International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWaters Parkerson & Co., Llc
Latest Disclosed Ownership60,766 shares
Latest Disclosed Value $ 14,729,117
Waters Parkerson & Co., Llc reports 1.65% decrease in ownership of IBM / International Business Machines Corporation

On April 29, 2026 - Waters Parkerson & Co., Llc filed a 13F-HR form disclosing ownership of 60,766 shares of International Business Machines Corporation (MX:IBM) valued at $14,729,117 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 61,786 shares of International Business Machines Corporation. This represents a change in shares of -1.65% 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 INTERNATIONAL BUSINESS MACHS COM 459200101 60,766 -1,020 -1.65 14,729 -19.52 0.7572
2026-02-12 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 61,786 -1,873 -2.94 18,302 1.89 0.8991
2025-10-28 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 63,659 24 0.04 17,962 -4.24 0.8756
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 63,635 -55 -0.09 18,758 18.44 0.9358
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 63,690 115 0.18 15,837 13.32 0.8450
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 63,575 -345 -0.54 13,976 99,721.43 0.7364
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 63,920 -3,147 -4.69 14 27.27 0.7168
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 67,067 -321 -0.48 12 -8.33 0.6174
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 67,388 1,012 1.52 13 20.00 0.6608
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 66,376 -744 -1.11 11 11.11 0.6012
2023-11-09 2023-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 67,120 1,408 2.14 9 12.50 0.5635
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 65,712 -2,079 -3.07 9 0.00 0.4970
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 67,791 -620 -0.91 9 -11.11 0.5248
2023-02-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 68,411 -1,155 -1.66 10 -99.89 0.5798
2022-11-07 2022-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 69,566 -3,361 -4.61 8,265 -19.73 0.5536
2022-08-01 2022-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 72,927 5,212 7.70 10,297 16.96 0.6502
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 67,715 -1,353 -1.96 8,804 -4.64 0.4910
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 69,068 -10,540 -13.24 9,232 -16.53 0.4875
2021-11-04 2021-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 79,608 -699 -0.87 11,060 -6.05 0.6369
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 80,307 1,721 2.19 11,772 12.41 0.6805
2021-05-12 2021-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 78,586 -2,078 -2.58 10,472 3.13 0.6462
2021-02-10 2020-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 80,664 9,011 12.58 10,154 16.47 0.6783
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 71,653 6,950 10.74 8,718 11.57 0.6550
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 64,703 9,361 16.91 7,814 27.28 0.6339
2020-05-11 2020-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 55,342 1,882 3.52 6,139 -14.33 0.5962
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 53,460 1,200 2.30 7,166 -5.71 0.5367
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 52,260 1,143 2.24 7,600 7.82 0.6127
2019-08-06 2019-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 51,117 306 0.60 7,049 -1.67 0.5712
2019-05-13 2019-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 50,811 1,280 2.58 7,169 27.34 0.6022
2019-02-12 2018-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 49,531 -5,897 -10.64 5,630 -32.82 0.5433
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 55,428 -1,844 -3.22 8,381 4.75 0.6842
2018-08-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 57,272 -328 -0.57 8,001 -9.47 0.6878
2018-05-08 2018-03-31 13F IBM Com 459200101 57,600 5,577 10.72 8,838 10.74 0.7752
2018-02-09 2017-12-31 13F IBM Com 459200101 52,023 356 0.69 7,981 6.47 0.6716
2017-11-13 2017-09-30 13F IBM Com 459200101 51,667 23 0.04 7,496 -5.64 0.6614
2017-08-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 51,644 2,747 5.62 7,944 -6.71 0.7350
2017-05-12 2017-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 48,897 2,005 4.28 8,515 9.39 0.8057
2017-02-15 2016-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 46,892 5,146 12.33 7,784 17.39 0.7847
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 41,746 2,687 6.88 6,631 11.86 0.6790
2016-08-10 2016-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 39,059 -1,509 -3.72 5,928 -3.52 0.6350
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 40,568 -916 -2.21 6,144 7.62 0.6786
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 41,484 -930 -2.19 5,709 -7.16 0.6542
2015-11-16 2015-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 42,414 570 1.36 6,149 -9.65 0.7829
2015-08-13 2015-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 41,844 -555 -1.31 6,806 0.01 0.7982
2015-05-11 2015-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 42,399 109 0.26 6,805 0.29 0.7971
2015-02-13 2014-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 42,290 -75,506 -64.10 6,785 -69.66 0.8040
2014-11-13 2014-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 117,796 -413 -0.35 22,361 4.35 2.6805
2014-08-12 2014-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 118,209 107 0.09 21,428 -5.74 2.5639
2014-05-08 2014-03-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 118,102 -829 -0.70 22,733 1.91 2.8091
2014-02-07 2013-12-31 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 118,931 2,054 1.76 22,308 3.07 2.7341
2013-11-15 2013-09-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 116,877 2,602 2.28 21,643 -0.90 2.9133
2013-11-18 2013-06-30 13F INTERNATIONAL BUSINESS MACHS C Com 459200101 114,275 114,275 21,839 3.1759
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.