International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionShufro Rose & Co Llc
Latest Disclosed Ownership73,874 shares
Latest Disclosed Value $ 17,906,207
Shufro Rose & Co Llc reports 2.63% increase in ownership of IBM / International Business Machines Corporation

On May 15, 2026 - Shufro Rose & Co Llc filed a 13F-HR form disclosing ownership of 73,874 shares of International Business Machines Corporation (MX:IBM) valued at $17,906,207 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 71,979 shares of International Business Machines Corporation. This represents a change in shares of 2.63% 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)
2026-05-15 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 73,874 1,895 2.63 17,906 -16.02 1.1294
2026-02-09 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 71,979 1,633 2.32 21,321 21.40 1.4422
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 70,346 -694 -0.98 17,562 -0.58 1.4340
2025-08-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 71,040 -1,507 -2.08 17,665 -2.08 1.4198
2025-05-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 72,547 -621 -0.85 18,039 12.15 1.4247
2025-02-25 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 73,168 -144 -0.20 16,085 26.86 1.2433
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 73,312 0 0.00 12,679 0.00 1.0290
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 73,312 11,475 18.56 12,679 7.38 1.0290
2024-05-08 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 61,837 52,467 559.95 11,808 798.63 0.9748
2024-02-05 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,370 0 0.00 1,315 0.00 0.1248
2023-10-26 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,370 -154 -1.62 1,315 3.14 0.1240
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,524 -4,269 -30.95 1,274 -29.54 0.1164
2023-04-20 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,793 -565 -3.94 1,808 -10.58 0.1673
2023-01-25 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,358 0 0.00 2,023 18.52 0.1707
2022-10-24 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,358 301 2.14 1,706 -14.06 0.1704
2022-07-22 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,057 1,420 11.24 1,985 20.82 0.1720
2022-05-09 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,637 337 2.74 1,643 -0.06 0.1267
2022-01-27 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,300 -235 -1.87 1,644 -5.57 0.1188
2021-11-05 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,535 -716 -5.40 1,741 -10.35 0.1363
2021-07-28 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,251 -134 -1.00 1,942 8.86 0.1462
2021-04-28 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,385 17 0.13 1,784 6.00 0.1415
2021-02-03 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,368 -1,938 -12.66 1,683 -9.61 0.1411
2020-10-27 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,306 2,057 15.53 1,862 16.38 0.1792
2020-08-06 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,249 -169 -1.26 1,600 7.53 0.1579
2020-04-22 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,418 -865 -6.06 1,488 -22.26 0.1775
2020-01-28 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,283 1,325 10.23 1,914 1.59 0.1726
2019-10-30 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,958 373 2.96 1,884 8.59 0.1864
2019-07-24 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,585 17 0.14 1,735 -2.14 0.1689
2019-05-03 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,568 -1,782 -12.42 1,773 8.71 0.1775
2019-02-01 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,350 -1,190 -7.66 1,631 -30.60 0.1802
2018-10-26 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,540 -420 -2.63 2,350 5.38 0.2181
2018-07-27 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,960 -297 -1.83 2,230 -10.59 0.2131
2018-05-04 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,257 283 1.77 2,494 1.75 0.2461
2018-02-05 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,974 -3,287 -17.07 2,451 -12.28 0.2413
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,261 100 0.52 2,794 -5.22 0.2809
2017-08-03 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,161 -125 -0.65 2,948 -12.21 0.3149
2017-05-09 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,286 303 1.60 3,358 6.57 0.3627
2017-02-08 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,983 2,232 13.32 3,151 18.41 0.3518
2016-11-09 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,751 -548 -3.17 2,661 1.33 0.2974
2016-08-05 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,299 -600 -3.35 2,626 -3.14 0.2904
2016-05-26 2016-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 17,899 288 1.64 2,711 11.89 0.3029
2016-05-11 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,483 2,951
2016-01-15 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,611 0 0.00 2,423 -5.09 0.2786
2015-10-23 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,611 175 1.00 2,553 -9.98 0.3067
2015-07-30 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,436 -70 -0.40 2,836 0.96 0.3013
2015-04-21 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,506 17,506 0.00 2,809 0.2889
2015-02-05 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -17,499 -100.00 0 -100.00
2014-10-14 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,499 -65 -0.37 3,321 4.34 0.3445
2014-07-31 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,564 -784 -4.27 3,183 -9.86 0.3267
2014-06-24 2014-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 18,348 -10 -0.05 3,531 2.56 0.3699
2014-04-16 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,348 3,531
2014-06-24 2013-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 18,358 -437 -2.33 3,443 -1.06 0.3635
2014-02-04 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,358 3,443
2013-11-12 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,795 -100 -0.53 3,480 -3.63 0.3957
2013-08-14 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,895 -2,268 -10.72 3,611 -17.74 0.4291
2014-06-24 2012-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 21,163 21,163 4,390 0.5714
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.