International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionPeninsula Asset Management Inc
Latest Disclosed Ownership11,650 shares
Latest Disclosed Value $ 2,823,844
Peninsula Asset Management Inc reports 6.70% increase in ownership of IBM / International Business Machines Corporation

On May 5, 2026 - Peninsula Asset Management Inc filed a 13F-HR form disclosing ownership of 11,650 shares of International Business Machines Corporation (MX:IBM) valued at $2,823,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,918 shares of International Business Machines Corporation. This represents a change in shares of 6.70% 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)
2026-05-05 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,650 732 6.70 2,824 -12.71 1.4420
2026-02-12 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,918 -197 -1.77 3,234 3.13 1.6597
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,115 135 1.23 3,136 -3.09 1.6102
2025-08-07 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,980 -206 -1.84 3,237 16.36 1.7088
2025-05-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,186 11,186 2,782 1.5443
2021-02-12 2020-12-31 13F IBM COM 459200101 0 -18,270 -100.00 0 -100.00
2020-11-12 2020-09-30 13F IBM COM 459200101 18,270 -135 -0.73 2,223 0.05 1.4871
2020-08-10 2020-06-30 13F IBM COM 459200101 18,405 4,652 33.83 2,222 45.61 1.5854
2020-05-21 2020-03-31 13F IBM COM 459200101 13,753 1,693 14.04 1,526 -5.57 1.2567
2020-02-11 2019-12-31 13F IBM COM 459200101 12,060 -115 -0.94 1,616 -8.70 1.0700
2019-11-15 2019-09-30 13F IBM COM 459200101 12,175 300 2.53 1,770 8.06 1.2113
2019-08-15 2019-06-30 13F IBM COM 459200101 11,875 -110 -0.92 1,638 -3.13 1.1592
2019-05-15 2019-03-31 13F IBM COM 459200101 11,985 1,088 9.98 1,691 36.48 1.2192
2019-02-15 2018-12-31 13F IBM COM 459200101 10,897 -2,385 -17.96 1,239 -38.33 1.0297
2018-11-15 2018-09-30 13F IBM COM 459200101 13,282 150 1.14 2,009 9.54 1.3841
2018-08-15 2018-06-30 13F IBM COM 459200101 13,132 -48 -0.36 1,834 -9.30 1.3311
2018-05-15 2018-03-31 13F IBM COM 459200101 13,180 260 2.01 2,022 2.02 1.4807
2018-02-15 2017-12-31 13F IBM COM 459200101 12,920 -355 -2.67 1,982 2.91 1.4695
2017-11-14 2017-09-30 13F IBM COM 459200101 13,275 -325 -2.39 1,926 -7.98 1.4143
2017-08-14 2017-06-30 13F IBM COM 459200101 13,600 -252 -1.82 2,093 -13.23 1.5650
2017-05-12 2017-03-31 13F IBM COM 459200101 13,852 267 1.97 2,412 6.96 1.8598
2017-02-14 2016-12-31 13F IBM COM 459200101 13,585 -63 -0.46 2,255 4.01 1.8281
2016-11-15 2016-09-30 13F IBM COM 459200101 13,648 693 5.35 2,168 10.22 1.6655
2016-08-12 2016-06-30 13F IBM COM 459200101 12,955 715 5.84 1,967 6.09 1.6154
2016-05-12 2016-03-31 13F IBM COM 459200101 12,240 -67 -0.54 1,854 9.45 1.5653
2016-02-12 2015-12-31 13F IBM COM 459200101 12,307 -698 -5.37 1,694 -10.18 1.4776
2015-11-13 2015-09-30 13F IBM COM 459200101 13,005 413 3.28 1,886 -7.91 1.5679
2015-08-14 2015-06-30 13F IBM COM 459200101 12,592 380 3.11 2,048 -2.10 1.6832
2015-05-14 2015-03-31 13F IBM COM 459200101 12,212 415 3.52 2,092 10.51 1.6788
2015-02-06 2014-12-31 13F IBM COM 459200101 11,797 -380 -3.12 1,893 -18.12 1.5459
2014-11-14 2014-09-30 13F IBM COM 459200101 12,177 235 1.97 2,312 6.79 1.9334
2014-08-14 2014-06-30 13F IBM COM 459200101 11,942 -198 -1.63 2,165 -7.36 1.7837
2014-05-14 2014-03-31 13F IBM COM 459200101 12,140 -98 -0.80 2,337 1.83 1.9079
2014-02-06 2013-12-31 13F IBM COM 459200101 12,238 63 0.52 2,295 1.77 1.8536
2013-11-14 2013-09-30 13F IBM COM 459200101 12,175 -195 -1.58 2,255 -4.61 2.0277
2013-08-14 2013-06-30 13F IBM COM 459200101 12,370 12,370 2,364 2.2147
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.