International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionRosenberg Matthew Hamilton
Latest Disclosed Ownership1,878 shares
Latest Disclosed Value $ 455,329
Rosenberg Matthew Hamilton reports 2.29% increase in ownership of IBM / International Business Machines Corporation

On April 6, 2026 - Rosenberg Matthew Hamilton filed a 13F-HR form disclosing ownership of 1,878 shares of International Business Machines Corporation (MX:IBM) valued at $455,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 1,836 shares of International Business Machines Corporation. This represents a change in shares of 2.29% 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)
2026-04-06 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,878 42 2.29 455 -16.21 0.0933
2026-01-05 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,836 0 0.00 544 4.83 0.1127
2025-11-10 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,836 0 0.00 518 -4.25 0.1120
2025-07-28 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,836 -175 -8.70 541 8.20 0.1259
2025-04-28 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,011 94 4.90 500 18.76 0.1254
2025-01-14 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,917 -3 -0.16 422 -0.71 0.1095
2024-10-28 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,920 0 0.00 425 26.19 0.1111
2024-07-26 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,920 0 0.00 336 -7.69 0.0993
2024-04-22 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,920 -195 -9.22 365 5.51 0.1053
2024-01-16 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,115 -27 -1.26 346 15.00 0.1064
2023-10-11 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,142 97 4.74 300 9.89 0.1001
2023-07-26 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,045 124 6.45 274 8.76 0.0925
2023-04-17 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,921 -179 -8.52 252 -14.92 0.0813
2023-01-19 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,100 1 0.05 296 18.47 0.1002
2022-10-21 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,099 3 0.14 249 -15.88 0.0963
2022-07-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,096 123 6.23 296 15.18 0.1116
2022-04-14 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,973 83 4.39 257 1.58 0.0899
2022-01-20 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,890 -106 -5.31 253 -8.66 0.0901
2021-10-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,996 42 2.15 277 -3.15 0.1094
2021-07-26 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,954 2 0.10 286 78.75 0.1489
2021-04-30 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,952 155 8.63 160 -29.20 0.0913
2021-02-03 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,797 71 4.11 226 7.62 0.1410
2020-10-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,726 -70 -3.90 210 -3.23 0.1543
2020-08-04 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,796 25 1.41 217 10.15 0.1728
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,771 1,771 197 0.1959
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.