국제 비즈니스 기계 공사
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionSummitry Llc
Latest Disclosed Ownership2,571 shares
Latest Disclosed Value $ 623,186
Summitry Llc reports 2.15% increase in ownership of IBM / International Business Machines Corporation

On May 22, 2026 - Summitry Llc filed a 13F-HR/A form disclosing ownership of 2,571 shares of International Business Machines Corporation (MX:IBM) valued at $623,186 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,517 shares of International Business Machines Corporation. This represents a change in shares of 2.15% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-22 2026-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 2,571 54 2.15 623 -16.38 0.0220
2026-05-11 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,496 -21 605 0.0264
2026-02-09 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,517 127 5.31 746 10.53 0.0311
2025-11-07 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,390 76 3.28 674 -1.17 0.0285
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,314 63 2.80 682 22.00 0.0309
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,251 19 0.85 560 14.08 0.0283
2025-02-12 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,232 -491 -18.03 491 -18.60 0.0240
2024-11-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,723 566 26.24 602 61.39 0.0288
2024-08-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,157 -250 -10.39 373 -18.74 0.0193
2024-05-06 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,407 109 4.74 460 22.40 0.0241
2024-02-07 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,298 0 0.00 376 16.46 0.0218
2023-11-06 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,298 -143 -5.86 322 -1.23 0.0212
2023-08-08 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,441 -70 -2.79 327 -0.91 0.0206
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,511 -23 -0.91 329 -7.84 0.0221
2023-02-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,534 -216 -7.85 357 9.17 0.0263
2022-11-09 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,750 537 24.27 327 4.81 0.0247
2022-08-09 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,213 63 2.93 312 11.43 0.0228
2022-05-09 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,150 -33 -1.51 280 -4.11 0.0166
2022-02-10 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,183 2,183 292 0.0171
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -23,463 -100.00 0 -100.00
2021-05-12 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,463 1,938 9.00 3,127 15.39 0.2011
2021-02-05 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,525 1,579 7.92 2,710 11.66 0.1984
2020-11-12 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,946 322 1.64 2,427 2.41 0.1954
2020-08-07 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,624 1,769 9.91 2,370 19.64 0.1962
2020-05-08 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,855 1,151 6.89 1,981 -11.52 0.1815
2020-02-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,704 1,121 7.19 2,239 -1.19 0.1801
2019-11-05 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,583 871 5.92 2,266 11.68 0.1789
2019-08-13 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,712 861 6.22 2,029 3.84 0.1668
2019-05-13 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,851 1,531 12.43 1,954 39.57 0.1696
2019-02-08 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,320 1,426 13.09 1,400 -15.00 0.1368
2018-11-09 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,894 331 3.13 1,647 11.59 0.1403
2018-08-09 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,563 891 9.21 1,476 -0.54 0.1370
2018-05-10 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,672 716 7.99 1,484 8.01 0.1371
2018-02-12 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,956 856 10.57 1,374 16.94 0.1249
2017-11-02 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,100 1,014 14.31 1,175 7.80 0.1090
2017-08-11 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,086 536 8.18 1,090 -4.47 0.1038
2017-05-12 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,550 -425 -6.09 1,141 -1.47 0.1099
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,975 205 3.03 1,158 7.72 0.1124
2016-11-09 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,770 1,089 19.17 1,075 24.71 0.1079
2016-08-10 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,681 1,291 29.41 862 29.62 0.0889
2016-05-12 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,390 565 14.77 665 26.43 0.0711
2016-02-09 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,825 755 24.59 526 18.20 0.0556
2015-11-10 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,070 507 19.78 445 6.71 0.0515
2015-08-06 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,563 13 0.51 417 1.96 0.0476
2015-05-05 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,550 0 0.00 409 0.00 0.0478
2015-02-11 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,550 0 0.00 409 -15.50 0.0452
2014-10-30 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,550 0 0.00 484 4.76 0.0600
2014-07-28 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,550 -50 -1.92 462 -7.60 0.0588
2014-05-09 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,600 -1,080 -29.35 500 -27.43 0.0645
2014-02-12 2013-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 3,680 759 25.98 689 27.36 0.0908
2014-02-10 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,050 391
2013-10-24 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,921 152 5.49 541 2.27 0.0820
2013-07-30 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,769 2,769 529 0.0830
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.