International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionTrilogy Capital Inc.
Latest Disclosed Ownership1,251 shares
Latest Disclosed Value $ 303,230
Trilogy Capital Inc. reports 2.88% increase in ownership of IBM / International Business Machines Corporation

On April 21, 2026 - Trilogy Capital Inc. filed a 13F-HR form disclosing ownership of 1,251 shares of International Business Machines Corporation (MX:IBM) valued at $303,230 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,216 shares of International Business Machines Corporation. This represents a change in shares of 2.88% 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)
2026-04-21 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,251 35 2.88 303 -15.83 0.0131
2026-01-22 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,216 171 16.36 360 22.45 0.0161
2025-10-24 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,045 311 42.37 295 36.11 0.0136
2025-07-18 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 734 -193 -20.82 216 -6.09 0.0105
2025-05-07 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 927 -48 -4.92 231 7.48 0.0121
2025-01-27 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 975 55 5.98 214 5.42 0.0110
2024-10-21 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 920 920 203 0.0103
2024-07-23 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -2,275 -100.00 0 -100.00
2024-04-17 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,275 2,275 434 0.0250
2023-04-17 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -15,536 -100.00 0 -100.00
2023-02-09 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,536 2,132 15.91 2,189 37.35 0.1553
2022-10-21 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,404 1,846 15.97 1,593 -2.39 0.1427
2022-07-20 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,558 2,049 21.55 1,632 32.04 0.1420
2022-04-08 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,509 1,832 23.86 1,236 20.47 0.0887
2022-01-18 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,677 443 6.12 1,026 2.09 0.0769
2021-10-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,234 -25 -0.34 1,005 -1.76 0.0765
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,259 2,043 39.17 1,023 47.19 0.0752
2021-04-12 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,216 509 10.81 695 17.40 0.0531
2021-02-05 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,707 19 0.41 592 3.86 0.0484
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,688 -277 -5.58 570 -9.09 0.0545
2020-07-22 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,965 228 4.81 627 5.03 0.0620
2020-04-28 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,737 -1,609 -25.35 597 -29.93 0.0661
2020-01-10 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,346 148 2.39 852 -3.84 0.0836
2019-10-07 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,198 250 4.20 886 6.11 0.0944
2019-07-11 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,948 1,178 24.70 835 24.07 0.0922
2019-04-17 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,770 698 17.14 673 45.36 0.0801
2019-01-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,072 -61 -1.48 463 -25.92 0.0623
2018-10-31 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,133 -415 -9.12 625 -1.57 0.0773
2018-08-17 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,548 169 3.86 635 -5.51 0.0854
2018-05-24 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,379 787 21.91 672 21.96 0.0974
2018-02-07 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,592 3,592 551 0.0896
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.