國際商業機器公司
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionValicenti Advisory Services Inc
Latest Disclosed Ownership18,218 shares
Latest Disclosed Value $ 4,416
Valicenti Advisory Services Inc reports 3.36% increase in ownership of IBM / International Business Machines Corporation

On April 14, 2026 - Valicenti Advisory Services Inc filed a 13F-HR form disclosing ownership of 18,218 shares of International Business Machines Corporation (MX:IBM) valued at $4,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 17,625 shares of International Business Machines Corporation. This represents a change in shares of 3.36% 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)
2026-04-14 2026-03-31 13F IBM COM 459200101 18,218 593 3.36 4 -20.00 0.9623
2026-01-16 2025-12-31 13F IBM COM 459200101 17,625 -15 -0.09 5 25.00 1.0925
2025-10-17 2025-09-30 13F IBM COM 459200101 17,640 6,280 55.28 5 33.33 1.0675
2025-07-16 2025-06-30 13F IBM COM 459200101 11,360 -175 -1.52 3 50.00 0.7824
2025-04-23 2025-03-31 13F IBM COM 459200101 11,535 -5 -0.04 3 0.00 0.7375
2025-01-23 2024-12-31 13F IBM COM 459200101 11,540 -349 -2.94 3 0.00 0.6317
2024-10-23 2024-09-30 13F IBM COM 459200101 11,889 0 0.00 3 0.00 0.6750
2024-07-23 2024-06-30 13F IBM COM 459200101 11,889 240 2.06 2 0.00 0.5520
2024-04-23 2024-03-31 13F INTL BUSINESS MACHINES COM 459200101 11,649 -150 -1.27 2 100.00 0.6195
2024-01-16 2023-12-31 13F INTL BUSINESS MACHINES COM 459200101 11,799 -562 -4.55 2 0.00 0.5866
2023-10-18 2023-09-30 13F INTL BUSINESS MACHINES COM 459200101 12,361 30 0.24 2 0.00 0.5920
2023-07-12 2023-06-30 13F INTL BUSINESS MACHINES COM 459200101 12,331 -10 -0.08 2 0.00 0.5231
2023-04-20 2023-03-31 13F INTL BUSINESS MACHINES COM 459200101 12,341 -500 -3.89 2 0.00 0.5389
2023-01-17 2022-12-31 13F INTL BUSINESS MACHINES COM 459200101 12,841 -27,576 -68.23 2 -99.98 0.6589
2022-10-18 2022-09-30 13F INTL BUSINESS MACHINES COM 459200101 40,417 -735 -1.79 4,802 -17.35 1.7551
2022-07-19 2022-06-30 13F INTL BUSINESS MACHINES COM 459200101 41,152 -550 -1.32 5,810 7.16 1.8959
2022-04-20 2022-03-31 13F INTL BUSINESS MACHINES COM 459200101 41,702 3,975 10.54 5,422 7.52 1.4252
2022-01-21 2021-12-31 13F INTL BUSINESS MACHINES COM 459200101 37,727 16,896 81.11 5,043 74.26 1.2539
2021-10-21 2021-09-30 13F INTL BUSINESS MACHINES COM 459200101 20,831 18,039 646.10 2,894 607.58 0.7845
2021-07-21 2021-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,792 -7,415 -72.65 409 -69.93 0.1131
2021-04-15 2021-03-31 13F INTL BUSINESS MACHINES COM 459200101 10,207 7,676 303.28 1,360 326.33 0.4034
2021-01-19 2020-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,531 130 5.41 319 9.25 0.1034
2020-10-16 2020-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,401 6 0.25 292 1.04 0.1087
2020-07-16 2020-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,395 5 0.21 289 9.06 0.1177
2020-04-21 2020-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,390 -19 -0.79 265 -17.96 0.1325
2020-01-21 2019-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,409 -20 -0.82 323 -8.50 0.1353
2019-10-21 2019-09-30 13F INTL BUSINESS MACHINES COM 459200101 2,429 4 0.16 353 5.69 0.1677
2019-07-17 2019-06-30 13F INTL BUSINESS MACHINES COM 459200101 2,425 -5 -0.21 334 -2.62 0.1629
2019-04-18 2019-03-31 13F INTL BUSINESS MACHINES COM 459200101 2,430 -381 -13.55 343 7.19 0.1638
2019-01-22 2018-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,811 -30,865 -91.65 320 -93.72 0.1598
2018-10-17 2018-09-30 13F INTL BUSINESS MACHINES COM 459200101 33,676 3,180 10.43 5,092 19.53 2.2086
2018-07-24 2018-06-30 13F INTL BUSINESS MACHINES COM 459200101 30,496 1,579 5.46 4,260 -3.99 1.9600
2018-04-25 2018-03-31 13F INTL BUSINESS MACHINES COM 459200101 28,917 24,748 593.62 4,437 593.28 2.0965
2018-01-18 2017-12-31 13F INTL BUSINESS MACHINES COM 459200101 4,169 -146 -3.38 640 2.24 0.3183
2017-10-23 2017-09-30 13F INTL BUSINESS MACHINES COM 459200101 4,315 72 1.70 626 -4.13 0.3150
2017-07-26 2017-06-30 13F INTL BUSINESS MACHINES COM 459200101 4,243 -227 -5.08 653 -16.07 0.3491
2017-04-26 2017-03-31 13F INTL BUSINESS MACHINES COM 459200101 4,470 -70 -1.54 778 3.18 0.4319
2017-01-24 2016-12-31 13F INTL BUSINESS MACHINES COM 459200101 4,540 83 1.86 754 6.50 0.4702
2016-10-26 2016-09-30 13F INTL BUSINESS MACHINES COM 459200101 4,457 -247 -5.25 708 -0.84 0.4635
2016-07-26 2016-06-30 13F INTL BUSINESS MACHINES COM 459200101 4,704 69 1.49 714 1.71 0.4529
2016-04-26 2016-03-31 13F INTL BUSINESS MACHINES COM 459200101 4,635 1,878 68.12 702 85.22 0.4617
2016-01-22 2015-12-31 13F INTL BUSINESS MACHINES COM 459200101 2,757 -13,415 -82.95 379 -83.83 0.2560
2015-10-28 2015-09-30 13F INTL BUSINESS MACHINES COM 459200101 16,172 -741 -4.38 2,344 -14.79 1.5470
2015-07-22 2015-06-30 13F INTL BUSINESS MACHINES COM 459200101 16,913 69 0.41 2,751 1.74 1.7593
2015-04-24 2015-03-31 13F INTL BUSINESS MACHINES COM 459200101 16,844 6,827 68.15 2,704 68.26 1.6894
2015-01-15 2014-12-31 13F INTL BUSINESS MACHINES COM 459200101 10,017 1,261 14.40 1,607 -3.31 0.9614
2014-10-27 2014-09-30 13F INTL BUSINESS MACHINES COM 459200101 8,756 -75 -0.85 1,662 3.81 1.0168
2014-07-28 2014-06-30 13F INTL BUSINESS MACHINES COM 459200101 8,831 0 0.00 1,601 -5.82 1.0398
2014-04-25 2014-03-31 13F INTL BUSINESS MACHINES COM 459200101 8,831 -152 -1.69 1,700 0.89 1.0751
2014-01-23 2013-12-31 13F INTL BUSINESS MACHINES COM 459200101 8,983 -267 -2.89 1,685 -1.63 1.0538
2013-10-25 2013-09-30 13F INTL BUSINESS MACHINES COM 459200101 9,250 -73 -0.78 1,713 -3.87 1.1728
2013-07-18 2013-06-30 13F INTL BUSINESS MACHINES COM 459200101 9,323 9,323 1,782 1.2781
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.