International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWindsor Capital Management, LLC
Latest Disclosed Ownership1,754 shares
Latest Disclosed Value $ 425,144
Windsor Capital Management, LLC reports 0.11% increase in ownership of IBM / International Business Machines Corporation

On April 10, 2026 - Windsor Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,754 shares of International Business Machines Corporation (MX:IBM) valued at $425,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,752 shares of International Business Machines Corporation. This represents a change in shares of 0.11% 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)
2026-04-10 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,754 2 0.11 425 -17.95 0.1198
2026-01-15 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,752 -23 -1.30 519 3.39 0.1432
2025-10-06 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,775 -454 -20.37 501 -23.74 0.1383
2025-07-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,229 -18 -0.80 657 17.74 0.1916
2025-05-02 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,247 -39 -1.71 559 11.16 0.1715
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,286 -262 -10.28 503 -10.83 0.1491
2024-10-23 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,548 -23 -0.89 563 26.80 0.1635
2024-07-26 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,571 -79 -2.98 445 -12.08 0.1376
2024-04-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,650 -26 -0.97 506 15.56 0.1569
2024-01-09 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,676 152 6.02 438 23.45 0.1432
2023-10-04 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,524 0 0.00 354 5.04 0.1226
2023-07-13 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,524 9 0.36 338 2.43 0.1118
2023-04-10 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,515 10 0.40 330 -6.53 0.1134
2023-01-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,505 9 0.36 353 18.92 0.1285
2022-11-03 2022-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,496 -80 -3.11 296 -18.46 0.1107
2022-07-14 2022-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,576 114 4.63 363 13.44 0.1294
2022-05-04 2022-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,462 535 27.76 320 24.51 0.0996
2022-02-07 2021-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,927 -104 -5.12 257 -8.87 0.0775
2021-11-12 2021-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,031 -184 -8.31 282 -12.96 0.0904
2021-08-12 2021-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,215 7 0.32 324 10.20 0.1071
2021-05-14 2021-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,208 -95 -4.13 294 1.38 0.1018
2021-02-08 2020-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,303 -1,190 -34.07 290 -31.76 0.1083
2020-10-09 2020-09-30 13F INTL BUSINESS MACHINES COM 459200101 3,493 759 27.76 425 28.79 0.1776
2020-07-16 2020-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,734 67 2.51 330 11.86 0.1422
2020-04-22 2020-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,667 -82 -2.98 295 -19.84 0.1493
2020-02-12 2019-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,749 47 1.74 368 -6.36 0.1548
2019-11-08 2019-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,702 57 2.16 393 7.97 0.1754
2019-08-02 2019-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,645 125 4.96 364 2.54 0.1673
2019-05-02 2019-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,520 110 4.56 355 30.04 0.1676
2019-02-05 2018-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,410 -7 -0.29 273 -25.21 0.1412
2018-11-09 2018-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,417 48 2.03 365 10.27 0.1648
2018-08-02 2018-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,369 -261 -9.92 331 -17.87 0.1543
2018-05-01 2018-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,630 333 14.50 403 14.49 0.1900
2018-01-24 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 2,297 -974 -29.78 352 -30.02 0.1640
2017-10-17 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 3,271 0 0.00 503 0.00 0.2542
2017-08-08 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 3,271 -155 -4.52 503 -15.60 0.2528
2017-05-09 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 3,426 -1,145 -25.05 596 -21.37 0.3086
2017-02-10 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 4,571 510 12.56 758 17.52 0.4092
2016-11-09 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 4,061 44 1.10 645 5.91 0.3530
2016-08-09 2016-06-30 13F INTL BUSINESS MACHINES COM 459200101 4,017 874 27.81 609 27.94 0.3555
2016-05-11 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 3,143 277 9.67 476 20.81 0.2958
2016-02-01 2015-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,866 -201 -6.55 394 -11.26 0.2455
2015-10-15 2015-09-30 13F INTL BUSINESS MACHINES COM 459200101 3,067 -1,380 -31.03 444 -38.59 0.2615
2015-07-14 2015-06-30 13F INTL BUSINESS MACHINES COM 459200101 4,447 1,923 76.19 723 78.52 0.4200
2015-04-09 2015-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,524 485 23.79 405 23.85 0.2340
2015-01-08 2014-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,039 53 2.67 327 -13.26 0.1839
2014-10-17 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,986 -296 -12.97 377 -8.94 0.2141
2014-07-08 2014-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,282 267 13.25 414 6.70 0.2319
2014-04-30 2014-03-31 13F/A-1 INTL BUSINESS MACHINES COM 459200101 2,015 422 26.49 388 29.77 0.2308
2014-04-28 2014-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,015 388,013
2014-01-10 2013-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,593 -178 -10.05 299 -8.84 0.1754
2013-10-16 2013-09-30 13F INTL BUSINESS MACHINES COM COM 459200101 1,771 358 25.34 328 21.48 0.1899
2013-07-17 2013-06-30 13F INTL BUSINESS MACHINES COM COM 459200101 1,413 1,413 270 0.1620
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.