025-10-28 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,510 67 1.95 990 -2.46 0.0782
2025-07-16 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,443 -229 -6.24 1,015 11.29 0.0890
2025-04-11 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,672 911 33.00 913 50.50 0.0884
2025-01-17 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,761 -53 -1.88 607 -2.57 0.0586
2024-10-15 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,814 9 0.32 622 28.25 0.0632
2024-08-02 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,805 -36 -1.27 485 -10.52 0.0545
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,841 80 2.90 543 20.18 0.0644
2024-02-05 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,761 -150 -5.15 452 10.54 0.0591
2023-10-10 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,911 -45 -1.52 408 3.29 0.0595
2023-07-19 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,956 -6 -0.20 396 1.80 0.0563
2023-05-10 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,962 442 17.54 388 9.30 0.0591
2023-02-02 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,520 -114 -4.33 355 13.42 0.0578
2022-11-09 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,634 58 2.25 313 -14.01 0.0598
2022-08-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,576 347 15.57 364 25.52 0.0669
2022-05-12 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,229 2,229 290 0.0484
2021-05-05 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -4,105 -100.00 0 -100.00
2021-02-05 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,105 254 6.60 517 10.23 0.0513
2020-11-05 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,851 -17 -0.44 469 0.43 0.0546
2020-08-11 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,868 -874 -18.43 467 -11.22 0.0518
2020-05-11 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,742 -251 -5.03 526 -21.38 0.0717
2020-01-28 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,993 774 18.35 669 8.96 0.0957
2019-11-08 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,219 161 3.97 614 9.64 0.1152
2019-08-05 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,058 290 7.70 560 5.26 0.1079
2019-05-09 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,768 96 2.61 532 27.58 0.1083
2019-02-13 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,672 3,672 417 0.1108
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.