International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionNavellier & Associates Inc
Latest Disclosed Ownership4,823 shares
Latest Disclosed Value $ 1,168,939
Navellier & Associates Inc reports 0.47% decrease in ownership of IBM / International Business Machines Corporation

On May 7, 2026 - Navellier & Associates Inc filed a 13F-HR form disclosing ownership of 4,823 shares of International Business Machines Corporation (MX:IBM) valued at $1,168,939 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,846 shares of International Business Machines Corporation. This represents a change in shares of -0.47% 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)
2026-05-07 2026-03-31 13F International Business Machines COM 459200101 4,823 -23 -0.47 1,169 -18.61 0.1218
2026-02-03 2025-12-31 13F International Business Machines com 459200101 4,846 -827 -14.58 1,435 -10.31 0.1608
2025-11-06 2025-09-30 13F International Business Machines COM 459200101 5,673 873 18.19 1,601 13.15 0.1624
2025-08-07 2025-06-30 13F International Business Machines COM 459200101 4,800 44 0.93 1,415 19.32 0.1753
2025-05-06 2025-03-31 13F International Business Machines COM 459200101 4,756 -751 -13.64 1,185 -2.07 0.1637
2025-02-03 2024-12-31 13F International Business Machines COM 459200101 5,507 1,397 33.99 1,211 33.26 0.1452
2024-11-12 2024-09-30 13F International Business Machines COM 459200101 4,110 -1,337 -24.55 909 -3.61 0.1232
2024-08-08 2024-06-30 13F International Business Machines COM 459200101 5,447 -44 -0.80 942 -10.11 0.1106
2024-05-14 2024-03-31 13F International Business Machines COM 459200101 5,491 -123 -2.19 1,049 14.16 0.1292
2024-02-08 2023-12-31 13F International Business Machines COM 459200101 5,614 631 12.66 918 31.33 0.1376
2023-11-09 2023-09-30 13F International Business Machines COM 459200101 4,983 1,178 30.96 699 37.33 0.1197
2023-08-07 2023-06-30 13F International Business Machines COM 459200101 3,805 3,805 509 0.0992
2021-05-12 2021-03-31 13F International Business Machine COM 459200101 0 -12,405 -100.00 0 -100.00
2021-02-05 2020-12-31 13F International Business Machine COM 459200101 12,405 -949 -7.11 1,562 -3.88 0.2828
2020-11-09 2020-09-30 13F International Business Machine COM 459200101 13,354 -608 -4.35 1,625 -3.62 0.3545
2020-08-12 2020-06-30 13F International Business Machine COM 459200101 13,962 -99 -0.70 1,686 8.08 0.4006
2020-05-13 2020-03-31 13F International Business Machine COM 459200101 14,061 -15 -0.11 1,560 -17.33 0.3666
2020-02-12 2019-12-31 13F International Business Machine COM 459200101 14,076 -785 -5.28 1,887 -12.68 0.3039
2019-10-16 2019-09-30 13F International Business Machine COM 459200101 14,861 1,779 13.60 2,161 19.79 0.3576
2019-07-17 2019-06-30 13F International Business Machine COM 459200101 13,082 -300 -2.24 1,804 -4.45 0.2788
2019-05-15 2019-03-31 13F International Business Machine COM 459200101 13,382 104 0.78 1,888 25.12 0.2930
2019-01-15 2018-12-31 13F International Business Machine COM 459200101 13,278 -848 -6.00 1,509 -29.35 0.2566
2018-11-14 2018-09-30 13F International Business Machine COM 459200101 14,126 -193 -1.35 2,136 6.80 0.2765
2018-08-06 2018-06-30 13F International Business Machine COM 459200101 14,319 32 0.22 2,000 -8.76 0.2784
2018-05-21 2018-03-31 13F International Business Machine COM 459200101 14,287 870 6.48 2,192 6.51 0.3324
2018-02-12 2017-12-31 13F International Business Machine COM 459200101 13,417 13,417 2,058 0.3848
2017-11-14 2017-09-30 13F International Business Machine COM 459200101 0 -16,454 -100.00 0 -100.00
2017-08-24 2017-06-30 13F International Business Machine COM 459200101 16,454 551 3.46 2,531 -8.60 0.3782
2017-04-21 2017-03-31 13F International Business Machine COM 459200101 15,903 1,521 10.58 2,769 16.00 0.4035
2017-02-13 2016-12-31 13F International Business Machine COM 459200101 14,382 2,625 22.33 2,387 27.78 0.3946
2016-10-24 2016-09-30 13F International Business Machine COM 459200101 11,757 2,963 33.69 1,868 39.93 0.2671
2016-08-03 2016-06-30 13F International Business Machine COM 459200101 8,794 8,794 0.00 1,335 0.1993
2016-02-10 2015-12-31 13F International Business Machine COM 459200101 0 -2,100 -100.00 0 -100.00
2015-10-20 2015-09-30 13F International Business Machine COM 459200101 2,100 -9,100 -81.25 304 -83.32 0.0306
2015-07-08 2015-06-30 13F International Business Machine COM 459200101 11,200 1,300 13.13 1,822 14.66 0.1598
2015-05-18 2015-03-31 13F International Business Machine COM 459200101 9,900 9,900 0.00 1,589 0.1441
2015-02-02 2014-12-31 13F International Business Machine COM 459200101 0 -8,154 -100.00 0 -100.00
2014-10-07 2014-09-30 13F International Business Machine COM 459200101 8,154 -1,600 -16.40 1,548 -12.44 0.0778
2014-07-09 2014-06-30 13F International Business Machine COM 459200101 9,754 418 4.48 1,768 -1.61 0.0800
2014-05-08 2014-03-31 13F International Business Machine COM 459200101 9,336 1,145 13.98 1,797 16.99 0.0837
2014-02-03 2013-12-31 13F International Business Machine COM 459200101 8,191 2,389 41.18 1,536 43.02 0.0693
2013-11-05 2013-09-30 13F International Business Machine COM 459200101 5,802 604 11.62 1,074 8.16 0.0317
2013-11-05 2013-06-30 13F/A-1 International Business Machine COM 459200101 5,198 791 17.95 993 5.64 0.0474
2013-07-03 2013-06-30 13F International Business Machine COM 459200101 5,617 1,073
2013-11-05 2013-03-31 13F/A-1 International Business Machine COM 459200101 4,407 395 9.85 940 22.40 0.0436
2013-11-05 2012-12-31 13F/A-1 International Business Machine COM 459200101 4,012 -298,228 -98.67 768 -98.78 0.0385
2013-11-05 2012-09-30 13F/A-1 International Business Machine COM 459200101 302,240 302,240 62,700 3.0250
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.