International Business Machines Corporation
US ˙ NYSE ˙ US4592001014

SecurityIBM / International Business Machines Corporation
InstitutionCertified Advisory Corp
Latest Disclosed Ownership7,002 shares
Latest Disclosed Value $ 1,697,232
Certified Advisory Corp reports 2.52% increase in ownership of IBM / International Business Machines Corporation

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 7,002 shares of International Business Machines Corporation (US:IBM) valued at $1,697,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,830 shares of International Business Machines Corporation. This represents a change in shares of 2.52% during the quarter. The current value of the position is $2,140,021 USD.

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)
2026-04-17 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,002 172 2.52 1,697 -16.11 0.1522
2026-01-12 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,830 73 1.08 2,023 6.14 0.1843
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,757 2 0.03 1,907 -4.27 0.1811
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,755 5 0.07 1,991 18.65 0.2070
2025-05-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,750 -65 -0.95 1,678 12.02 0.1900
2025-01-15 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,815 137 2.05 1,498 1.49 0.1626
2024-11-12 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,678 2,035 43.83 1,476 83.81 0.1636
2024-08-13 2024-06-30 13F INTL BUSINESS MACHINES Stock 459200101 4,643 -16 -0.34 803 -9.67 0.1007
2024-05-10 2024-03-31 13F INTL BUSINESS MACHINES Stock 459200101 4,659 195 4.37 890 21.78 0.1241
2024-02-09 2023-12-31 13F INTL BUSINESS MACHINES Stock 459200101 4,464 -169 -3.65 730 12.48 0.1107
2023-11-13 2023-09-30 13F INTL BUSINESS MACHINES Stock 459200101 4,633 -26 -0.56 650 4.17 0.1195
2023-08-14 2023-06-30 13F INTL BUSINESS MACHINES Stock 459200101 4,659 -1,712 -26.87 623 -25.39 0.1146
2023-05-17 2023-03-31 13F/A-1 INTL BUSINESS MACHINES Stock 459200101 6,371 41 0.65 835 -6.29 0.1485
2023-05-15 2023-03-31 13F INTL BUSINESS MACHINES Stock 459200101 6,371 41 835 0.1484
2023-02-15 2022-12-31 13F INTL BUSINESS MACHINES Stock 459200101 6,330 -49 -0.77 892 17.70 0.1763
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,379 23 0.36 757 -15.70 0.1727
2022-08-15 2022-06-30 13F INTL BUSINESS MACHINES COM 459200101 6,356 -16 -0.25 898 8.45 0.2002
2022-05-13 2022-03-31 13F INTL BUSINESS MACHINES Stock 459200101 6,372 2 0.03 828 -2.70 0.1759
2022-02-14 2021-12-31 13F INTL BUSINESS MACHINES Stock 459200101 6,370 17 0.27 851 -3.62 0.1877
2021-11-15 2021-09-30 13F INTL BUSINESS MACHINES Stock 459200101 6,353 12 0.19 883 -4.95 0.2145
2021-08-16 2021-06-30 13F INTL BUSINESS MACHINES Stock 459200101 6,341 128 2.06 929 12.20 0.2335
2021-05-10 2021-03-31 13F INTL BUSINESS MACHINES Stock 459200101 6,213 656 11.80 828 23.40 0.2147
2020-07-27 2020-06-30 13F INTL BUSINESS MACHINES Stock 459200101 5,557 -149 -2.61 671 6.00 0.2219
2020-04-27 2020-03-31 13F INTL BUSINESS MACHINES Stock 459200101 5,706 2 0.04 633 -17.25 0.2502
2020-01-29 2019-12-31 13F INTL BUSINESS MACHINES Stock 459200101 5,704 1 0.02 765 -7.72 0.2445
2019-11-12 2019-09-30 13F INTL BUSINESS MACHINES Stock 459200101 5,703 4,066 248.38 829 266.81 0.2880
2019-08-07 2019-06-30 13F INTL BUSINESS MACHINES Stock 459200101 1,637 -150 -8.39 226 -10.32 0.0840
2019-05-07 2019-03-31 13F INTL BUSINESS MACHINES Stock 459200101 1,787 -88 -4.69 252 18.31 0.1059
2019-02-04 2018-12-31 13F INTL BUSINESS MACHINES Stock 459200101 1,875 -149 -7.36 213 -30.39 0.1105
2018-11-13 2018-09-30 13F INTL BUSINESS MACHINES Stock 459200101 2,024 -43 -2.08 306 5.88 0.1415
2018-08-13 2018-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,067 226 12.28 289 2.85 0.1607
2018-04-30 2018-03-31 13F INTL BUSINESS MACHINES COM 459200101 1,841 723 64.67 281 65.29 0.1666
2018-02-22 2017-12-31 13F INTL BUSINESS MACHINES COM 459200101 1,118 1,118 170 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.