국제 비즈니스 기계 공사
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionCooper Financial Group
Latest Disclosed Ownership10,611 shares
Latest Disclosed Value $ 2,572,017
Cooper Financial Group reports 4.69% increase in ownership of IBM / International Business Machines Corporation

On April 7, 2026 - Cooper Financial Group filed a 13F-HR form disclosing ownership of 10,611 shares of International Business Machines Corporation (MX:IBM) valued at $2,572,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 10,136 shares of International Business Machines Corporation. This represents a change in shares of 4.69% 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)
2026-04-07 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,611 475 4.69 2,572 -14.32 0.2599
2026-01-08 2025-12-31 13F INTERNATIONAL BUSINESS COM 459200101 10,136 85 0.85 3,002 5.85 0.3195
2025-10-07 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,051 1,241 14.09 2,836 9.24 0.3139
2025-07-18 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,810 255 2.98 2,597 22.05 0.3054
2025-05-12 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,555 365 4.46 2,127 18.17 0.2802
2025-01-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,190 195 2.44 1,800 1.87 0.2168
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,995 -2,854 -26.31 1,768 -5.81 0.2295
2024-07-15 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,849 -2,358 -17.85 1,876 -25.59 0.2759
2024-04-11 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,207 301 2.33 2,522 19.48 0.4145
2024-01-16 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,906 787 6.49 2,111 24.12 0.3838
2023-10-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,119 242 2.04 1,700 6.99 0.4088
2023-07-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,877 435 3.80 1,589 6.00 0.3941
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,442 817 7.69 1,500 0.20 0.4042
2023-01-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,625 -212 -1.96 1,497 16.24 0.4571
2022-10-13 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,837 667 6.56 1,287 -10.38 0.4631
2022-07-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,170 -1,271 -11.11 1,436 -3.49 0.5215
2022-04-25 2022-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 11,441 485 4.43 1,488 1.64 0.5652
2022-04-12 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,441 485 1,488 0.5647
2022-02-11 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,956 -2,740 -20.01 1,464 -23.07 0.5526
2021-10-06 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,696 687 5.28 1,903 -0.21 0.3948
2021-07-12 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,009 955 7.92 1,907 18.74 0.3878
2021-05-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,054 1,163 10.68 1,606 17.14 0.3627
2021-02-16 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,891 284 2.68 1,371 6.20 0.2796
2020-10-09 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,607 -169 -1.57 1,291 -0.77 0.3727
2020-07-15 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,776 1,526 16.50 1,301 26.80 0.4211
2020-05-15 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,250 9,250 1,026 0.4277
2020-01-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,388 -100.00 0 -100.00
2019-10-08 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,388 -93 -6.28 202 -0.98 0.0911
2019-07-08 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,481 1,481 204 0.0989
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.