International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership3,543 shares
Latest Disclosed Value $ 858,788
Oakworth Capital, Inc. reports 20.14% increase in ownership of IBM / International Business Machines Corporation

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 3,543 shares of International Business Machines Corporation (MX:IBM) valued at $858,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,949 shares of International Business Machines Corporation. This represents a change in shares of 20.14% 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)
2026-04-24 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 3,543 594 20.14 859 -1.72 0.0217
2026-01-30 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,949 284 10.66 874 16.25 0.0477
2025-11-04 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,665 0 0.00 752 -4.33 0.0435
2025-07-17 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,665 0 0.00 786 18.58 0.0506
2025-04-24 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,665 370 16.12 663 31.35 0.0461
2025-01-27 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,295 1 0.04 505 -0.59 0.0347
2024-10-21 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,294 544 31.09 507 67.88 0.0352
2024-07-19 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,750 0 0.00 303 -9.58 0.0221
2024-04-22 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,750 -3 -0.17 334 16.78 0.0252
2024-01-31 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,753 -625 -26.28 287 -14.11 0.0230
2023-10-31 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,378 -2 -0.08 334 4.72 0.0303
2023-07-28 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,380 30 1.28 318 3.25 0.0271
2023-05-02 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,350 -50 -2.08 308 -8.88 0.0275
2023-02-03 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,400 -279 -10.41 338 5.96 0.0324
2022-10-31 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,679 -23 -0.85 319 -16.49 0.0353
2022-08-05 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,702 -10 -0.37 382 8.52 0.0384
2022-04-11 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,712 -230 -7.82 352 -10.43 0.0303
2022-02-07 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,942 109 3.85 393 0.00 0.0334
2021-11-10 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,833 50 1.80 393 -3.68 0.0380
2021-07-20 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,783 -100 -3.47 408 6.25 0.0407
2021-04-30 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,883 713 32.86 384 40.66 0.0436
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,170 498 29.78 273 33.82 0.0354
2020-11-09 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,672 0 0.00 204 0.99 0.0331
2020-08-11 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,672 0 0.00 202 9.19 0.0363
2020-05-07 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,672 0 0.00 185 -18.14 0.0435
2020-01-31 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,672 0 0.00 226 -7.00 0.0397
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 1,672 -400 -19.31 243 -15.03 0.0471
2019-08-02 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,072 8 0.39 286 -1.72 0.0545
2019-05-06 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,064 -243 -10.53 291 11.07 0.0596
2019-02-13 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COMMON STOCK 459200101 2,307 -698 -23.23 262 -42.29 0.0597
2018-10-25 2018-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 3,005 -989 -24.76 454 -18.64 0.0908
2018-08-07 2018-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 3,994 -200 -4.77 558 -8.22 0.1158
2018-05-09 2018-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 4,194 550 15.09 608 8.38 0.1453
2018-01-22 2017-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 3,644 -2,624 -41.86 561 -37.39 0.1320
2017-11-08 2017-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 6,268 0 0.00 896 -7.05 0.2301
2017-07-31 2017-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 6,268 -45 -0.71 964 -12.36 0.2640
2017-04-26 2017-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 6,313 -620 -8.94 1,100 -2.22 0.3185
2017-01-27 2016-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 6,933 146 2.15 1,125 4.36 0.3699
2016-10-24 2016-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 6,787 -1,518 -18.28 1,078 -15.58 0.3734
2016-07-20 2016-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 8,305 480 6.13 1,277 7.85 0.4778
2016-05-13 2016-03-31 13F INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 7,825 197 2.58 1,184 12.87 0.4729
2016-01-26 2015-12-31 13F INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 7,628 6,059 386.17 1,049 360.09 0.4364
2015-10-29 2015-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,569 0 0.00 228 -10.24 0.1200
2015-08-14 2015-06-30 13F/A-1 INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,569 -125 -7.38 254 -12.41 0.1202
2015-07-14 2015-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,760 319
2015-05-12 2015-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,694 34 2.05 290 8.61 0.1340
2015-02-24 2014-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,660 0 0.00 267 -16.30 0.1381
2014-10-09 2014-09-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,660 -100 -5.68 319 0.00 0.1872
2014-07-14 2014-06-30 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,760 0 0.00 319 -5.90 0.1940
2014-04-10 2014-03-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,760 100 6.02 339 9.00 0.2219
2014-01-27 2013-12-31 13F INT'L BUSINESS MACHINES COMMON STOCK 459200101 1,660 1,660 311 0.2198
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.