International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionDempze Nancy E
Latest Disclosed Ownership5,460 shares
Latest Disclosed Value $ 1,323,449
Dempze Nancy E reports 5.21% decrease in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Dempze Nancy E filed a 13F-HR form disclosing ownership of 5,460 shares of International Business Machines Corporation (MX:IBM) valued at $1,323,449 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 5,760 shares of International Business Machines Corporation. This represents a change in shares of -5.21% 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)
2026-05-14 2026-03-31 13F INTL BUSINESS MACH COM 459200101 5,460 -300 -5.21 1,323 -22.45 0.1420
2026-02-14 2025-12-31 13F INTL BUSINESS MACH COM 459200101 5,760 2,000 53.19 1,706 60.94 0.8889
2025-11-10 2025-09-30 13F INTL BUSINESS MACH COM 459200101 3,760 0 0.00 1,061 -4.33 0.5827
2025-07-23 2025-06-30 13F INTL BUSINESS MACH COM 459200101 3,760 0 0.00 1,108 18.63 0.6393
2025-05-06 2025-03-31 13F INTL BUSINESS MACH COM 459200101 3,760 0 0.00 935 13.08 0.5614
2025-02-13 2024-12-31 13F INTL BUSINESS MACH COM 459200101 3,760 0 0.00 827 -0.60 0.4773
2024-11-12 2024-09-30 13F INTL BUSINESS MACH COM 459200101 3,760 2,460 189.23 831 270.98 0.4638
2024-08-12 2024-06-30 13F INTL BUSINESS MACH COM 459200101 1,300 1,300 225 0.1543
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.