International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionBrookstone Capital Management
Latest Disclosed Ownership23,776 shares
Latest Disclosed Value $ 5,762,994
Brookstone Capital Management reports 31.13% increase in ownership of IBM / International Business Machines Corporation

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 23,776 shares of International Business Machines Corporation (MX:IBM) valued at $5,762,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 18,131 shares of International Business Machines Corporation. This represents a change in shares of 31.13% 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)
2026-04-16 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,776 5,645 31.13 5,763 7.30 0.0659
2026-01-15 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,131 -984 -5.15 5,371 -0.43 0.0614
2025-10-15 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,115 2,127 12.52 5,394 7.71 0.0644
2025-07-30 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,988 -807 -4.53 5,008 13.18 0.0657
2025-04-29 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,795 1,506 9.25 4,425 23.58 0.0634
2025-01-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,289 -259 -1.57 3,581 -2.13 0.0521
2024-10-08 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,548 210 1.29 3,658 19.46 0.0539
2024-07-18 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,338 -1,849 -10.17 3,062 -11.81 0.0508
2024-04-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,187 289 1.61 3,473 18.62 0.0621
2024-01-11 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,898 -936 -4.97 2,927 12.62 0.0569
2023-10-20 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,834 -100,213 -84.18 2,599 -83.47 0.0571
2023-07-11 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 119,047 2,890 2.49 15,724 5.90 0.3164
2023-04-19 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 116,157 8,442 7.84 14,847 -4.08 0.2890
2023-01-09 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 107,715 17,592 19.52 15,479 46.07 0.3133
2022-10-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 90,123 -4,564 -4.82 10,596 -20.34 0.2449
2022-07-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 94,687 36,684 63.25 13,301 81.46 0.2944
2022-04-12 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 58,003 9,091 18.59 7,330 11.14 0.1434
2022-01-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,912 341 0.70 6,595 -3.54 0.1136
2021-11-03 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 48,571 8,189 20.28 6,837 20.69 0.1231
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 40,382 9,900 32.48 5,665 39.46 0.1015
2021-04-16 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,482 -3,576 -10.50 4,062 -5.25 0.1557
2021-01-13 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,058 2,077 6.49 4,287 10.18 0.1704
2020-10-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,981 4,646 17.00 3,891 17.87 0.1798
2020-07-21 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,335 15,724 135.42 3,301 156.29 0.2057
2020-04-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,611 -21,199 -64.61 1,288 -70.71 0.0741
2020-01-29 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,810 8,268 33.69 4,398 23.23 0.2233
2019-10-18 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,542 3,580 17.08 3,569 23.45 0.1938
2019-07-25 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,962 3,494 20.00 2,891 17.28 0.1671
2019-04-18 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,468 9,464 118.24 2,465 170.88 0.1600
2019-02-05 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,004 -29,623 -78.73 910 -84.01 0.0691
2018-11-05 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,627 -2,701 -6.70 5,690 0.99 0.4328
2018-08-06 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 40,328 -1,899 -4.50 5,634 -13.04 0.4907
2018-04-23 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,227 1,667 4.11 6,479 4.11 0.5880
2018-02-07 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 40,560 1,492 3.82 6,223 9.79 0.5589
2017-10-31 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,068 1,345 3.57 5,668 -2.33 0.5132
2017-08-08 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,723 3,310 9.62 5,803 -3.17 0.5533
2017-04-28 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,413 3,387 10.92 5,993 16.37 0.6063
2017-01-12 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,026 4,098 15.22 5,150 20.38 0.5655
2016-10-28 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,928 2,259 9.16 4,278 14.26 0.4712
2016-07-19 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,669 3,168 14.73 3,744 14.95 0.4893
2016-04-14 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,501 18,819 701.68 3,257 782.66 0.4909
2016-01-14 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,682 46 1.75 369 -3.40 0.0710
2015-10-28 2015-09-30 13F INTL BUSINESS MACHINES COM COM 459200101 2,636 -257 -8.88 382 -18.90 0.0693
2015-08-11 2015-06-30 13F INTL BUSINESS MACHINES COM COM 459200101 2,893 250 9.46 471 11.08 0.0592
2015-05-14 2015-03-31 13F INTL BUSINESS MACHINES COM COM 459200101 2,643 2,643 0.00 424 0.0642
2015-01-29 2014-12-31 13F INTL BUSINESS MACHINES COM COM 459200101 0 -2,674 -100.00 0 -100.00
2014-10-14 2014-09-30 13F INTL BUSINESS MACHINES COM COM 459200101 2,674 150 5.94 508 10.92 0.0955
2014-07-14 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,524 -1 -0.04 458 -5.76 0.0935
2014-05-15 2014-03-31 13F INTL BUSINESS MACHINES COM COM 459200101 2,525 371 17.22 486 20.30 0.1233
2014-02-10 2013-12-31 13F INTL BUSINESS MACHINES COM COM 459200101 2,154 2,154 404 0.1162
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.