International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership3,330,537 shares
Latest Disclosed Value $ 807,288,975
First Trust Advisors Lp reports 50.48% increase in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 3,330,537 shares of International Business Machines Corporation (MX:IBM) valued at $807,288,975 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,213,327 shares of International Business Machines Corporation. This represents a change in shares of 50.48% 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)
2026-05-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,330,537 1,117,210 50.48 807,289 23.14 0.5768
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,213,327 -839,553 -27.50 655,610 -23.89 0.4765
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,052,880 865,253 39.55 861,401 33.58 0.6401
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,187,627 -831,158 -27.53 644,869 -14.09 0.5186
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,018,785 -1,005,204 -24.98 750,651 -15.14 0.6648
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,023,989 840,064 26.38 884,593 25.67 0.7798
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,183,925 -382,768 -10.73 703,902 14.11 0.6706
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,566,693 360,122 11.23 616,860 0.74 0.6289
2024-05-13 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,206,571 81,186 2.60 612,327 19.79 0.6215
2024-02-13 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,125,385 -361,930 -10.38 511,157 4.47 0.5578
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,487,315 -401,812 -10.33 489,270 -5.98 0.5799
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,889,127 36,844 0.96 520,404 3.05 0.5917
2023-05-15 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,852,283 538,232 16.24 504,996 8.15 0.5831
2023-02-09 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,314,051 -207,937 -5.90 466,930 11.59 0.5553
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,521,988 -241,170 -6.41 418,447 -21.24 0.5425
2022-08-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,763,158 338,976 9.90 531,320 19.34 0.6560
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,424,182 -200,548 -5.53 445,212 -8.11 0.4554
2022-02-08 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,624,730 472,362 14.98 484,481 10.62 0.4713
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,152,368 -150,302 -4.55 437,958 -9.54 0.4710
2021-10-12 2021-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 3,302,670 -169,301 -4.88 484,138 4.64 0.5240
2021-08-16 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,323,753 -148,218 487,229 0.5026
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,471,971 239,823 7.42 462,675 13.72 0.5602
2021-02-02 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,232,148 241,076 8.06 406,863 11.80 0.5391
2020-11-05 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,991,072 386,019 14.82 363,924 15.67 0.5829
2020-07-22 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,605,053 415,171 18.96 314,612 29.51 0.5453
2020-05-06 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,189,882 -34,182 -1.54 242,924 -18.51 0.5504
2020-02-03 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,224,064 301,802 15.70 298,114 6.65 0.5091
2019-11-04 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,922,262 -354,179 -15.56 279,535 -10.95 0.5263
2019-07-30 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,276,441 623,225 37.70 313,921 34.57 0.5918
2019-06-19 2019-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 1,653,216 -260,031 -13.59 233,269 7.26 0.4639
2019-05-09 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,653,216 -260,031 233,269
2019-02-07 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,913,247 477,328 33.24 217,479 0.16 0.5156
2018-10-25 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,435,919 -43,845 -2.96 217,125 5.03 0.4043
2018-08-02 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,479,764 -68,007 -4.39 206,723 -12.95 0.4287
2018-04-23 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,547,771 63,135 4.25 237,475 4.26 0.5453
2018-02-08 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,484,636 147,546 11.03 227,773 17.42 0.5423
2017-10-24 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,337,090 93,605 7.53 193,985 1.41 0.4990
2017-08-02 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,243,485 135,924 12.27 191,285 -0.82 0.5105
2017-05-02 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,107,561 -13,142 -1.17 192,871 3.68 0.5345
2017-02-06 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,120,703 3,179 0.28 186,025 4.79 0.5537
2016-11-01 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,117,524 104,676 10.33 177,519 15.47 0.5300
2016-08-04 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,012,848 414,192 69.19 153,730 69.56 0.4841
2016-05-10 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 598,656 24,240 4.22 90,666 14.69 0.2913
2016-05-04 2015-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 574,416 76,712 15.41 79,051 9.56 0.2051
2016-02-03 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 574,416 79,051
2015-11-05 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 497,704 -42,570 -7.88 72,152 -17.90 0.2090
2015-08-04 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 540,274 -27,803 -4.89 87,881 -3.61 0.2281
2015-05-04 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 568,077 21,962 4.02 91,176 4.06 0.2678
2015-02-13 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 546,115 122,853 29.03 87,619 9.05 0.2956
2014-11-12 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 423,262 67,424 18.95 80,348 24.56 0.3160
2014-08-11 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 355,838 83,557 30.69 64,503 23.07 0.2680
2014-05-12 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 272,281 61,705 29.30 52,411 32.69 0.2303
2014-08-08 2013-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 210,576 82,435 64.33 39,498 66.45 0.1915
2014-02-13 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 210,576 39,498
2013-11-12 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 128,141 29,858 30.38 23,729 26.33 0.1286
2013-08-12 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 98,283 98,283 18,783 0.1222
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.