International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWinthrop Advisory Group LLC
Latest Disclosed Ownership4,141 shares
Latest Disclosed Value $ 1,003,745
Winthrop Advisory Group LLC reports 0.02% increase in ownership of IBM / International Business Machines Corporation

On April 13, 2026 - Winthrop Advisory Group LLC filed a 13F-HR form disclosing ownership of 4,141 shares of International Business Machines Corporation (MX:IBM) valued at $1,003,745 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 21, 2026 disclosing 4,140 shares of International Business Machines Corporation. This represents a change in shares of 0.02% 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 459200101 4,141 1 0.02 1,004 -18.12 0.0820
2026-01-21 2025-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 4,140 167 4.20 1,226 9.38 0.1039
2026-01-21 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,140 167 1,226 0.1039
2025-10-24 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,973 247 6.63 1,121 2.00 0.0981
2025-07-23 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,726 -14 -0.37 1,098 18.19 0.1060
2025-04-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,740 -873 -18.92 930 -8.38 0.1118
2025-01-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,613 -1,540 -25.03 1,014 -25.44 0.1217
2024-10-31 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,153 -62 -1.00 1,360 26.63 0.1681
2024-07-18 2024-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 6,215 761 13.95 1,075 3.17 0.1461
2024-07-18 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,215 761 1,075 0.1461
2024-04-17 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,454 -195 -3.45 1,042 12.78 0.1507
2024-01-10 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,649 471 9.10 924 27.13 0.1443
2023-11-03 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,178 58 1.13 726 5.99 0.1193
2023-08-02 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,120 52 1.03 685 3.16 0.1099
2023-08-01 2023-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,068 2 0.04 664 -6.87 0.1173
2023-04-17 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,068 2 1 0.1173
2023-08-03 2022-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,066 251 5.21 714 24.65 0.1354
2023-01-18 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,066 251 1 0.0001
2022-11-04 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,815 2 0.04 572 -15.88 0.1225
2022-07-21 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,813 82 1.73 680 10.57 0.1596
2022-04-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,731 8 0.17 615 -2.54 0.1282
2022-01-12 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,723 -662 -12.29 631 -15.64 0.1267
2021-10-14 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,385 7 0.13 748 -5.08 0.1665
2021-07-14 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,378 6 0.11 788 10.06 0.1773
2021-04-23 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,372 5,372 716 0.1765
2019-01-15 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,864 -100.00 0 -100.00
2018-10-29 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,864 -98 -4.99 282 2.92 0.1588
2018-08-07 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,962 -322 -14.10 274 -17.47 0.1795
2018-05-11 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,284 -328 -12.56 332 -22.43 0.2335
2018-05-01 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,612 2,612 428 0.3040
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.