International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership2,508 shares
Latest Disclosed Value $ 607,914
Moody Lynn & Lieberson, Llc reports 0.40% decrease in ownership of IBM / International Business Machines Corporation

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 2,508 shares of International Business Machines Corporation (MX:IBM) valued at $607,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 2,518 shares of International Business Machines Corporation. This represents a change in shares of -0.40% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,508 -10 -0.40 608 -18.52 0.0341
2026-01-15 2025-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,518 1 0.04 746 4.93 0.0395
2025-10-20 2025-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,517 -11,909 -82.55 710 -83.30 0.0382
2025-07-17 2025-06-30 13F INTL BUSINESS MACHINES COM 459200101 14,426 45 0.31 4,252 18.94 0.2454
2025-04-28 2025-03-31 13F INTL BUSINESS MACHINES COM 459200101 14,381 233 1.65 3,576 14.95 0.2295
2025-01-21 2024-12-31 13F INTL BUSINESS MACHINES COM 459200101 14,148 405 2.95 3,110 2.37 0.1906
2024-10-23 2024-09-30 13F INTL BUSINESS MACHINES COM 459200101 13,743 11,407 488.31 3,038 651.98 0.1872
2024-07-25 2024-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,336 -21,521 -90.21 404 -91.13 0.0264
2024-04-23 2024-03-31 13F INTL BUSINESS MACHINES COM 459200101 23,857 7,187 43.11 4,556 67.09 0.3063
2024-01-24 2023-12-31 13F INTL BUSINESS MACHINES COM 459200101 16,670 14,898 840.74 2,726 999.19 0.2075
2023-10-24 2023-09-30 13F INTL BUSINESS MACHINES COM 459200101 1,772 -24 -1.34 249 3.33 0.0213
2023-07-27 2023-06-30 13F INTL BUSINESS MACHINES COM 459200101 1,796 0 0.00 240 2.13 0.0194
2023-05-02 2023-03-31 13F INTL BUSINESS MACHINES COM 459200101 1,796 0 0.00 235 0.0212
2023-02-01 2022-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,796 0 0.00 0 -100.00 0.0232
2022-10-26 2022-09-30 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,796 -106 -5.57 213 -20.82 0.0206
2022-07-28 2022-06-30 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,902 0 0.00 269 8.91 0.0242
2022-04-27 2022-03-31 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,902 1,902 247 0.0181
2016-07-29 2016-06-30 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 0 -80,175 -100.00 0 -100.00
2016-05-02 2016-03-31 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 80,175 80,175 0.00 12,143 1.9123
2015-01-28 2014-12-31 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 0 -1,212 -100.00 0 -100.00
2014-10-28 2014-09-30 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,212 35 2.97 230 7.98 0.0342
2014-07-30 2014-06-30 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,177 -37 -3.05 213 -8.97 0.0293
2014-04-30 2014-03-31 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,214 -10 -0.82 234 1.74 0.0339
2014-02-10 2013-12-31 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,224 -50 -3.92 230 -2.54 0.0313
2013-10-29 2013-09-30 13F INTERNATIONAL BUSINESS MACHINE COM 459200101 1,274 1,274 236 0.0365
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.