International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionNadler Financial Group, Inc.
Latest Disclosed Ownership2,025 shares
Latest Disclosed Value $ 490,840
Nadler Financial Group, Inc. reports 0.10% increase in ownership of IBM / International Business Machines Corporation

On May 4, 2026 - Nadler Financial Group, Inc. filed a 13F-HR form disclosing ownership of 2,025 shares of International Business Machines Corporation (MX:IBM) valued at $490,840 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,023 shares of International Business Machines Corporation. This represents a change in shares of 0.10% 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)
2026-05-04 2026-03-31 13F International Business Machines Stock 459200101 2,025 2 0.10 491 -18.20 0.0473
2026-01-28 2025-12-31 13F International Business Machines Stock 459200101 2,023 -217 -9.69 599 -5.22 0.0557
2025-10-30 2025-09-30 13F International Business Machines Stock 459200101 2,240 225 11.17 632 6.58 0.0602
2025-07-28 2025-06-30 13F International Business Machines Stock 459200101 2,015 -568 -21.99 594 -7.63 0.0608
2025-04-24 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,583 568 28.19 642 45.25 0.0711
2025-01-24 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,015 0 0.00 443 -0.67 0.0467
2024-10-28 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,015 0 0.00 445 27.87 0.0491
2024-07-22 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,015 -95 -4.50 348 -13.43 0.0410
2024-04-26 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,110 36 1.74 403 18.58 0.0497
2024-02-02 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,074 0 0.00 339 16.90 0.0457
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,074 0 0.00 291 4.69 0.0441
2023-07-31 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,074 -100 -4.60 278 -2.46 0.0406
2023-04-19 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,174 100 4.82 285 -2.74 0.0454
2023-01-30 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,074 0 0.00 292 18.70 0.0510
2022-10-31 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,074 0 0.00 246 -16.04 0.0468
2022-07-20 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,074 -6 -0.29 293 8.52 0.0539
2022-05-05 2022-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,080 39 1.91 270 -1.10 0.0423
2022-01-18 2021-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,041 177 9.50 273 5.41 0.0403
2021-10-13 2021-09-30 13F INTL BUSINESS MACHINES COM 459200101 1,864 2 0.11 259 -5.13 0.0423
2021-07-16 2021-06-30 13F INTL BUSINESS MACHINES COM 459200101 1,862 -26 -1.38 273 8.33 0.0447
2021-04-14 2021-03-31 13F INTL BUSINESS MACHINES COM 459200101 1,888 255 15.62 252 22.33 0.0450
2021-01-26 2020-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,633 -157 -8.77 206 -5.50 0.0394
2020-10-07 2020-09-30 13F INTL BUSINESS MACHINES COM 459200101 1,790 -91 -4.84 218 -3.96 0.0483
2020-07-09 2020-06-30 13F INTL BUSINESS MACHINES COM 459200101 1,881 1,881 227 0.0567
2020-04-09 2020-03-31 13F INTL BUSINESS MACHINES COM 459200101 0 -1,662 -100.00 0 -100.00
2020-01-08 2019-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,662 -179 -9.72 223 -16.79 0.0551
2019-10-02 2019-09-30 13F INTL BUSINESS MACHINES COM 459200101 1,841 5 0.27 268 5.93 0.0746
2019-07-16 2019-06-30 13F INTL BUSINESS MACHINES COM 459200101 1,836 -71 -3.72 253 -5.95 0.0732
2019-04-04 2019-03-31 13F INTL BUSINESS MACHINES COM 459200101 1,907 15 0.79 269 25.12 0.0857
2019-01-17 2018-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,892 7 0.37 215 -24.56 0.0705
2018-10-09 2018-09-30 13F INTL BUSINESS MACHINES COM 459200101 1,885 -268 -12.45 285 -5.32 0.0771
2018-07-09 2018-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,153 -423 -16.42 301 -23.80 0.0852
2018-04-05 2018-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,576 409 18.87 395 18.98 0.1217
2018-01-12 2017-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,167 6 0.28 332 6.07 0.1013
2017-10-11 2017-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,161 -193 -8.20 313 -13.54 0.1031
2017-07-13 2017-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,354 -241 -9.29 362 -19.91 0.1232
2017-04-07 2017-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,595 320 14.07 452 19.58 0.1577
2017-01-18 2016-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,275 37 1.65 378 6.18 0.1402
2016-10-07 2016-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,238 -5 -0.22 356 4.71 0.1402
2016-07-07 2016-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,243 8 0.36 340 0.29 0.1435
2016-04-05 2016-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,235 -233 -9.44 339 -0.29 0.1483
2016-01-20 2015-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,468 -515 -17.26 340 -21.30 0.1534
2015-10-08 2015-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,983 -361 -10.80 432 -20.59 0.2160
2015-07-08 2015-06-30 13F INTL BUSINESS MACHINES COM 459200101 3,344 6 0.18 544 1.49 0.2570
2015-04-13 2015-03-31 13F INTL BUSINESS MACHINES COM 459200101 3,338 3,338 0.00 536 0.2577
2015-02-03 2014-12-31 13F INTL BUSINESS MACHINES COM 459200101 0 -4,780 -100.00 0 -100.00
2014-10-31 2014-09-30 13F INTL BUSINESS MACHINES COM 459200101 4,780 -351 -6.84 907 -2.47 0.5433
2014-07-31 2014-06-30 13F INTL BUSINESS MACHINES COM 459200101 5,131 -76 -1.46 930 -7.19 0.5848
2014-04-03 2014-03-31 13F INTL BUSINESS MACHINES COM 459200101 5,207 -264 -4.83 1,002 -2.34 0.6675
2014-02-06 2013-12-31 13F INTL BUSINESS MACHINES COM 459200101 5,471 -880 -13.86 1,026 -12.76 0.6641
2013-10-31 2013-09-30 13F INTL BUSINESS MACHINES COM 459200101 6,351 -463 -6.79 1,176 -9.68 0.8546
2013-08-15 2013-06-30 13F INTL BUSINESS MACHINES COM 459200101 6,814 6,814 1,302 0.9177
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.