International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionIsthmus Partners, Llc
Latest Disclosed Ownership2,183 shares
Latest Disclosed Value $ 529,137
Isthmus Partners, Llc ownership in IBM / International Business Machines Corporation

On April 29, 2026 - Isthmus Partners, Llc filed a 13F-HR form disclosing ownership of 2,183 shares of International Business Machines Corporation (MX:IBM) valued at $529,137 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,183 shares of International Business Machines Corporation. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F International Business Machines COM 459200101 2,183 0 0.00 529 -18.11 0.0555
2026-02-05 2025-12-31 13F IBM COM 459200101 2,183 -600 -21.56 647 -17.71 0.0718
2025-11-10 2025-09-30 13F IBM COM 459200101 2,783 235 9.22 785 4.53 0.1742
2025-08-13 2025-06-30 13F IBM COM 459200101 2,548 927 57.19 751 86.35 0.0877
2025-05-01 2025-03-31 13F IBM COM 459200101 1,621 0 0.00 403 13.20 0.0505
2025-02-07 2024-12-31 13F IBM COM 459200101 1,621 1,621 356 0.0433
2021-11-10 2021-09-30 13F IBM COM 459200101 0 -1,022 -100.00 0 -100.00
2021-08-10 2021-06-30 13F IBM COM 459200101 1,022 1,022 150 0.0264
2020-02-07 2019-12-31 13F IBM COM 459200101 0 -1,440 -100.00 0 -100.00
2019-11-14 2019-09-30 13F IBM COM 459200101 1,440 1,440 209 0.0495
2019-08-09 2019-06-30 13F HYSTER-YALE MH COM 459200101 0 -16,680 -100.00 0 -100.00
2019-04-19 2019-03-31 13F HYSTER-YALE MH COM 459200101 16,680 16,680 1,040 0.2533
2019-02-04 2018-12-31 13F IBM COM 459200101 0 -1,072 -100.00 0 -100.00
2018-11-14 2018-09-30 13F IBM COM 459200101 1,072 0 0.00 162 8.00 0.0408
2018-08-02 2018-06-30 13F IBM COM 459200101 1,072 0 0.00 150 -8.54 0.0391
2018-05-11 2018-03-31 13F IBM COM 459200101 1,072 0 0.00 164 0.00 0.0443
2018-02-05 2017-12-31 13F IBM COM 459200101 1,072 0 0.00 164 -0.61 0.0446
2017-08-11 2017-06-30 13F IBM SPONSORED ADR 459200101 1,072 -5 -0.46 165 -12.23 0.0483
2017-05-10 2017-03-31 13F IBM SPONSORED ADR 459200101 1,077 0 0.00 188 5.03 0.0552
2017-02-06 2016-12-31 13F IBM SPONSORED ADR 459200101 1,077 0 0.00 179 7.83 0.0540
2016-10-31 2016-09-30 13F IBM SPONSORED ADR 459200101 1,077 300 38.61 166 40.68 0.0526
2016-08-08 2016-06-30 13F IBM SPONSORED ADR 459200101 777 0 0.00 118 0.00 0.0388
2016-05-10 2016-03-31 13F IBM SPONSORED ADR 459200101 777 0 0.00 118 10.28 0.0394
2016-02-01 2015-12-31 13F IBM SPONSORED ADR 459200101 777 0 0.00 107 -5.31 0.0373
2015-10-27 2015-09-30 13F IBM SPONSORED ADR 459200101 777 0 0.00 113 -10.32 0.0414
2015-08-11 2015-06-30 13F IBM COM 459200101 777 0 0.00 126 0.80 0.0416
2015-06-01 2015-03-31 13F INTL BUSINESS MACHINES COM 459200101 777 0 0.00 125 0.00 0.0423
2015-04-20 2014-12-31 13F INTL BUSINESS MACHINES COM 459200101 777 777 125 0.0425
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.