International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionPeddock Capital Advisors, Llc
Latest Disclosed Ownership10,125 shares
Latest Disclosed Value $ 2,454,159
Peddock Capital Advisors, Llc reports 4.58% increase in ownership of IBM / International Business Machines Corporation

On April 15, 2026 - Peddock Capital Advisors, Llc filed a 13F-HR form disclosing ownership of 10,125 shares of International Business Machines Corporation (MX:IBM) valued at $2,454,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,682 shares of International Business Machines Corporation. This represents a change in shares of 4.58% 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)
2026-04-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,125 443 4.58 2,454 -14.41 0.5412
2026-01-21 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,682 14 0.14 2,868 5.10 0.6008
2025-10-17 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,668 -175 -1.78 2,728 -5.96 0.5880
2025-07-15 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,843 17 0.17 2,902 18.75 0.6710
2025-04-30 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,826 -500 -4.84 2,443 7.67 0.6188
2025-01-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,326 86 0.84 2,270 0.27 0.5442
2024-10-08 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,240 200 1.99 2,264 30.36 0.5444
2024-07-18 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,040 58 0.58 1,736 -8.92 0.4472
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,982 603 6.43 1,906 24.33 0.4994
2024-02-06 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,379 255 2.79 1,534 19.77 0.4674
2023-10-10 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,124 293 3.32 1,280 8.38 0.4269
2023-08-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,831 444 5.29 1,182 7.46 0.3887
2023-05-04 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,387 526 6.69 1,099 -0.72 0.3819
2023-02-02 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,861 3,192 68.37 1,108 99.46 0.4286
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,669 543 13.16 555 -4.80 0.2279
2022-08-01 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,126 725 21.32 583 31.90 0.2281
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,401 420 14.09 442 11.06 0.1433
2022-02-08 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,981 -12 -0.40 398 -4.33 0.1315
2021-11-15 2021-09-30 13F International Business Mach COM 459200101 2,993 -901 -23.14 416 -24.23 0.1482
2021-08-16 2021-06-30 13F International Business Mach COM 459200101 3,894 284 7.87 549 14.14 0.1919
2021-05-17 2021-03-31 13F International Business Mach COM 459200101 3,610 -113 -3.04 481 2.56 0.1838
2021-02-12 2020-12-31 13F International Business Mach COM 459200101 3,723 -25 -0.67 469 2.85 0.2443
2020-11-16 2020-09-30 13F International Business Mach COM 459200101 3,748 -330 -8.09 456 -7.51 0.2794
2020-08-11 2020-06-30 13F International Business Mach COM 459200101 4,078 3 0.07 493 9.07 0.3110
2020-05-13 2020-03-31 13F International Business Mach COM 459200101 4,075 219 5.68 452 -12.57 0.3380
2020-01-24 2019-12-31 13F International Business Mach COM 459200101 3,856 -166 -4.13 517 -11.62 0.2647
2019-10-15 2019-09-30 13F International Business Mach COM 459200101 4,022 99 2.52 585 8.13 0.3247
2019-08-06 2019-06-30 13F International Business Mach COM 459200101 3,923 1,419 56.67 541 53.26 0.2881
2019-05-14 2019-03-31 13F International Business Mach COM 459200101 2,504 1,490 146.94 353 206.96 0.1911
2019-02-13 2018-12-31 13F International Business Mach COM 459200101 1,014 138 15.75 115 -12.88 0.0682
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 876 1 0.11 132 8.20 0.0636
2018-08-03 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 875 25 2.94 122 -6.15 0.0610
2018-05-04 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 850 0 0.00 130 0.00 0.0685
2018-02-02 2017-12-31 13F International Business Machines COM 459200101 850 -62 -6.80 130 -1.52 0.0652
2017-11-14 2017-09-30 13F International Business Machine COM 459200101 912 0 0.00 132 -5.71 0.0676
2017-08-04 2017-06-30 13F International Business Machine COM 459200101 912 62 7.29 140 -5.41 0.0743
2017-05-05 2017-03-31 13F International Business Machines COM 459200101 850 0 0.00 148 4.96 0.0855
2017-02-03 2016-12-31 13F International Business Machine COM 459200101 850 0 0.00 141 4.44 0.0826
2016-10-14 2016-09-30 13F International Business Machine COM 459200101 850 850 0.00 135 0.0830
2016-04-19 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -3,752 -100.00 0 -100.00
2016-01-19 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,752 -2,242 -37.40 516 -40.62 0.3950
2015-10-19 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,994 -311 -4.93 869 -15.30 0.7920
2015-07-23 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,305 0 0.00 1,026 1.38 0.8360
2015-04-16 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,305 -153 -2.37 1,012 -2.32 0.8359
2015-01-14 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,458 -812 -11.17 1,036 -24.93 0.8388
2014-10-22 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,270 0 0.00 1,380 4.70 1.1247
2014-07-23 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,270 0 0.00 1,318 -5.79 0.9928
2014-04-14 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,270 0 0.00 1,399 2.57 1.0961
2014-01-29 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,270 7,270 1,364 1.0593
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.