International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionZacks Investment Management
Latest Disclosed Ownership366,786 shares
Latest Disclosed Value $ 88,905,224
Zacks Investment Management reports 1.11% decrease in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Zacks Investment Management filed a 13F-HR form disclosing ownership of 366,786 shares of International Business Machines Corporation (MX:IBM) valued at $88,905,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 370,916 shares of International Business Machines Corporation. This represents a change in shares of -1.11% 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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 366,786 -4,130 -1.11 88,905 -19.08 0.4932
2026-02-17 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 370,916 1,033 0.28 109,869 5.27 0.8632
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 369,883 1,277 0.35 104,366 -3.95 0.8314
2025-08-12 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 368,606 2,726 0.75 108,658 19.43 0.9296
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 365,880 4,590 1.27 90,980 14.55 0.8494
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 361,290 -38,263 -9.58 79,422 -10.09 0.7353
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 399,553 116,668 41.24 88,333 80.55 0.7663
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 282,885 7,453 2.71 48,925 -6.98 0.5507
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 275,432 5,972 2.22 52,597 19.35 0.5609
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 269,460 -15,943 -5.59 44,070 10.06 0.5429
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 285,403 -2,969 -1.03 40,042 3.77 0.5186
2023-08-15 2023-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 288,372 3,345 1.17 38,587 3.27 0.4844
2023-08-15 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 264,546 35,399
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 285,027 7,298 2.63 37,364 -4.51 0.5008
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 277,729 12,926 4.88 39,129 24.37 0.5463
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 264,803 8,258 3.22 31,461 -13.14 0.5029
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 256,545 253,280 7,757.43 36,221 8,422.59 0.5526
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,265 -378 -10.38 425 -12.73 0.0059
2022-02-15 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,643 -326 -8.21 487 -11.62 0.0068
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,969 -50 -1.24 551 -6.45 0.0087
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,019 -533 -11.71 589 -2.97 0.0095
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,552 -127,657 -96.56 607 -96.35 0.0108
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 132,209 -9,762 -6.88 16,642 -3.65 0.3071
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 141,971 6,353 4.68 17,273 5.46 0.3500
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 135,618 -6,890 -4.83 16,378 3.61 0.3601
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 142,508 1,597 1.13 15,808 -16.31 0.3877
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 140,911 -3,703 -2.56 18,888 -10.19 0.3538
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 144,614 4,188 2.98 21,030 8.60 0.4214
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 140,426 2,513 1.82 19,365 -0.49 0.3973
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 137,913 11,139 8.79 19,460 35.05 0.4174
2019-02-14 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 126,774 -9,890 -7.24 14,410 -30.27 0.3475
2018-11-14 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 136,664 -96 -0.07 20,665 8.17 0.4313
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 136,760 2,672 1.99 19,105 -7.14 0.4157
2018-05-14 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 134,088 2,931 2.23 20,573 2.24 0.4569
2018-02-14 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 131,157 1,417 1.09 20,122 6.90 0.4387
2017-11-14 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 129,740 1,720 1.34 18,823 -4.42 0.4408
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 128,020 2,750 2.20 19,693 -9.73 0.4877
2017-05-15 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 125,270 9,939 8.62 21,815 13.95 0.5548
2017-02-13 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 115,331 1,887 1.66 19,144 6.23 0.5495
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 113,444 9,314 8.94 18,021 14.02 0.5098
2016-08-15 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 104,130 99,033 1,942.97 15,805 1,947.28 0.4820
2016-05-12 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,097 639 14.33 772 25.73 0.0245
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,458 161 3.75 614 -1.44 0.0201
2015-11-12 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,297 -252 -5.54 623 -15.81 0.0217
2015-08-12 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,549 -130 -2.78 740 -1.46 0.0235
2015-05-12 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,679 -5,790 -55.31 751 -55.30 0.0238
2015-02-13 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,469 -1,195 -10.25 1,680 -24.12 0.0545
2014-11-13 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,664 5 0.04 2,214 4.78 0.0771
2014-08-12 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,659 -196 -1.65 2,113 -7.41 0.0750
2014-05-13 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,855 -4,196 -26.14 2,282 -24.21 0.0845
2014-02-13 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,051 -61,213 -79.23 3,011 -78.96 0.1187
2013-11-14 2013-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 77,264 -8,220 -9.62 14,308 -12.42 0.6185
2013-11-13 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 76,918 14,308
2013-08-13 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 85,484 85,484 16,337 0.7498
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.