International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership51,754 shares
Latest Disclosed Value $ 12,544,380
Merit Financial Group, LLC reports 5.96% increase in ownership of IBM / International Business Machines Corporation

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 51,754 shares of International Business Machines Corporation (MX:IBM) valued at $12,544,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 48,843 shares of International Business Machines Corporation. This represents a change in shares of 5.96% 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)
2026-04-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,754 2,911 5.96 12,544 -13.30 0.0721
2026-01-26 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,843 9,388 23.79 14,468 29.97 0.1160
2025-11-07 2025-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 39,455 1,613 4.26 11,133 -0.20 0.1023
2025-10-20 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,456 1,614 11,133 0.1022
2025-07-22 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,842 9,666 34.31 11,155 59.21 0.1244
2025-04-09 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,176 7,351 35.30 7,006 53.07 0.1049
2025-01-15 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,825 3,544 20.51 4,578 19.82 0.0823
2024-10-17 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,281 -332 -1.88 3,821 25.41 0.0854
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,613 1,205 7.34 3,046 12.07 0.0672
2024-05-06 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,408 3,045 22.79 2,719 24.39 0.0648
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,363 -327 -2.39 2,186 13.80 0.0665
2023-11-07 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,690 1,058 8.38 1,921 13.61 0.0628
2023-08-01 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,632 629 5.24 1,690 7.44 0.0547
2023-04-24 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,003 -1,905 -13.70 1,573 -19.70 0.0572
2023-01-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,908 4,091 41.67 1,960 68.01 0.0709
2022-10-31 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,817 1,323 15.58 1,166 -2.75 0.0506
2022-08-08 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,494 2,449 40.51 1,199 52.54 0.0371
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,045 -304 -4.79 786 -7.42 0.0474
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,349 -4 -0.06 849 -3.85 0.0833
2021-10-27 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,353 1,045 19.69 883 13.50 0.0924
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,308 57 1.09 778 11.14 0.0731
2021-05-18 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,251 -235 -4.28 700 1.30 0.0732
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,486 -135 -2.40 691 1.02 0.0668
2020-11-10 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,621 -2,611 -31.72 684 -31.19 0.0625
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,232 -150 -1.79 994 6.88 0.0989
2020-05-05 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,382 3 0.04 930 -17.19 0.1039
2020-01-16 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,379 2,210 35.82 1,123 25.20 0.0994
2019-11-25 2019-09-30 13F INTERNATIONAL BUSINESS MACHS Common Stock 459200101 6,169 0 0.00 897 5.53 0.0981
2019-08-13 2019-06-30 13F INTL BUSINESS Common Stock 459200101 6,169 101 1.66 850 -0.58 0.0997
2019-05-16 2019-03-31 13F INTL BUSINESS Common Stock 459200101 6,068 -64 -1.04 855 22.84 0.1043
2019-02-15 2018-12-31 13F INTL BUSINESS MACH Equities 459200101 6,132 1,391 29.34 696 -2.79 0.1047
2018-10-25 2018-09-30 13F INTL BUSINESS Common Stock 459200101 4,741 668 16.40 716 26.06 0.1146
2018-08-07 2018-06-30 13F INTL BUSINESS Common Stock 459200101 4,073 -78 -1.88 568 -10.69 0.1018
2018-05-14 2018-03-31 13F INTL BUSINESS Common Stock 459200101 4,151 540 14.95 636 15.01 0.1250
2018-02-13 2017-12-31 13F INTL BUSINESS Common Stock 459200101 3,611 3,611 553 0.1177
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.