International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionDiversified Trust Co
Latest Disclosed Ownership26,538 shares
Latest Disclosed Value $ 6,432,702
Diversified Trust Co reports 24.15% increase in ownership of IBM / International Business Machines Corporation

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 26,538 shares of International Business Machines Corporation (MX:IBM) valued at $6,432,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 21,375 shares of International Business Machines Corporation. This represents a change in shares of 24.15% 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.

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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)
2026-04-16 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,538 5,163 24.15 6,433 1.60 0.0788
2026-01-09 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,375 208 0.98 6,332 6.01 0.1165
2025-10-20 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,167 -540 -2.49 5,973 -6.66 0.1193
2025-07-11 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,707 1,055 5.11 6,399 24.60 0.1420
2025-04-24 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,652 2,930 16.53 5,136 31.84 0.1270
2025-01-07 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,722 1,820 11.45 3,896 10.81 0.0950
2024-10-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,902 -45 -0.28 3,516 27.45 0.0886
2024-07-16 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,947 3,738 30.62 2,758 18.32 0.0779
2024-04-18 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,209 -1,219 -9.08 2,332 6.15 0.0703
2024-01-08 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,428 -1,216 -8.30 2,196 6.91 0.0738
2023-11-17 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,644 1,234 9.20 2,055 14.49 0.0777
2023-07-18 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,410 638 5.00 1,794 7.17 0.0655
2023-04-07 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,772 1,469 13.00 1,674 167,300.00 0.0652
2023-01-17 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,303 -631 -5.29 2 -99.93 0.0663
2022-10-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,934 -1,382 -10.38 1,418 -24.57 0.0642
2022-07-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,316 -551 -3.97 1,880 4.27 0.0788
2022-04-07 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,867 -802 -5.47 1,803 -8.06 0.0629
2022-01-13 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,669 -4,790 -24.62 1,961 -27.45 0.0646
2022-01-13 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,459 1,737 9.80 2,703 4.04 0.0972
2021-07-20 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,722 4,367 32.70 2,598 45.96 0.0937
2021-05-10 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,355 -1,242 -8.51 1,780 -3.10 0.0686
2021-01-08 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,597 -272 -1.83 1,837 1.55 0.0745
2020-10-15 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,869 5,957 66.84 1,809 68.12 0.0835
2020-07-07 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,912 997 12.60 1,076 22.55 0.0544
2020-04-10 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,915 -203 -2.50 878 -19.30 0.0513
2020-01-09 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 8,118 5,055 165.03 1,088 144.49 0.0488
2019-10-09 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,063 -163 -5.05 445 0.00 0.0209
2019-07-12 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,226 -305 -8.64 445 -10.64 0.0212
2019-05-22 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,531 0 0.00 498 24.19 0.0243
2019-01-18 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,531 449 14.57 401 -13.95 0.0224
2018-11-26 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,082 -150 -4.64 466 3.10 0.0232
2018-07-23 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,232 -5 -0.15 452 -9.05 0.0288
2018-06-01 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,237 -288 -8.17 497 -8.13 0.0317
2018-01-19 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,525 34 0.97 541 6.71 0.0331
2017-10-17 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,491 -121 -3.35 507 -8.81 0.0387
2017-07-18 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,612 -2,496 -40.86 556 -47.74 0.0452
2017-04-21 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,108 71 1.18 1,064 6.19 0.0816
2017-02-22 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,037 404 7.17 1,002 11.96 0.0851
2016-11-03 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,633 -3,894 -40.87 895 -38.11 0.1046
2016-07-26 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,527 2 0.02 1,446 0.21 0.1668
2016-05-02 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,525 -132 -1.37 1,443 8.58 0.1589
2016-01-27 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,657 8 0.08 1,329 -5.00 0.1424
2015-11-02 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,649 39 0.41 1,399 -10.49 0.1503
2015-07-15 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,610 164 1.74 1,563 3.10 0.1477
2015-04-29 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 9,446 9,446 0.00 1,516 0.1313
2015-02-04 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -10,163 -100.00 0 -100.00
2014-08-15 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,163 -5,283 -34.20 1,842 -36.42 0.1536
2014-02-10 2013-12-31 13F IBM Common 459200101 15,446 462 3.08 2,897 4.40 0.2954
2013-10-18 2013-09-30 13F IBM Common 459200101 14,984 1,812 13.76 2,775 10.21 0.2932
2013-07-23 2013-06-30 13F IBM Common 459200101 13,172 13,172 2,518 0.2995
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.