International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership7,003 shares
Latest Disclosed Value $ 1,697,484
West Branch Capital LLC reports 0.71% decrease in ownership of IBM / International Business Machines Corporation

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 7,003 shares of International Business Machines Corporation (MX:IBM) valued at $1,697,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 7,053 shares of International Business Machines Corporation. This represents a change in shares of -0.71% 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)
2026-04-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,003 -50 -0.71 1,697 -18.76 0.4545
2026-01-16 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,053 528 8.09 2,089 13.47 0.5383
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,525 1,112 20.54 1,841 15.42 0.4831
2025-07-16 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,413 987 22.30 1,596 45.00 0.4719
2025-04-16 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,426 2,121 92.02 1,101 117.39 0.3672
2025-01-17 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,305 1,390 151.91 507 150.50 0.1617
2024-10-18 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 915 195 27.08 202 62.90 0.0699
2024-07-26 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 720 150 26.32 125 14.81 0.0463
2024-04-24 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 570 -107 -15.81 109 -1.82 0.0439
2024-01-19 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 677 30 4.64 111 22.22 0.0521
2023-10-20 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 647 0 0.00 91 4.65 0.0476
2023-08-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 647 -252 -28.03 87 -26.50 0.0432
2023-04-20 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 899 519 136.58 118 120.75 0.0657
2023-01-27 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 380 10 2.70 54 20.45 0.0331
2022-10-19 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 370 0 0.00 44 -15.38 0.0273
2022-07-28 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 370 41 12.46 52 20.93 0.0301
2022-05-03 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 329 -99 -23.13 43 -24.56 0.0205
2022-01-24 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 428 -17 -3.82 57 -8.06 0.0243
2021-11-09 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 445 0 0.00 62 -4.62 0.0298
2021-08-17 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 445 445 65 0.0319
2020-01-07 2019-12-31 13F Intl Business Machines COM 459200101 0 -9,903 -100.00 0 -100.00
2019-10-23 2019-09-30 13F Intl Business Machines COM 459200101 9,903 4,462 82.01 1,440 92.00 1.0666
2019-08-05 2019-06-30 13F Intl Business Machines COM 459200101 5,441 1,821 50.30 750 46.77 0.6188
2019-04-30 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,620 3,620 -33.47 511 -31.87 0.4574
2018-08-02 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -6,687 -100.00 0 -100.00
2018-05-02 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,687 6,687 1,026 1.1263
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.