International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionNewbridge Financial Services Group, Inc.
Latest Disclosed Ownership16,893 shares
Latest Disclosed Value $ 4,094,694
Newbridge Financial Services Group, Inc. reports 28.74% increase in ownership of IBM / International Business Machines Corporation

On May 5, 2026 - Newbridge Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 16,893 shares of International Business Machines Corporation (MX:IBM) valued at $4,094,694 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 13,122 shares of International Business Machines Corporation. This represents a change in shares of 28.74% 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)
2026-05-05 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,893 3,771 28.74 4,095 5.35 0.6732
2026-01-21 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,122 3,029 30.01 3,887 36.49 0.6035
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,093 7,308 262.41 2,848 246.77 0.4255
2025-08-19 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,785 683 32.49 821 57.28 0.1332
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,102 190 9.94 523 24.29 0.1269
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,912 1,912 420 0.1079
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,829 -100.00 0 -100.00
2024-09-11 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,829 -558 -16.47 489 -24.30 0.1822
2024-04-24 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,387 333 10.90 647 29.46 0.2823
2024-03-28 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,054 -675 -18.10 499 -4.59 0.2440
2023-10-17 2023-09-30 13F INTL BUSINESS MACHINES COM 459200101 3,729 51 1.39 523 6.30 0.2630
2023-07-21 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,678 456 14.15 492 16.59 0.2407
2023-04-18 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,222 143 4.64 422 -2.54 0.2243
2023-01-17 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,079 -119 -3.72 434 13.95 0.2503
2022-10-13 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,198 -1,066 -25.00 380 -36.88 0.2233
2022-07-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,264 34 0.80 602 9.45 0.3736
2022-04-26 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,230 279 7.06 550 4.17 0.2704
2022-01-19 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,951 195 5.19 528 1.15 0.2493
2021-10-27 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,756 2,603 225.76 522 208.88 0.3262
2021-09-07 2021-06-30 13F INTL BUSINESS MACHINES COM 459200101 1,153 -97 -7.76 169 1.20 0.1035
2021-09-07 2021-03-31 13F INTL BUSINESS MACHINES COM 459200101 1,250 65 5.49 167 12.08 0.1228
2021-09-07 2020-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,185 -98 -7.64 149 -4.49 0.1226
2021-09-07 2020-09-30 13F INTL BUSINESS MACHINES COM 459200101 1,283 1,283 156 0.1537
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.