國際商業機器公司
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership37,437 shares
Latest Disclosed Value $ 9,074,348
Sowell Financial Services LLC reports 2.32% increase in ownership of IBM / International Business Machines Corporation

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 37,437 shares of International Business Machines Corporation (MX:IBM) valued at $9,074,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 36,587 shares of International Business Machines Corporation. This represents a change in shares of 2.32% 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)
2026-04-20 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,437 850 2.32 9,074 -16.27 0.3356
2026-01-21 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 36,587 1,355 3.85 10,838 9.01 0.3981
2025-10-17 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 35,232 -4,934 -12.28 9,941 -16.04 0.3815
2025-07-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 40,166 -419 -1.03 11,840 17.33 0.4822
2025-04-17 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 40,585 8,859 27.92 10,092 44.69 0.4593
2025-02-07 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,726 641 2.06 6,974 1.48 0.3668
2024-10-04 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,085 -623 -1.96 6,872 25.31 0.3192
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,708 -308 -0.96 5,484 -10.30 0.2619
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 32,016 105 0.33 6,114 17.15 0.2884
2024-01-24 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,911 -3,218 -9.16 5,219 5.88 0.2827
2023-11-08 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 35,129 752 2.19 4,929 7.15 0.3093
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,377 7,800 29.35 4,600 153,233.33 0.2564
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS STOCK 459200101 26,577 -6,193 -18.90 3 -25.00 0.2688
2023-02-09 2022-12-31 13F IBM 0 459200101 32,770 14,455 78.92 5 -99.82 0.2989
2022-11-15 2022-09-30 13F IBM Stock 459200101 18,315 442 2.47 2,176 -13.75 0.2194
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS Stock 459200101 17,873 17,873 2,523 0.2332
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 0 -14,417 -100.00 0 -100.00
2022-02-09 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,417 958 7.12 1,927 3.05 0.1105
2021-11-04 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,459 391 2.99 1,870 -2.40 0.1263
2021-08-05 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,068 -1,771 -11.93 1,916 -12.99 0.1269
2021-05-07 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,839 -1,825 -10.95 2,202 4.96 0.0766
2021-01-13 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 16,664 -892 -5.08 2,098 -1.78 0.0896
2020-11-12 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 17,556 405 2.36 2,136 3.14 0.1067
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 17,151 2,280 15.33 2,071 25.52 0.1138
2020-05-12 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 14,871 1,475 11.01 1,650 -8.13 0.1221
2020-02-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 13,396 -2,253 -14.40 1,796 -21.09 0.1369
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM COM 459200101 15,649 3,015 23.86 2,276 27.65 0.1881
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 12,634 1,868 17.35 1,783 45.67 0.1991
2019-03-05 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,766 -3,208 -22.96 1,224 -42.07 0.1734
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,974 -354 -2.47 2,113 3.33 0.3068
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,328 2,153 17.68 2,045 17.94 0.4340
2018-05-10 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,175 -1,348 -9.97 1,734 -24.18 0.4333
2018-01-29 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,523 931 7.39 2,287 17.89 0.5592
2017-11-07 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,592 2,780 28.33 1,940 39.17 0.5058
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,812 2,580 35.67 1,394 26.38 0.3957
2017-05-31 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,232 461 6.81 1,103 -9.59 0.3257
2017-02-27 2016-12-31 13F IBM COM 459200101 6,771 6,771 1,220 0.4085
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.