International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership6,348 shares
Latest Disclosed Value $ 1,538,724
Creative Financial Designs Inc /adv reports 11.93% decrease in ownership of IBM / International Business Machines Corporation

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 6,348 shares of International Business Machines Corporation (MX:IBM) valued at $1,538,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,208 shares of International Business Machines Corporation. This represents a change in shares of -11.93% 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)
2026-04-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,348 -860 -11.93 1,539 -27.96 0.0935
2026-02-06 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 7,208 669 10.23 2,135 15.72 0.1345
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,539 2,311 54.66 1,845 48.07 0.1239
2025-08-04 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 4,228 605 16.70 1,246 38.44 0.0897
2025-04-23 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,623 -7 -0.19 901 12.78 0.0719
2025-02-10 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,630 -1,781 -32.91 798 -33.28 0.0649
2024-10-28 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,411 -95 -1.73 1,196 25.63 0.1009
2024-08-06 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,506 1,430 35.08 952 22.37 0.0848
2024-05-01 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 4,076 934 29.73 778 51.66 0.0736
2024-01-10 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,142 614 24.29 514 44.92 0.0522
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,528 729 40.52 355 47.50 0.0414
2023-07-26 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,799 57 3.27 241 5.26 0.0283
2023-04-25 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,742 86 5.19 228 -2.15 0.0299
2023-02-01 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,656 6 0.36 233 18.88 0.0345
2022-11-01 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,650 31 1.91 196 -14.41 0.0320
2022-08-01 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,619 -29 -1.76 229 7.01 0.0376
2022-04-15 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,648 347 26.67 214 22.99 0.0326
2022-01-26 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,301 -64 -4.69 174 -8.42 0.0262
2021-10-08 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,365 -20 -1.44 190 -6.40 0.0314
2021-07-27 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,385 104 8.12 203 18.71 0.0352
2021-04-19 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,281 -10 -0.77 171 4.91 0.0334
2021-01-08 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,291 127 10.91 163 14.79 0.0348
2020-10-06 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,164 -4,269 -78.58 142 -78.35 0.0351
2020-07-23 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,433 216 4.14 656 13.30 0.1987
2020-04-22 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,217 17 0.33 579 -17.76 0.2978
2020-01-17 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,200 145 2.87 704 -1.68 0.3147
2019-10-23 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,055 454 9.87 716 10.66 0.3854
2019-08-07 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 4,601 1,006 27.98 647 27.61 0.3510
2019-04-23 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,595 1,454 67.91 507 108.64 0.3037
2019-01-24 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,141 221 11.51 243 -16.21 0.1763
2018-11-02 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,920 764 66.09 290 80.12 0.1667
2018-07-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,156 380 48.97 161 35.29 0.0946
2018-05-02 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 776 -133 -14.63 119 -14.39 0.0762
2018-05-02 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 909 -645 -41.51 139 -38.22 0.0944
2018-05-02 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,554 170 12.28 225 5.63 0.1291
2018-05-02 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,384 -218 -13.61 213 -23.66 0.1363
2018-05-02 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,602 205 14.67 279 20.26 0.2005
2018-03-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,397 1,397 232 0.1893
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.