International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionSimon Quick Advisors, Llc
Latest Disclosed Ownership22,759 shares
Latest Disclosed Value $ 5,516,500
Simon Quick Advisors, Llc reports 22.18% increase in ownership of IBM / International Business Machines Corporation

On May 6, 2026 - Simon Quick Advisors, Llc filed a 13F-HR form disclosing ownership of 22,759 shares of International Business Machines Corporation (MX:IBM) valued at $5,516,500 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 18,628 shares of International Business Machines Corporation. This represents a change in shares of 22.18% 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)
2026-05-06 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,759 4,131 22.18 5,516 -0.02 0.2524
2026-01-29 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,628 277 1.51 5,518 6.55 0.2408
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,351 -277 -1.49 5,178 -5.70 0.2342
2025-10-08 2025-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 18,628 9,733 109.42 5,491 148.35 0.2779
2025-08-04 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,927 15,032 7,053 0.2838
2025-04-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,895 1,124 14.46 2,212 29.45 0.1259
2025-01-17 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,771 589 8.20 1,708 7.62 0.1023
2024-10-15 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,182 803 12.59 1,588 43.88 0.1003
2024-08-02 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,379 109 1.74 1,103 -7.85 0.0779
2024-04-19 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,270 523 9.10 1,197 27.48 0.0897
2024-01-16 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,747 58 1.02 940 17.67 0.0831
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,689 125 2.25 798 7.26 0.0753
2023-08-01 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,564 1,275 29.73 745 32.38 0.0687
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,289 550 14.71 562 6.84 0.0609
2023-01-30 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,739 501 15.47 527 36.62 0.0625
2022-11-07 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,238 -1,865 -36.55 385 -43.05 0.0544
2022-08-08 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,103 4,691 1,138.59 676 1,151.85 0.0885
2022-05-05 2022-03-31 13F Intl Business Machines COM 459200101 412 -278 -40.29 54 -41.30 0.0153
2022-02-08 2021-12-31 13F Intl Business Machines COM 459200101 690 427 162.36 92 155.56 0.0246
2021-10-27 2021-09-30 13F Intl Business Machines COM 459200101 263 100 61.35 36 56.52 0.0093
2021-07-21 2021-06-30 13F Intl Business Machines COM 459200101 163 -364 -69.07 23 -67.14 0.0061
2021-05-06 2021-03-31 13F Intl Business Machines COM 459200101 527 281 114.23 70 125.81 0.0206
2021-01-27 2020-12-31 13F Intl Business Machines COM 459200101 246 21 9.33 31 14.81 0.0094
2020-10-26 2020-09-30 13F Intl Business Machines COM 459200101 225 91 67.91 27 68.75 0.0077
2020-08-04 2020-06-30 13F Intl Business Machines COM 459200101 134 -72 -34.95 16 -30.43 0.0061
2020-04-09 2020-03-31 13F Intl Business Machines COM 459200101 206 -155 -42.94 23 -52.08 0.0085
2020-01-06 2019-12-31 13F Intl Business Machines COM 459200101 361 27 8.08 48 -2.04 0.0174
2019-10-16 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 334 300 882.35 49 1,125.00 0.0216
2019-08-05 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 34 0 0.00 5 -20.00 0.0024
2019-04-16 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 34 -12 -26.09 5 0.00 0.0021
2019-01-29 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 46 12 35.29 5 0.00 0.0018
2018-10-29 2018-09-30 13F Intl Business Machines COM 459200101 34 0 0.00 5 25.00 0.0020
2018-08-10 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 34 -400 -92.17 4 -94.03 0.0017
2018-05-07 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 434 166 61.94 67 52.27 0.0281
2018-04-10 2017-12-31 13F/A-1 Intl Business Machines COM 459200101 268 -256 -48.85 44 -42.11 0.0196
2018-02-13 2017-12-31 13F Intl Business Machines COM 459200101 268 -256 44 0.0175
2017-11-06 2017-09-30 13F Intl Business Machines COM 459200101 524 210 66.88 76 58.33 0.0276
2017-08-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 314 -200 -38.91 48 -46.67 0.0271
2017-05-15 2017-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM COM 459200101 514 -136 -20.92 90 -16.67 0.0533
2017-05-11 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 514 -136 41 0.0277
2017-01-24 2016-12-31 13F Intl Business Machines COM 459200101 650 650 108 0.0807
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.