International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionStrategic Advisors LLC
Latest Disclosed Ownership9,992 shares
Latest Disclosed Value $ 2,422,068
Strategic Advisors LLC reports 7.05% increase in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Strategic Advisors LLC filed a 13F-HR form disclosing ownership of 9,992 shares of International Business Machines Corporation (MX:IBM) valued at $2,422,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,334 shares of International Business Machines Corporation. This represents a change in shares of 7.05% 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 9,992 658 7.05 2,422 -12.41 0.4022
2026-02-10 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,334 548 6.24 2,765 11.54 0.4331
2025-11-03 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,786 408 4.87 2,479 0.41 0.3981
2025-08-12 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,378 -744 -8.16 2,470 8.86 0.4857
2025-04-17 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,122 1,398 18.10 2,268 33.57 0.4371
2025-01-31 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,724 -11,738 -60.31 1,698 -60.53 0.3067
2024-10-09 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,462 65 0.34 4,303 28.26 0.8026
2024-07-11 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,397 -167 -0.85 3,355 -10.20 0.6509
2024-04-22 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,564 -3,751 -16.09 3,736 -2.05 0.7368
2024-01-19 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,315 2,138 10.10 3,813 28.34 0.7217
2023-10-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,177 400 1.93 2,971 6.87 0.5858
2023-07-31 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,777 0 0.00 2,780 2.09 0.5296
2023-04-27 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,777 5,803 38.75 2,724 29.11 0.5515
2023-01-23 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,974 496 3.43 2,110 22.62 0.4699
2022-11-10 2022-09-30 13F Intl Business Machines COM 459200101 14,478 312 2.20 1,720 -14.00 0.3814
2022-08-03 2022-06-30 13F Intl Business Machines COM 459200101 14,166 2,163 18.02 2,000 28.21 0.4182
2022-05-10 2022-03-31 13F Intl Business Machines COM 459200101 12,003 479 4.16 1,560 1.30 0.2708
2022-01-21 2021-12-31 13F Intl Business Machines COM 459200101 11,524 11,524 1,540 0.2191
2020-08-12 2020-06-30 13F Intl Business Machines COM 459200101 0 -2,627 -100.00 0 -100.00
2020-04-30 2020-03-31 13F Intl Business Machines COM 459200101 2,627 -87 -3.21 313 -14.01 0.1363
2020-02-05 2019-12-31 13F Intl Business Machines COM 459200101 2,714 13 0.48 364 -7.38 0.1268
2019-10-17 2019-09-30 13F Intl Business Machines COM 459200101 2,701 4 0.15 393 5.93 0.1474
2019-07-22 2019-06-30 13F Intl Business Machines COM 459200101 2,697 -19 -0.70 371 -3.13 0.1414
2019-04-15 2019-03-31 13F Ibm COM 459200101 2,716 11 0.41 383 24.76 0.1480
2019-01-24 2018-12-31 13F Ibm COM 459200101 2,705 645 31.31 307 -1.29 0.1340
2018-10-18 2018-09-30 13F Ibm COM 459200101 2,060 2 0.10 311 8.36 0.1138
2018-07-30 2018-06-30 13F Intl Business Machines COM 459200101 2,058 -224 -9.82 287 -18.00 0.1152
2018-04-19 2018-03-31 13F Intl Business Machines COM 459200101 2,282 320 16.31 350 16.28 0.1449
2018-01-16 2017-12-31 13F Intl Business Machines COM 459200101 1,962 -107 -5.17 301 0.33 0.1230
2017-11-13 2017-09-30 13F Ibm COM 459200101 2,069 -498 -19.40 300 -24.05 0.1301
2017-08-10 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,567 -2,565 -49.98 395 -55.82 0.1805
2017-05-03 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,132 2 0.04 894 4.93 0.4222
2017-02-06 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,130 1 0.02 852 4.54 0.4471
2016-10-24 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,129 52 1.02 815 5.71 0.4566
2016-07-19 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,077 9 0.18 771 0.39 0.4448
2016-05-06 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,068 -7,198 -58.68 768 -54.50 0.4370
2016-01-28 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,266 -793 -6.07 1,688 -10.83 1.1047
2015-11-04 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,059 -1,652 -11.23 1,893 -20.89 1.3131
2015-08-12 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,711 9,046 159.68 2,393 133.01 1.5259
2015-05-13 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,665 -8,633 -60.38 1,027 -55.23 0.6582
2015-01-20 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,298 8,753 157.85 2,294 117.85 1.4952
2014-11-14 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,545 -120 -2.12 1,053 2.53 0.6915
2014-08-14 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,665 -259 -4.37 1,027 -9.91 0.6568
2014-05-08 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,924 1 0.02 1,140 2.61 0.7647
2014-01-31 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,923 131 2.26 1,111 3.54 0.7557
2013-11-18 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,792 13 0.22 1,073 -2.90 0.8810
2013-08-14 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,779 5,779 1,105 0.9879
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.