International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership8,772 shares
Latest Disclosed Value $ 2,126,218
Newman Dignan & Sheerar, Inc. reports 3.60% decrease in ownership of IBM / International Business Machines Corporation

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 8,772 shares of International Business Machines Corporation (MX:IBM) valued at $2,126,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 9,100 shares of International Business Machines Corporation. This represents a change in shares of -3.60% 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)
2026-04-13 2026-03-31 13F International Business Machines COM 459200101 8,772 -328 -3.60 2,126 -21.11 0.4476
2026-01-22 2025-12-31 13F International Business Machines COM 459200101 9,100 225 2.54 2,696 7.63 0.5617
2025-10-09 2025-09-30 13F International Business Machines COM 459200101 8,875 -726 -7.56 2,504 -11.52 0.5407
2025-07-18 2025-06-30 13F International Business Machines COM 459200101 9,601 -589 -5.78 2,830 11.73 0.6505
2025-05-14 2025-03-31 13F/A-1 International Business Machines COM 459200101 10,190 -90 -0.88 2,534 12.13 0.6916
2025-05-02 2025-03-31 13F International Business Machines COM 459200101 10,280 0 2,260 0.5788
2025-01-30 2024-12-31 13F International Business Machines COM 459200101 10,280 -295 -2.79 2,260 0.36 0.5788
2024-11-12 2024-09-30 13F International Business Machines COM 459200101 10,575 421 4.15 2,252 28.19 0.5393
2024-07-15 2024-06-30 13F International Business Machines COM 459200101 10,154 -260 -2.50 1,756 -11.67 0.4529
2024-04-29 2024-03-31 13F International Business Machines COM 459200101 10,414 -115 -1.09 1,989 15.45 0.5317
2024-02-09 2023-12-31 13F International Business Machines COM 459200101 10,529 294 2.87 1,722 19.92 0.5200
2023-11-08 2023-09-30 13F International Business Machines COM 459200101 10,235 -284 -2.70 1,436 2.06 0.4713
2023-08-02 2023-06-30 13F International Business Machines COM 459200101 10,519 15 0.14 1,408 2.25 0.4345
2023-04-28 2023-03-31 13F International Business Machines COM 459200101 10,504 67 0.64 1,377 -6.39 0.4420
2023-01-20 2022-12-31 13F International Business Machines COM 459200101 10,437 89 0.86 1,471 19.51 0.4871
2022-10-18 2022-09-30 13F International Business Machines COM 459200101 10,348 97 0.95 1,230 -15.00 0.1927
2022-08-03 2022-06-30 13F International Business Machines COM 459200101 10,251 14 0.14 1,447 8.72 0.4937
2022-04-14 2022-03-31 13F International Business Machines COM 459200101 10,237 138 1.37 1,331 -1.41 0.2554
2022-01-18 2021-12-31 13F International Business Machines COM 459200101 10,099 -59 -0.58 1,350 -4.32 0.4092
2021-10-07 2021-09-30 13F International Business Machines COM 459200101 10,158 209 2.10 1,411 -3.22 0.4077
2021-07-28 2021-06-30 13F International Business Machines COM 459200101 9,949 199 2.04 1,458 12.24 0.4914
2021-05-05 2021-03-31 13F International Business Machines COM 459200101 9,750 -427 -4.20 1,299 1.41 0.4710
2021-01-29 2020-12-31 13F International Business Machines COM 459200101 10,177 172 1.72 1,281 5.26 0.2060
2020-10-14 2020-09-30 13F International Business Machines COM 459200101 10,005 418 4.36 1,217 3.31 0.5086
2020-08-06 2020-06-30 13F International Business Machine COM 459200101 9,587 1,592 19.91 1,178 24.13 0.5085
2020-04-20 2020-03-31 13F International Business Machine COM 459200101 7,995 1,038 14.92 949 1.71 0.4968
2020-01-15 2019-12-31 13F International Business Machine COM 459200101 6,957 1,653 31.17 933 21.01 0.0996
2019-10-21 2019-09-30 13F International Business Machine COM 459200101 5,304 627 13.41 771 19.53 0.3632
2019-07-31 2019-06-30 13F International Business Machine COM 459200101 4,677 -284 -5.72 645 -7.86 0.0172
2019-04-09 2019-03-31 13F International Business Machine COM 459200101 4,961 1 0.02 700 24.11 0.2813
2019-01-23 2018-12-31 13F International Business Machine COM 459200101 4,960 905 22.32 564 -6.62 0.0478
2018-10-25 2018-09-30 13F International Business Machine COM 459200101 4,055 2,115 109.02 604 122.88 0.2644
2018-07-06 2018-06-30 13F International Business Machine COM 459200101 1,940 -180 -8.49 271 -18.37 0.0181
2018-04-17 2018-03-31 13F International Business Machine COM 459200101 2,120 -150 -6.61 332 -4.60 0.1677
2018-01-29 2017-12-31 13F International Business Machine COM 459200101 2,270 355 18.54 348 25.18 0.1741
2017-10-18 2017-09-30 13F International Business Machine COM 459200101 1,915 0 0.00 278 -5.76 0.1482
2017-08-08 2017-06-30 13F International Business Machine COM 459200101 1,915 0 0.00 295 -11.41 0.1637
2017-04-10 2017-03-31 13F International Business Machine COM 459200101 1,915 -100 -4.96 333 -0.60 0.1475
2017-01-27 2016-12-31 13F International Business Machine COM 459200101 2,015 120 6.33 335 11.30 0.2043
2016-10-27 2016-09-30 13F International Business Machine COM 459200101 1,895 0 0.00 301 4.51 0.1892
2016-07-08 2016-06-30 13F International Business Machine COM 459200101 1,895 0 0.00 288 7.87 0.1800
2016-04-11 2016-03-31 13F International Business Machine Equities 459200101 1,895 125 7.06 267 9.43 0.1942
2016-01-13 2015-12-31 13F International Business Machine COM 459200101 1,770 -7 -0.39 244 -5.43 0.1723
2015-10-23 2015-09-30 13F International Business Machine COM 459200101 1,777 0 0.00 258 -10.73 0.1659
2015-07-15 2015-06-30 13F International Business Machine COM 459200101 1,777 0 0.00 289 1.40 0.2081
2015-04-10 2015-03-31 13F International Business Machine COM 459200101 1,777 1,777 0.00 285 0.2035
2015-01-28 2014-12-31 13F International Business Machine COM 459200101 0 -2,840 -100.00 0 -100.00
2014-10-16 2014-09-30 13F International Business Machine COM 459200101 2,840 -370 -11.53 539 -7.39 0.4049
2014-07-22 2014-06-30 13F International Business Machine COM 459200101 3,210 -11 -0.34 582 -6.13 0.3314
2014-05-07 2014-03-31 13F International Business Machine COM 459200101 3,221 -27 -0.83 620 1.81 0.4412
2014-02-12 2013-12-31 13F International Business Machine COM 459200101 3,248 -224 -6.45 609 -5.29 0.0298
2013-10-24 2013-09-30 13F International Business Machine COM 459200101 3,472 -73 -2.06 643 -5.16 0.4998
2013-08-20 2013-06-30 13F International Business Machine COM 459200101 3,545 3,545 678 0.0521
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.