International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership11,714 shares
Latest Disclosed Value $ 2,950,345
SevenBridge Financial Group, LLC reports 2.03% decrease in ownership of IBM / International Business Machines Corporation

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 11,714 shares of International Business Machines Corporation (MX:IBM) valued at $2,950,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,957 shares of International Business Machines Corporation. This represents a change in shares of -2.03% 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)
2026-04-23 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,714 -243 -2.03 2,950 -16.74 0.4612
2026-02-02 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,957 -551 -4.41 3,543 -10.05 0.5698
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,508 -2,102 -14.39 3,940 14.84 0.6495
2025-09-04 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,610 -1,286 -8.09 3,430 -14.93 0.6047
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,896 -2,985 -15.81 4,033 -16.14 0.7934
2025-02-12 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,881 1,320 7.52 4,809 28.21 0.9097
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,561 585 3.45 3,750 18.26 0.7225
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,976 175 1.04 3,171 13.90 0.7013
2024-05-10 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,801 88 0.53 2,784 1.87 0.6308
2024-01-22 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,713 704 4.40 2,733 21.68 0.6457
2023-10-25 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,009 1,420 9.73 2,246 15.06 0.5804
2023-07-26 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,589 322 2.26 1,952 4.39 0.5040
2023-04-20 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,267 615 4.50 1,870 -2.76 0.5155
2023-01-26 2022-12-31 13F International Business Machines COM 459200101 13,652 -4,901 -26.42 1,923 -12.75 0.5624
2022-10-17 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,553 11,681 169.98 2,204 127.22 0.7468
2022-07-12 2022-06-30 13F International Business Machines Equities 459200101 6,872 -348 -4.82 970 3.30 0.3922
2022-04-15 2022-03-31 13F International Business Machines COM 459200101 7,220 -3,827 -34.64 939 -36.43 0.3297
2022-01-20 2021-12-31 13F/A-1 International Business Machines COM 459200101 11,047 -109 -0.98 1,477 -4.71 0.4466
2022-01-20 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,115 -9,041 283 0.1676
2021-10-14 2021-09-30 13F International Business Machines Equities 459200101 11,156 -180 -1.59 1,550 -6.74 0.5167
2021-07-26 2021-06-30 13F International Business Machines Equities 459200101 11,336 1,402 14.11 1,662 25.53 0.5418
2021-04-20 2021-03-31 13F International Business Machines Equities 459200101 9,934 517 5.49 1,324 11.73 0.4817
2021-01-19 2020-12-31 13F International Business Machines Equities 459200101 9,417 354 3.91 1,185 7.43 0.4632
2020-10-22 2020-09-30 13F International Business Machines Equities 459200101 9,063 -561 -5.83 1,103 -5.08 0.5020
2020-07-24 2020-06-30 13F International Business Machines Equities 459200101 9,624 -535 -5.27 1,162 3.11 0.5771
2020-04-16 2020-03-31 13F International Business Machines Equities 459200101 10,159 -435 -4.11 1,127 -20.63 0.6523
2020-01-17 2019-12-31 13F International Business Machines Equities 459200101 10,594 5,588 111.63 1,420 95.05 0.3710
2019-10-09 2019-09-30 13F International Business Machines Equities 459200101 5,006 644 14.76 728 20.93 0.3828
2019-07-15 2019-06-30 13F International Business Machines Equities 459200101 4,362 929 27.06 602 24.38 0.2156
2019-05-14 2019-03-31 13F International Business Machines Equities 459200101 3,433 132 4.00 484 29.07 0.1816
2019-02-14 2018-12-31 13F International Business Machines Equities 459200101 3,301 -13,379 -80.21 375 -85.13 0.2295
2018-11-14 2018-09-30 13F International Business Machines Equities 459200101 16,680 -385 -2.26 2,522 5.79 1.3405
2018-08-14 2018-06-30 13F International Business Machines Equities 459200101 17,065 296 1.77 2,384 -7.35 1.3279
2018-05-11 2018-03-31 13F International Business Machines Equities 459200101 16,769 3,928 30.59 2,573 30.61 1.4763
2018-02-16 2017-12-31 13F International Business Machines Equities 459200101 12,841 9,753 315.84 1,970 339.73 1.0896
2017-11-13 2017-09-30 13F International Business Machines Equities 459200101 3,088 -495 -13.82 448 -18.69 0.2567
2017-08-14 2017-06-30 13F International Business Machines Common Stock 459200101 3,583 80 2.28 551 -8.62 0.3364
2017-05-15 2017-03-31 13F International Business Machines CS 459200101 3,503 -676 -16.18 603 -6.07 0.3961
2017-02-03 2016-12-31 13F International Business Machines CS 459200101 4,179 0 0.00 642 0.00 0.4662
2016-12-20 2016-09-30 13F/A-1 International Business Machines CS 459200101 4,179 566 15.67 642 17.15 0.4677
2016-11-28 2016-09-30 13F International Business Machines CS 459200101 4,179 642
2016-08-15 2016-06-30 13F International Business Machines CS 459200101 3,613 3,613 548 0.3840
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.