International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMeans Investment Co., Inc.
Latest Disclosed Ownership8,197 shares
Latest Disclosed Value $ 1,986,982
Means Investment Co., Inc. reports 9.79% increase in ownership of IBM / International Business Machines Corporation

On April 24, 2026 - Means Investment Co., Inc. filed a 13F-HR form disclosing ownership of 8,197 shares of International Business Machines Corporation (MX:IBM) valued at $1,986,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,466 shares of International Business Machines Corporation. This represents a change in shares of 9.79% 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)
2026-04-24 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,197 731 9.79 1,987 -10.18 0.1730
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,466 -724 -8.84 2,212 -4.33 0.1863
2025-11-06 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,190 -146 -1.75 2,311 -5.94 0.2000
2025-07-25 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,336 551 7.08 2,457 26.98 0.2328
2025-04-21 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,785 -444 -5.40 1,936 6.97 0.2056
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,229 221 2.76 1,809 2.20 0.1883
2024-10-18 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,008 125 1.59 1,770 29.86 0.1967
2024-07-19 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,883 42 0.54 1,363 -8.95 0.1630
2024-04-17 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,841 -189 -2.35 1,497 14.01 0.1937
2024-01-25 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,030 -147 -1.80 1,313 14.47 0.1892
2023-10-25 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,177 -69 -0.84 1,147 3.99 0.1878
2023-07-31 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,246 -158 -1.88 1,103 0.18 0.1746
2023-05-08 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,404 -175 -2.04 1,102 -8.86 0.1935
2023-01-27 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,579 156 1.85 1,209 20.68 0.2423
2022-10-17 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,423 41 0.49 1,001 -15.46 0.2172
2022-07-21 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,382 -231 -2.68 1,184 5.71 0.2510
2022-04-26 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,613 258 3.09 1,120 0.27 0.2028
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,355 -1,558 -15.72 1,117 -18.88 0.1972
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,913 2,471 33.20 1,377 26.21 0.2719
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,442 -141 -1.86 1,091 7.91 0.2181
2021-04-05 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,583 134 1.80 1,011 12.21 0.2300
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,449 -108 -1.43 901 4.52 0.2054
2020-11-09 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,557 1,008 15.39 862 3.86 0.2369
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,549 -289 -4.23 830 1.72 0.2601
2020-04-23 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,838 298 4.56 816 -9.83 0.3157
2020-01-21 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,540 -100 -1.51 905 -0.98 0.3033
2019-11-05 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,640 1,699 34.39 914 32.85 0.3451
2019-08-07 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,941 -706 -12.50 688 -13.68 0.2822
2019-04-16 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,647 1,269 28.99 797 60.04 0.3501
2019-04-16 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,378 4,378 498 0.2757
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.