International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionDonoghue Forlines LLC
Latest Disclosed Ownership6,691 shares
Latest Disclosed Value $ 1,621,831
Donoghue Forlines LLC reports 20.02% decrease in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - Donoghue Forlines LLC filed a 13F-HR form disclosing ownership of 6,691 shares of International Business Machines Corporation (MX:IBM) valued at $1,621,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,366 shares of International Business Machines Corporation. This represents a change in shares of -20.02% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,691 -1,675 -20.02 1,622 -34.58 0.4488
2026-02-05 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,366 8,366 2,478 0.7663
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -9,021 -100.00 0 -100.00
2025-05-12 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,021 2,345 35.13 2,243 52.90 0.7110
2025-01-17 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,676 -11,938 -64.13 1,468 -64.35 0.4908
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,614 947 5.36 4,115 34.70 1.1731
2024-08-06 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,667 876 5.22 3,056 -4.71 0.8682
2024-05-07 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,791 9,149 119.72 3,206 156.69 0.9134
2024-02-07 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,642 -1,733 -18.49 1,250 -5.02 0.3915
2023-11-06 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,375 1,625 20.97 1,315 26.81 0.4681
2023-08-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,750 1,203 18.37 1,037 20.86 0.3243
2023-05-08 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,547 -3,080 -31.99 858 -36.73 0.3091
2023-02-08 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,627 2,158 28.89 1,356 52.87 0.4797
2022-11-07 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,469 -6,554 -46.74 887 -55.20 0.3201
2022-08-08 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,023 -8,509 -37.76 1,980 -32.42 0.5177
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,532 3,014 15.44 2,930 12.30 0.6349
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,518 837 4.48 2,609 0.54 0.4410
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,681 91 0.49 2,595 -4.77 0.5025
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,590 -1,809 -8.87 2,725 0.26 0.5092
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,399 9,850 93.37 2,718 104.67 0.5277
2021-02-09 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,549 10,549 1,328 0.2566
2019-01-24 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -90,585 -100.00 0 -100.00
2018-10-26 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 90,585 -21,066 -18.87 13,697 -12.19 1.0684
2018-07-26 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 111,651 -676 -0.60 15,598 -9.49 1.2888
2018-05-03 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 112,327 -2,960 -2.57 17,234 -2.56 1.4949
2018-02-13 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 115,287 1,861 1.64 17,687 7.48 1.3395
2017-11-14 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 113,426 9,488 9.13 16,456 2.92 1.7343
2017-09-12 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 103,938 103,938 15,989 1.8143
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.