International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership853,976 shares
Latest Disclosed Value $ 206,995,243
Mackenzie Financial Corp reports 19.26% decrease in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 853,976 shares of International Business Machines Corporation (MX:IBM) valued at $206,995,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 1,057,735 shares of International Business Machines Corporation. This represents a change in shares of -19.26% 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)
2026-05-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 853,976 -203,759 -19.26 206,995 -35.08 0.2484
2026-02-18 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,057,735 39,325 3.86 318,860 10.96 0.3776
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,018,410 -281,648 -21.66 287,355 -25.02 0.3481
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,300,058 261,631 25.19 383,231 48.42 0.4965
2025-05-07 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,038,427 595,194 134.28 258,215 165.01 0.3671
2025-05-02 2024-12-31 13F/A-2 INTERNATIONAL BUSINESS MACHS COM 459200101 443,233 42,557 10.62 97,436 10.00 0.1328
2025-02-20 2024-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 443,233 42,557 97,436 0.1266
2025-02-14 2024-12-31 13F International Business Machine Common Stock 459200101 443,233 42,557 96,862 0.1391
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 400,676 10,826 2.78 88,581 31.38 0.1233
2024-08-14 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 389,850 -61,975 -13.72 67,425 -21.85 0.1002
2024-05-10 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 451,825 35,300 8.47 86,281 26.66 0.1243
2024-01-30 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 416,525 -49,310 -10.59 68,123 4.17 0.1027
2023-10-25 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 465,835 47,509 11.36 65,399 16.96 0.1100
2023-08-03 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 418,326 79,609 23.50 55,918 25.93 0.0848
2023-04-24 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 338,717 84,600 33.29 44,402 24.02 0.0686
2023-02-14 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 254,117 93,572 58.28 35,803 87.70 0.0598
2022-10-07 2022-09-30 13F International Business Machine Common Stock 459200101 160,545 -105,388 -39.63 19,074 -49.20 0.0328
2022-08-10 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 265,933 37,873 16.61 37,547 26.63 0.0601
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 228,060 11,767 5.44 29,652 2.57 0.0398
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 216,293 14,834 7.36 28,910 8.14 0.0390
2021-11-08 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 201,459 20,500 11.33 26,734 0.78 0.0379
2021-08-11 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 180,959 -25,757 -12.46 26,527 -3.70 0.0369
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 206,716 -8,790 -4.08 27,547 1.54 0.0420
2021-02-10 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 215,506 26,666 14.12 27,128 18.07 0.0586
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 188,840 -14,400 -7.09 22,976 -6.39 0.0571
2020-08-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 203,240 -6,791 -3.23 24,545 5.35 0.0657
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 210,031 -52,829 -20.10 23,299 -33.87 0.0749
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 262,860 35,090 15.41 35,234 6.38 0.0867
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 227,770 21,283 10.31 33,122 16.32 0.0870
2019-08-23 2019-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 206,487 -69,008 -25.05 28,475 -26.75 0.0735
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 206,487 -69,008 28,475
2019-05-15 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 275,495 203,474 282.52 38,872 374.80 0.0938
2019-02-06 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 72,021 -249,687 -77.61 8,187 -83.17 0.0215
2018-11-15 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 321,708 -304,559 -48.63 48,645 -44.40 0.1184
2018-08-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 626,267 -23,891 -3.67 87,489 -12.30 0.2232
2018-05-14 2018-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 650,158 -2,929 -0.45 99,754 -0.44 0.2543
2018-05-14 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 650,158 99,754
2018-02-13 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 653,087 40,599 6.63 100,197 12.76 0.2419
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 612,488 18,983 3.20 88,860 -2.67 0.4792
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 593,505 1,000 0.17 91,299 -11.51 0.5082
2017-05-25 2017-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 592,505 -5,802 -0.97 103,179 3.89 0.6034
2017-05-12 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 592,505 103,179
2017-02-14 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 598,307 -28,842 -4.60 99,313 -0.31 0.5949
2016-11-15 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 627,149 283,951 82.74 99,623 91.25 0.6220
2016-08-12 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 343,198 336,698 5,179.97 52,091 5,193.80 0.2943
2016-05-12 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,500 -4,453 -40.66 984 -34.70 0.0089
2016-02-12 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,953 0 0.00 1,507 -5.10 0.0094
2015-11-13 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,953 -1,030 -8.60 1,588 -18.52 0.0096
2015-08-13 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,983 -314 -2.55 1,949 -1.27 0.0106
2015-05-13 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,297 214 1.77 1,974 1.81 0.0104
2015-02-11 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,083 -35 -0.29 1,939 -15.70 0.0099
2014-11-12 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,118 1,042 9.41 2,300 14.54 0.0115
2014-08-11 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,076 -81,396 -88.02 2,008 -88.72 0.0093
2014-05-14 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 92,472 -69,918 -43.06 17,800 -41.56 0.0873
2014-02-11 2013-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 162,390 -233,618 -58.99 30,459 -58.46 0.1539
2014-02-03 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 162,390 30,459
2013-11-12 2013-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 396,008 112,083 39.48 73,333 35.15 0.3712
2013-08-20 2013-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 283,925 283,925 54,261 0.2588
2013-08-09 2013-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 283,925 54,261 0.2596
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.