International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionPinnacle Holdings, LLC
Latest Disclosed Ownership11,918 shares
Latest Disclosed Value $ 2,888,804
Pinnacle Holdings, LLC reports 11.87% increase in ownership of IBM / International Business Machines Corporation

On May 8, 2026 - Pinnacle Holdings, LLC filed a 13F-HR form disclosing ownership of 11,918 shares of International Business Machines Corporation (MX:IBM) valued at $2,888,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,653 shares of International Business Machines Corporation. This represents a change in shares of 11.87% 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)
2026-05-08 2026-03-31 13F International Business Machines COM 459200101 11,918 1,265 11.87 2,889 -8.46 0.9340
2026-02-12 2025-12-31 13F International Business Machines COM 459200101 10,653 502 4.95 3,156 10.16 1.0661
2025-11-12 2025-09-30 13F International Business Machines COM 459200101 10,151 -48 -0.47 2,864 -4.72 0.9985
2025-08-07 2025-06-30 13F International Business Machines COM 459200101 10,199 602 6.27 3,006 25.98 1.0845
2025-05-13 2025-03-31 13F International Business Machines COM 459200101 9,597 -414 -4.14 2,386 8.45 0.9069
2025-02-13 2024-12-31 13F International Business Machines COM 459200101 10,011 -627 -5.89 2,201 -6.42 0.8306
2024-11-12 2024-09-30 13F International Business Machines COM 459200101 10,638 -263 -2.41 2,352 24.72 0.9183
2024-08-13 2024-06-30 13F International Business Machines COM 459200101 10,901 -66 -0.60 1,885 -9.98 0.7663
2024-05-09 2024-03-31 13F IBM COM 459200101 10,967 -785 -6.68 2,094 8.95 0.8414
2024-02-14 2023-12-31 13F International Business Machines COM 459200101 11,752 459 4.06 1,922 21.34 0.7908
2023-11-14 2023-09-30 13F IBM COM 459200101 11,293 -1,094 -8.83 1,584 -4.41 0.7423
2023-08-11 2023-06-30 13F International Business Machines COM 459200101 12,387 -71 -0.57 1,658 1.47 0.7399
2023-05-12 2023-03-31 13F International Business Machines COM 459200101 12,458 29 0.23 1,633 -6.74 0.7569
2023-02-13 2022-12-31 13F International Business Machines COM 459200101 12,429 -1,618 -11.52 1,751 4.98 0.7831
2022-11-14 2022-09-30 13F/A-1 International Business Machines COM 459200101 14,047 42 0.30 1,669 -15.63 0.7816
2022-11-14 2022-09-30 13F International Business Machines COM 459200101 14,005 0 1,977 0.9056
2022-08-11 2022-06-30 13F International Business Machines COM 459200101 14,005 427 3.14 1,977 12.01 0.9056
2022-05-13 2022-03-31 13F International Business Machines COM 459200101 13,578 1,248 10.12 1,765 7.10 0.6934
2022-02-14 2021-12-31 13F International Business Machines COM 459200101 12,330 28 0.23 1,648 -3.57 0.6924
2021-11-12 2021-09-30 13F International Business Machines COM 459200101 12,302 -349 -2.76 1,709 -99.91 0.7499
2021-08-13 2021-06-30 13F International Business Machines COM 459200101 12,651 -108 -0.85 1,854,510 108,988.82 0.8527
2021-05-12 2021-03-31 13F IBM COM 459200101 12,759 -28 -0.22 1,700 5.66 0.7868
2021-02-12 2020-12-31 13F International Business Machines COM 459200101 12,787 -275 -2.11 1,610 1.26 0.8486
2020-11-13 2020-09-30 13F/A-1 IBM COM 459200101 13,062 -8,061 -38.16 1,589 -37.71 0.9188
2020-11-13 2020-09-30 13F IBM COM 459200101 19,255 -1,868 2,800 1,055.3413
2020-08-13 2020-06-30 13F International Business Machines COM 459200101 21,123 217 1.04 2,551 10.00 1.2175
2020-05-14 2020-03-31 13F IBM COM 459200101 20,906 1,610 8.34 2,319 -10.32 1.3300
2020-02-14 2019-12-31 13F IBM COM 459200101 19,296 41 0.21 2,586 -7.64 0.9715
2019-11-14 2019-09-30 13F IBM COM 459200101 19,255 -82 -0.42 2,800 5.03 1.0553
2019-08-13 2019-06-30 13F IBM COM 459200101 19,337 57 0.30 2,667 -1.99 0.9907
2019-05-13 2019-03-31 13F International Business Machines COM 459200101 19,280 -51 -0.26 2,720 23.81 1.0183
2019-02-12 2018-12-31 13F IBM COM 459200101 19,331 171 0.89 2,197 -24.16 0.9075
2018-11-13 2018-09-30 13F IBM COM 459200101 19,160 -59 -0.31 2,897 7.94 1.0004
2018-08-14 2018-06-30 13F IBM COM 459200101 19,219 -443 -2.25 2,685 -11.01 0.9359
2018-05-14 2018-03-31 13F IBM COM 459200101 19,662 3,062 18.45 3,017 18.46 1.1301
2018-02-12 2017-12-31 13F IBM COM 459200101 16,600 42 0.25 2,547 6.00 0.9255
2017-11-13 2017-09-30 13F International Business Machines COM 459200101 16,558 1,145 7.43 2,402 1.35 0.8869
2017-08-14 2017-06-30 13F IBM COM 459200101 15,413 1,585 11.46 2,371 -1.58 0.9214
2017-05-12 2017-03-31 13F IBM COM 459200101 13,828 -117 -0.84 2,408 4.06 0.9277
2017-02-13 2016-12-31 13F IBM COM 459200101 13,945 -969 -6.50 2,315 -2.32 0.9000
2016-11-14 2016-09-30 13F IBM COM 459200101 14,914 -177 -1.17 2,369 3.45 0.9323
2016-08-09 2016-06-30 13F IBM COM 459200101 15,091 -126 -0.83 2,291 -0.61 0.9792
2016-05-16 2016-03-31 13F IBM COM 459200101 15,217 -99 -0.65 2,305 9.35 1.1027
2016-02-11 2015-12-31 13F IBM COM 459200101 15,316 -264 -1.69 2,108 -6.69 0.9827
2015-11-13 2015-09-30 13F IBM COM 459200101 15,580 270 1.76 2,259 -9.32 0.9721
2015-08-13 2015-06-30 13F IBM COM 459200101 15,310 -321 -2.05 2,490 -0.72 0.9086
2015-05-12 2015-03-31 13F IBM COM 459200101 15,631 -298 -1.87 2,509 -1.84 0.9097
2015-02-12 2014-12-31 13F IBM COM 459200101 15,929 -502 -3.06 2,556 -18.08 0.8418
2014-11-12 2014-09-30 13F IBM COM 459200101 16,431 2,761 20.20 3,119 25.92 0.8061
2014-08-13 2014-06-30 13F IBM COM 459200101 13,670 -271 -1.94 2,478 -7.68 0.6061
2014-05-28 2014-03-31 13F IBM COM 459200101 13,941 717 5.42 2,684 8.19 0.7433
2014-02-13 2013-12-31 13F IBM COM 459200101 13,224 -789 -5.63 2,480 -4.39 0.7212
2013-11-20 2013-09-30 13F/A-1 IBM COM 459200101 14,013 -623 -4.26 2,595 -7.26 0.8225
2013-11-12 2013-09-30 13F IBM COM 459200101 14,013 -623 2,595 769.4270
2013-08-14 2013-06-30 13F IBM CMN STK 459200101 14,636 14,636 2,797 0.8774
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.