International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionStamos Capital Partners, L.p.
Latest Disclosed Ownership15,805 shares
Latest Disclosed Value $ 3,830,974
Stamos Capital Partners, L.p. reports 772.24% increase in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Stamos Capital Partners, L.p. filed a 13F-HR form disclosing ownership of 15,805 shares of International Business Machines Corporation (MX:IBM) valued at $3,830,974 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,812 shares of International Business Machines Corporation. This represents a change in shares of 772.24% 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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,805 13,993 772.24 3,831 614.55 0.5989
2026-02-12 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,812 -281 -13.43 537 -9.15 0.0862
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,093 -1,120 -34.86 591 -37.70 0.1114
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,213 -226 -6.57 947 10.76 0.1699
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,439 -3,401 -49.72 855 -43.11 0.2237
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,840 60 0.88 1,504 0.33 0.3529
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,780 -1,840 -21.35 1,499 0.54 0.3527
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,620 2,220 34.69 1,491 21.93 0.3163
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,400 -1,280 -16.67 1,222 -2.71 0.2774
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,680 -15,410 -66.74 1,256 -61.22 0.3408
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,090 -1,050 -4.35 3,240 0.28 0.7217
2023-08-11 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,140 1,070 4.64 3,230 6.81 0.7555
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,070 4,040 21.23 3,024 12.79 0.7802
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,030 -7,710 -28.83 2,681 -15.61 0.8485
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,740 26,740 3,177 0.8079
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -17,580 -100.00 0 -100.00
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,580 0 0.00 2,442 -5.24 1.3658
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,580 -1,620 -8.44 2,577 0.70 1.3583
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,200 0 0.00 2,559 5.88 1.2918
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,200 -6,800 -26.15 2,417 -23.59 1.0308
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,000 13,500 108.00 3,163 109.47 1.1753
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,500 -9,818 -43.99 1,510 -39.01 0.8647
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,318 7,293 48.54 2,476 22.94 1.3038
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,025 7,025 87.81 2,014 73.17 1.6250
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,000 800 11.11 1,163 15.49 1.0340
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,200 -3,800 -34.55 1,007 -34.23 1.0073
2019-05-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,000 3,500 46.67 1,531 79.48 1.9621
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,500 7,500 853 0.6432
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.