국제 비즈니스 기계 공사
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionAlTi Global, Inc.
Latest Disclosed Ownership4,698 shares
Latest Disclosed Value $ 1,138,627
AlTi Global, Inc. reports 22.95% increase in ownership of IBM / International Business Machines Corporation

On May 7, 2026 - AlTi Global, Inc. filed a 13F-HR form disclosing ownership of 4,698 shares of International Business Machines Corporation (MX:IBM) valued at $1,138,627 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,821 shares of International Business Machines Corporation. This represents a change in shares of 22.95% 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)
2026-05-07 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,698 877 22.95 1,139 0.62 0.0248
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,821 1,016 36.22 1,132 43.16 0.0243
2025-11-06 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,805 -48 -1.68 791 -5.84 0.0186
2025-07-31 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,853 1,197 72.28 840 104.14 0.0211
2025-05-15 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,656 -273 -14.15 411 -3.07 0.0108
2025-02-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,929 -552 -22.25 425 -22.63 0.0102
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,481 -1,897 -43.33 548 -27.61 0.0132
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,378 -127 -2.82 757 -11.98 0.0203
2024-05-15 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,505 2,310 105.24 860 140.22 0.0239
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,195 2,195 359 0.0110
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.