International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMcCollum Christoferson Group LLC
Latest Disclosed Ownership2,037 shares
Latest Disclosed Value $ 493,748
McCollum Christoferson Group LLC ownership in IBM / International Business Machines Corporation

On April 10, 2026 - McCollum Christoferson Group LLC filed a 13F-HR form disclosing ownership of 2,037 shares of International Business Machines Corporation (MX:IBM) valued at $493,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,037 shares of International Business Machines Corporation. This represents a change in shares of 0.00% 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 Stock 459200101 2,037 0 0.00 494 -18.24 0.1484
2026-01-09 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,037 258 14.50 603 20.36 0.1745
2025-11-17 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,779 0 0.00 502 -4.39 0.1438
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 1,779 0 0.00 524 18.55 0.1560
2025-05-06 2025-03-31 13F INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 1,779 0 0.00 442 13.04 0.1350
2025-02-11 2024-12-31 13F INTERNATIONAL BUSINESS MACHS CORP COM CORP COM 459200101 1,779 0 0.00 391 -0.51 0.1156
2024-10-16 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,779 0 0.00 393 28.01 0.1139
2024-07-30 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,779 0 0.00 308 -9.44 0.0915
2024-04-26 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,779 0 0.00 340 16.90 0.0983
2024-01-19 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,779 300 20.28 291 40.10 0.0880
2023-11-08 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,479 1,479 208 0.0638
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,589 -100.00 0 -100.00
2023-02-07 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,589 1,589 224 0.0708
2022-10-31 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,589 -100.00 0 -100.00
2022-08-10 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,589 0 0.00 224 8.21 0.0683
2022-05-10 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,589 0 0.00 207 -2.36 0.0511
2022-02-09 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,589 110 7.44 212 3.41 0.0477
2021-10-13 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,479 0 0.00 205 -5.53 0.0488
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,479 1,479 217 0.0516
2020-04-13 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,661 -100.00 0 -100.00
2020-01-30 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,661 0 0.00 223 -8.23 0.0750
2019-10-17 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,661 -70 -4.04 243 1.67 0.0867
2019-07-11 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,731 0 0.00 239 -2.05 0.0843
2019-04-11 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,731 -435 -20.08 244 -0.81 0.0900
2019-01-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,166 0 0.00 246 -25.00 0.1038
2018-10-16 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,166 -30 -1.37 328 6.84 0.1203
2018-07-24 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,196 45 2.09 307 -6.97 0.1249
2018-04-19 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,151 -168 -7.24 330 -7.30 0.1376
2018-01-18 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,319 2,319 356 0.1475
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.