International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership28,117 shares
Latest Disclosed Value $ 6,815,297
Toth Financial Advisory Corp reports 1.31% decrease in ownership of IBM / International Business Machines Corporation

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 28,117 shares of International Business Machines Corporation (MX:IBM) valued at $6,815,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 28,491 shares of International Business Machines Corporation. This represents a change in shares of -1.31% 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)
2026-04-16 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,117 -374 -1.31 6,815 -19.24 0.7481
2026-01-20 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,491 -431 -1.49 8,439 3.42 0.9164
2025-10-09 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,922 -294 -1.01 8,161 -5.25 0.8798
2025-07-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,216 423 1.47 8,612 20.30 1.0047
2025-04-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,793 -2,074 -6.72 7,160 5.51 0.8619
2025-01-21 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,867 -1,157 -3.61 6,785 -4.15 0.7981
2024-10-21 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,024 -152 -0.47 7,080 27.23 0.8360
2024-07-16 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,176 -1,609 -4.76 5,565 -13.75 0.7073
2024-04-16 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,785 -4,906 -12.68 6,452 1.96 0.8075
2024-01-26 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 38,691 -1,147 -2.88 6,328 13.20 0.8582
2023-10-12 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 39,838 -1,549 -3.74 5,589 0.92 0.8512
2023-07-24 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,387 -783 -1.86 5,538 0.18 0.8011
2023-04-24 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,170 -324 -0.76 5,528 -7.67 0.8621
2023-01-24 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,494 -149 -0.35 5,987 18.18 0.9711
2022-10-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 42,643 948 2.27 5,066 -13.95 0.9170
2022-07-25 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 41,695 10,201 32.39 5,887 43.76 1.0258
2022-04-26 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,494 6,000 23.53 4,095 20.16 0.6119
2022-01-31 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,494 -4,652 -15.43 3,408 -18.62 0.4646
2021-10-20 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,146 -2,263 -6.98 4,188 -11.85 0.6362
2021-07-26 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,409 13,537 71.73 4,751 88.91 0.7256
2021-04-20 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,872 94 0.50 2,515 6.39 0.4013
2021-01-25 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,778 -1,239 -6.19 2,364 -2.92 0.4052
2020-10-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,017 3,886 24.09 2,435 25.00 0.4676
2020-07-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,131 -624 -3.72 1,948 4.79 0.4219
2020-04-20 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,755 4,818 40.36 1,859 16.19 0.5368
2020-01-27 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,937 -2,139 -15.20 1,600 -21.84 0.3245
2019-10-15 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,076 2,349 20.03 2,047 26.59 0.4484
2019-07-17 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,727 3,337 39.77 1,617 36.57 0.3617
2019-04-15 2019-03-31 13F INTERNATIONAL BUSINESS MAC COM 459200101 8,390 402 5.03 1,184 30.40 0.2772
2019-01-22 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,988 -3,489 -30.40 908 -47.67 0.2483
2018-10-15 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,477 -368 -3.11 1,735 4.83 0.3850
2018-07-23 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,845 -986 -7.68 1,655 -15.95 0.3881
2018-04-25 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,831 935 7.86 1,969 7.89 0.4788
2018-02-06 2017-12-31 13F INTERNATIONAL BUSINESS M COM 459200101 11,896 -537 -4.32 1,825 1.16 0.4324
2017-10-11 2017-09-30 13F International Business Machine COM 459200101 12,433 -2,555 -17.05 1,804 -21.77 0.4554
2017-07-05 2017-06-30 13F International Business Machine COM 459200101 14,988 -2,435 -13.98 2,306 -23.99 0.6022
2017-04-03 2017-03-31 13F International Business Machine COM 459200101 17,423 756 4.54 3,034 9.69 0.8060
2017-01-03 2016-12-31 13F International Business Machine COM 459200101 16,667 1,623 10.79 2,766 15.73 0.7946
2016-10-13 2016-09-30 13F International Business Machine COM 459200101 15,044 95 0.64 2,390 5.33 0.7015
2016-07-01 2016-06-30 13F International Business Machine COM 459200101 14,949 -66 -0.44 2,269 -0.22 0.6920
2016-04-07 2016-03-31 13F International Business Machine COM 459200101 15,015 801 5.64 2,274 16.26 0.7435
2016-01-04 2015-12-31 13F International Business Machine COM 459200101 14,214 -65 -0.46 1,956 -5.51 0.6474
2015-10-02 2015-09-30 13F International Business Machine COM 459200101 14,279 -1,278 -8.21 2,070 -18.18 0.7583
2015-07-01 2015-06-30 13F International Business Machine COM 459200101 15,557 -2,687 -14.73 2,530 -13.59 0.8449
2015-04-10 2015-03-31 13F International Business Machine COM 459200101 18,244 -3,021 -14.21 2,928 -14.19 0.9817
2015-01-06 2014-12-31 13F International Business Machine COM 459200101 21,265 -8,804 -29.28 3,412 -40.22 1.1827
2014-10-01 2014-09-30 13F International Business Machine COM 459200101 30,069 983 3.38 5,708 8.27 2.1543
2014-07-01 2014-06-30 13F International Business Machine COM 459200101 29,086 -77 -0.26 5,272 -6.09 2.0024
2014-04-03 2014-03-31 13F International Business Machine COM 459200101 29,163 557 1.95 5,614 4.62 2.2743
2014-01-03 2013-12-31 13F International Business Machine COM 459200101 28,606 2,641 10.17 5,366 11.61 2.2765
2013-10-17 2013-09-30 13F International Business Machine COM 459200101 25,965 -821 -3.07 4,808 -6.08 2.2527
2013-08-08 2013-06-30 13F International Business Machine COM 459200101 26,786 26,786 5,119 2.5196
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.