International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWindward Capital Management Co /ca
Latest Disclosed Ownership21,537 shares
Latest Disclosed Value $ 5,220,232
Windward Capital Management Co /ca reports 0.52% increase in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - Windward Capital Management Co /ca filed a 13F-HR form disclosing ownership of 21,537 shares of International Business Machines Corporation (MX:IBM) valued at $5,220,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 21,426 shares of International Business Machines Corporation. This represents a change in shares of 0.52% 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)
2026-05-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,537 111 0.52 5,220 -17.74 0.4251
2026-01-28 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,426 -1,474 -6.44 6,347 -1.78 0.5028
2025-10-30 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,900 -105 -0.46 6,461 -4.72 0.5153
2025-08-12 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,005 -561 -2.38 6,781 15.74 0.5754
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,566 -79 -0.33 5,860 12.74 0.5054
2025-01-27 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,645 -269 -1.12 5,198 -1.68 0.3974
2024-11-01 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,914 202 0.85 5,287 28.90 0.4034
2024-08-06 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,712 -547 -2.25 4,101 -11.46 0.3452
2024-09-20 2024-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 24,259 -292 -1.19 4,632 115,700.00 0.3866
2024-05-07 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,259 -292 4,632 0.3866
2024-10-03 2023-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 24,551 42 0.17 4 33.33 0.3481
2024-01-16 2023-12-31 13F IBM COM 459200101 24,551 42 4 0.3433
2024-10-03 2023-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 24,509 -64 -0.26 3 0.00 0.3367
2023-10-20 2023-09-30 13F IBM COM 459200101 24,509 -64 3 0.3321
2023-07-18 2023-06-30 13F IBM COM 459200101 24,573 -14 -0.06 3 0.00 0.2969
2023-04-24 2023-03-31 13F IBM COM 459200101 24,587 84 0.34 3 0.00 0.2971
2023-01-06 2022-12-31 13F IBM COM 459200101 24,503 -89 -0.36 3 -99.90 0.3745
2022-10-14 2022-09-30 13F IBM COM 459200101 24,592 244 1.00 2,922 -15.01 0.3304
2022-07-08 2022-06-30 13F IBM COM 459200101 24,348 150 0.62 3,438 9.28 0.3700
2022-04-20 2022-03-31 13F IBM COM 459200101 24,198 4,248 21.29 3,146 17.96 0.2807
2022-01-14 2021-12-31 13F IBM COM 459200101 19,950 260 1.32 2,667 -2.52 0.2209
2021-10-12 2021-09-30 13F IBM COM 459200101 19,690 77 0.39 2,736 -4.83 0.2536
2021-07-19 2021-06-30 13F IBM COM 459200101 19,613 142 0.73 2,875 10.79 0.2672
2021-04-15 2021-03-31 13F IBM COM 459200101 19,471 -91 -0.47 2,595 5.40 0.2595
2021-01-21 2020-12-31 13F IBM COM 459200101 19,562 -37 -0.19 2,462 3.23 0.2480
2020-10-13 2020-09-30 13F IBM COM 459200101 19,599 136 0.70 2,385 1.45 0.2409
2020-07-20 2020-06-30 13F IBM COM 459200101 19,463 -422 -2.12 2,351 6.57 0.2663
2020-04-14 2020-03-31 13F IBM COM 459200101 19,885 -1,886 -8.66 2,206 -24.40 0.2954
2020-01-14 2019-12-31 13F IBM COM 459200101 21,771 3,515 19.25 2,918 9.91 0.3116
2019-10-11 2019-09-30 13F INTERNATIONAL BUS MACH CORP COM 459200101 18,256 1,915 11.72 2,655 17.84 0.3175
2019-07-11 2019-06-30 13F INTERNATIONAL BUS MACH CORP COM 459200101 16,341 152 0.94 2,253 -1.36 0.2808
2019-04-12 2019-03-31 13F INTERNATIONAL BUS MACHCORP COM COM 459200101 16,189 1,755 12.16 2,284 39.18 0.2920
2019-01-15 2018-12-31 13F INTL BUSINESS MACH COM 459200101 14,434 646 4.69 1,641 -21.29 0.2365
2018-10-10 2018-09-30 13F INTL BUSINESS MACH COM 459200101 13,788 309 2.29 2,085 10.73 0.2592
2018-07-12 2018-06-30 13F INTL BUSINESS MACH COM 459200101 13,479 168 1.26 1,883 -7.79 0.2658
2018-04-12 2018-03-31 13F INTL BUSINESS MACH COM 459200101 13,311 -9,273 -41.06 2,042 -53.03 0.2975
2014-04-23 2014-03-31 13F IBM COM 459200101 22,584 -298 -1.30 4,347 1.28 1.5800
2014-01-22 2013-12-31 13F IBM COM 459200101 22,882 -493 -2.11 4,292 -0.85 1.4892
2013-10-25 2013-09-30 13F/A-1 IBM COM 459200101 23,375 -25,931 -52.59 4,329 -54.06 1.6958
2013-10-23 2013-09-30 13F IBM COM 459200101 23,243 4,329
2013-07-26 2013-06-30 13F IBM COM 459200101 49,306 49,306 9,423 3.5715
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.