International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership4,877 shares
Latest Disclosed Value $ 1,182,047
CRA Financial Services, LLC reports 0.31% decrease in ownership of IBM / International Business Machines Corporation

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 4,877 shares of International Business Machines Corporation (MX:IBM) valued at $1,182,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,892 shares of International Business Machines Corporation. This represents a change in shares of -0.31% 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)
2026-04-09 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,877 -15 -0.31 1,182 -18.43 0.1535
2026-01-16 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,892 94 1.96 1,449 7.10 0.1896
2025-10-16 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,798 208 4.53 1,354 0.00 0.1852
2025-07-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,590 -36 -0.78 1,353 17.65 0.2068
2025-04-16 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,626 -373 -7.46 1,150 4.74 0.1968
2025-01-31 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,999 497 11.04 1,099 10.35 0.1886
2024-10-10 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,502 -16 -0.35 995 27.40 0.1826
2024-07-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,518 -133 -2.86 781 -12.05 0.1577
2024-04-17 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,651 0 0.00 888 16.84 0.1929
2024-02-01 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,651 641 15.99 761 35.23 0.1861
2023-10-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,010 46 1.16 563 6.04 0.1549
2023-07-11 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,964 297 8.10 530 10.42 0.1433
2023-04-06 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,667 -12 -0.33 481 -7.34 0.1428
2023-01-24 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,679 5 0.14 518 18.54 0.1697
2022-10-24 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,674 -20 -0.54 437 -16.28 0.1572
2022-07-21 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,694 79 2.19 522 11.06 0.1789
2022-04-15 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,615 5 0.14 470 -2.49 0.1414
2022-01-20 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,610 392 12.18 482 7.83 0.1433
2021-10-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,218 2 0.06 447 -5.10 0.1513
2021-07-23 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,216 -97 -2.93 471 6.56 0.1638
2021-04-16 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,313 3 0.09 442 6.00 0.1710
2021-01-27 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,310 -227 -6.42 417 -3.02 0.1752
2020-10-14 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,537 -2,072 -36.94 430 -36.48 0.2055
2020-07-22 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,609 152 2.79 677 11.90 0.3575
2020-04-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,457 21 0.39 605 -17.01 0.3872
2020-01-28 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,436 151 2.86 729 -5.08 0.3979
2019-11-07 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,285 -27 -0.51 768 4.77 0.4646
2019-07-24 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,312 -378 -6.64 733 -8.72 0.4403
2019-04-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,690 1,620 39.80 803 73.43 0.5232
2019-02-08 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,070 4,070 463 0.3342
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.