International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionDakota Wealth Management
Latest Disclosed Ownership31,339 shares
Latest Disclosed Value $ 7,596,320
Dakota Wealth Management reports 44.71% decrease in ownership of IBM / International Business Machines Corporation

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 31,339 shares of International Business Machines Corporation (MX:IBM) valued at $7,596,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 56,680 shares of International Business Machines Corporation. This represents a change in shares of -44.71% 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)
2026-05-07 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 31,339 -25,341 -44.71 7,596 -54.76 0.1644
2026-01-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 56,680 19,631 52.99 16,789 60.61 0.2979
2025-11-10 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,049 -43,802 -54.18 10,454 -56.14 0.2107
2025-07-16 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 80,851 43,662 117.41 23,833 157.74 0.5018
2025-05-02 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,189 -8,882 -19.28 9,247 -8.69 0.2163
2025-01-17 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 46,071 -23,936 -34.19 10,128 -34.57 0.2329
2024-10-23 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 70,007 -1,921 -2.67 15,477 24.42 0.3497
2024-07-22 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 71,928 -37,139 -34.05 12,440 -40.27 0.2924
2024-04-24 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 109,067 101,209 1,287.97 20,827 1,520.78 0.5171
2024-01-30 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,858 2,322 41.94 1,285 65.59 0.0499
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,536 1,492 36.89 777 43.44 0.0343
2023-07-31 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,044 1,521 60.29 541 63.94 0.0255
2023-04-14 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,523 152 6.41 331 -1.20 0.0221
2023-02-08 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,371 -7,639 -76.31 334 -71.91 0.0237
2022-11-10 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,010 10,010 1,189 0.0962
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -4,252 -100.00 0 -100.00
2020-11-04 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,252 -17,263 -80.24 517 -80.10 0.0815
2020-08-07 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,515 -3,147 -12.76 2,598 -5.04 0.4445
2020-04-29 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,662 12,088 96.13 2,736 62.37 0.5973
2020-02-06 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,574 -2,229 -15.06 1,685 -21.74 0.2701
2019-11-14 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,803 7,014 90.05 2,153 100.47 0.3706
2019-08-07 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,789 2,249 40.60 1,074 37.34 0.2055
2019-04-29 2019-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 5,540 -13,912 -71.52 782 -73.41 0.1555
2019-01-22 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,452 -465 -2.33 2,941 -2.32 0.6659
2018-11-07 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 19,917 19,917 3,011 0.6766
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.