International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionStaley Capital Advisers Inc
Latest Disclosed Ownership22,135 shares
Latest Disclosed Value $ 5,365,303
Staley Capital Advisers Inc ownership in IBM / International Business Machines Corporation

On April 29, 2026 - Staley Capital Advisers Inc filed a 13F-HR form disclosing ownership of 22,135 shares of International Business Machines Corporation (MX:IBM) valued at $5,365,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 22,135 shares of International Business Machines Corporation. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F IBM COM 459200101 22,135 0 0.00 5,365 -18.17 0.2271
2026-02-05 2025-12-31 13F IBM COM 459200101 22,135 0 0.00 6,557 4.98 0.2703
2025-11-12 2025-09-30 13F IBM COM 459200101 22,135 -1,000 -4.32 6,246 -8.42 0.2565
2025-08-14 2025-06-30 13F IBM COM 459200101 23,135 375 1.65 6,820 20.50 0.2900
2025-05-12 2025-03-31 13F IBM COM 459200101 22,760 -47 -0.21 5,660 12.89 0.2561
2025-02-07 2024-12-31 13F IBM COM 459200101 22,807 -300 -1.30 5,014 -1.86 0.2225
2024-11-08 2024-09-30 13F IBM COM 459200101 23,107 0 0.00 5,108 27.83 0.2283
2024-08-13 2024-06-30 13F IBM COM 459200101 23,107 -10 -0.04 3,996 -9.47 0.1838
2024-05-06 2024-03-31 13F IBM COM 459200101 23,117 -130 -0.56 4,414 16.10 0.2060
2024-02-12 2023-12-31 13F IBM COM 459200101 23,247 4,290 22.63 3,802 42.99 0.1892
2023-11-14 2023-09-30 13F IBM COM 459200101 18,957 260 1.39 2,660 6.32 0.1465
2023-08-15 2023-06-30 13F IBM COM 459200101 18,697 2,000 11.98 2,502 124,950.00 0.1347
2023-05-10 2023-03-31 13F IBM COM 459200101 16,697 1,630 10.82 2 0.00 0.1224
2023-02-14 2022-12-31 13F IBM COM 459200101 15,067 -30 -0.20 2 -99.89 0.1268
2022-11-14 2022-09-30 13F/A-1 IBM COM 459200101 15,097 200 1.34 1,794 -14.69 0.1146
2022-11-10 2022-09-30 13F IBM COM 459200101 15,097 200 1,794 0.1165
2022-08-05 2022-06-30 13F IBM COM 459200101 14,897 0 0.00 2,103 8.57 0.1244
2022-05-12 2022-03-31 13F INTL. BUS. MACHINES COM 459200101 14,897 13,196 775.78 1,937 753.30 0.0978
2022-02-08 2021-12-31 13F INTL. BUS. MACHINES COM 459200101 1,701 1 0.06 227 -3.81 0.0108
2021-11-05 2021-09-30 13F INTL. BUS. MACHINES COM 459200101 1,700 22 1.31 236 -4.07 0.0127
2021-08-10 2021-06-30 13F/A-1 INTL. BUS. MACHINES COM 459200101 1,678 131 8.47 246 19.42 0.0129
2021-08-09 2021-06-30 13F INTL. BUS. MACHINES COM 459200101 1,678 131 246 0.0129
2021-05-06 2021-03-31 13F INTL. BUS. MACHINES COM 459200101 1,547 1,547 206 0.0114
2020-08-18 2020-06-30 13F/A-1 INTL. BUS. MACHINES COM 459200101 0 -2,117 -100.00 0 -100.00
2020-05-08 2020-03-31 13F INTL. BUS. MACHINES COM 459200101 2,117 0 0.00 235 -17.25 0.0198
2020-02-04 2019-12-31 13F INTL. BUS. MACHINES COM 459200101 2,117 0 0.00 284 -7.79 0.0192
2019-11-08 2019-09-30 13F INTL. BUS. MACHINES COM 459200101 2,117 0 0.00 308 5.48 0.0231
2019-08-09 2019-06-30 13F INTL. BUS. MACHINES COM 459200101 2,117 2,117 292 0.0218
2019-05-10 2019-03-31 13F INTL. BUS. MACHINES COM 459200101 0 -1,942 -100.00 0 -100.00
2019-02-05 2018-12-31 13F INTL. BUS. MACHINES COM 459200101 1,942 -2,635 -57.57 221 -68.06 0.0179
2018-11-09 2018-09-30 13F INTL. BUS. MACHINES COM 459200101 4,577 50 1.10 692 9.49 0.0484
2018-08-08 2018-06-30 13F INTL. BUS. MACHINES COM 459200101 4,527 2,585 133.11 632 112.08 0.0485
2018-05-09 2018-03-31 13F INTL. BUS. MACHINES COM 459200101 1,942 75 4.02 298 4.20 0.0234
2018-02-12 2017-12-31 13F INTL. BUS. MACHINES COM 459200101 1,867 0 0.00 286 5.54 0.0222
2017-11-09 2017-09-30 13F INTL. BUS. MACHINES COM 459200101 1,867 0 0.00 271 -5.57 0.0221
2017-08-14 2017-06-30 13F INTL. BUS. MACHINES COM 459200101 1,867 -57 -2.96 287 -14.33 0.0245
2017-05-04 2017-03-31 13F INTL. BUS. MACHINES COM 459200101 1,924 0 0.00 335 5.02 0.0300
2017-01-30 2016-12-31 13F INTL. BUS. MACHINES COM 459200101 1,924 0 0.00 319 4.25 0.0306
2016-11-02 2016-09-30 13F INTL. BUS. MACHINES COM 459200101 1,924 27 1.42 306 6.25 0.0306
2016-08-04 2016-06-30 13F INTL. BUS. MACHINES COM 459200101 1,897 0 0.00 288 0.35 0.0302
2016-05-03 2016-03-31 13F INTL. BUS. MACHINES COM 459200101 1,897 1,897 0.00 287 0.0310
2015-05-11 2015-03-31 13F INTL. BUS. MACHINES COM 459200101 0 -1,247 -100.00 0 -100.00
2015-02-09 2014-12-31 13F INTL. BUS. MACHINES COM 459200101 1,247 -690 -35.62 200 -45.65 0.0232
2014-11-12 2014-09-30 13F INTL. BUS. MACHINES COM 459200101 1,937 140 7.79 368 12.88 0.0439
2014-08-12 2014-06-30 13F INTL. BUS. MACHINES COM 459200101 1,797 0 0.00 326 -5.78 0.0390
2014-05-07 2014-03-31 13F INTL. BUS. MACHINES COM 459200101 1,797 0 0.00 346 2.67 0.0439
2014-02-05 2013-12-31 13F INTL. BUS. MACHINES COM 459200101 1,797 -50 -2.71 337 -1.46 0.0459
2013-11-12 2013-09-30 13F INTL. BUS. MACHINES COM 459200101 1,847 550 42.41 342 37.90 0.0521
2013-08-12 2013-06-30 13F INTL. BUS. MACHINES COM 459200101 1,297 1,297 248 0.0401
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.