International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionOpinicus Capital, Inc.
Latest Disclosed Ownership8,636 shares
Latest Disclosed Value $ 2,093,276
Opinicus Capital, Inc. reports 27.94% increase in ownership of IBM / International Business Machines Corporation

On May 5, 2026 - Opinicus Capital, Inc. filed a 13F-HR form disclosing ownership of 8,636 shares of International Business Machines Corporation (MX:IBM) valued at $2,093,276 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,750 shares of International Business Machines Corporation. This represents a change in shares of 27.94% 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)
2026-05-05 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,636 1,886 27.94 2,093 4.70 1.4760
2026-02-04 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,750 2,959 78.05 1,999 87.00 1.3940
2025-11-06 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,791 380 11.14 1,070 6.37 0.7410
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,411 28 0.83 1,005 19.50 0.7640
2025-04-16 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,383 27 0.80 841 14.11 0.7439
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,356 24 0.72 738 0.14 0.6203
2024-11-04 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,332 20 0.60 737 28.67 0.5888
2024-07-22 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,312 434 15.08 573 4.19 0.4828
2024-04-16 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,878 -101 -3.39 550 12.73 0.4872
2024-02-05 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,979 2,979 487 0.4968
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.