International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership43,585 shares
Latest Disclosed Value $ 10,564,569
Umb Bank N A/mo reports 2.27% decrease in ownership of IBM / International Business Machines Corporation

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 43,585 shares of International Business Machines Corporation (MX:IBM) valued at $10,564,569 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,597 shares of International Business Machines Corporation. This represents a change in shares of -2.27% 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)
2026-05-11 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 43,585 -1,012 -2.27 10,565 -20.03 0.1330
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 44,597 481 1.09 13,210 6.13 0.1757
2025-11-04 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 44,116 -5,672 -11.39 12,448 -15.19 0.1832
2025-07-11 2025-06-30 13F/A-01 INTERNATIONAL BUSINESS MACHS COM 459200101 49,788 -1,829 -3.54 14,677 14.34 0.2287
2025-07-10 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,617 0 12,835 0.1862
2025-04-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,617 -2,747 -5.05 12,835 7.41 0.2115
2025-01-16 2024-12-31 13F INTL BUSINESS MCHN COM 459200101 54,364 -2,717 -4.76 11,951 -5.30 0.1890
2024-10-09 2024-09-30 13F INTL BUSINESS MCHN COM 459200101 57,081 -3,489 -5.76 12,619 20.47 0.1965
2024-07-29 2024-06-30 13F INTL BUSINESS MCHN COM 459200101 60,570 -27,963 -31.58 10,476 -38.04 0.1718
2024-04-26 2024-03-31 13F INTL BUSINESS MCHN COM 459200101 88,533 -160,892 -64.51 16,906 -58.56 0.2677
2024-01-23 2023-12-31 13F INTL BUSINESS MCHN COM 459200101 249,425 -70,517 -22.04 40,793 -9.12 0.5963
2023-10-18 2023-09-30 13F INTL BUSINESS MCHN COM 459200101 319,942 -78,863 -19.77 44,888 -15.89 0.7204
2023-07-25 2023-06-30 13F INTL BUSINESS MCHN COM 459200101 398,805 -21,298 -5.07 53,364 -3.10 0.8099
2023-04-11 2023-03-31 13F INTL BUSINESS MCHN COM 459200101 420,103 3,108 0.75 55,071 94,850.00 0.8808
2023-01-10 2022-12-31 13F IBM COM 459200101 416,995 -12,189 -2.84 59 -99.89 0.9288
2022-10-13 2022-09-30 13F IBM COM 459200101 429,184 -5,864 -1.35 50,991 -16.99 0.8599
2022-07-20 2022-06-30 13F IBM COM 459200101 435,048 6,414 1.50 61,424 10.22 0.9564
2022-04-22 2022-03-31 13F INTL BUSINESS MCHN COM 459200101 428,634 14,067 3.39 55,731 0.58 0.7376
2022-02-09 2021-12-31 13F INTL BUSINESS MCHN COM 459200101 414,567 285,030 220.04 55,411 207.89 0.6998
2021-10-18 2021-09-30 13F International Business COMMON 459200101 129,537 103,997 407.19 17,997 380.69 0.4048
2021-07-26 2021-06-30 13F International Business COMMON 459200101 25,540 -1,673 -6.15 3,744 3.25 0.0857
2021-04-15 2021-03-31 13F International Business COMMON 459200101 27,213 -3,862 -12.43 3,626 -7.31 0.0886
2021-02-04 2020-12-31 13F International Business COMMON 459200101 31,075 -49 -0.16 3,912 4.07 0.1053
2020-10-16 2020-09-30 13F International Business COMMON 459200101 31,124 0 0.00 3,759 0.00 0.1165
2020-07-16 2020-06-30 13F International Business COMMON 459200101 31,124 -3,621 -10.42 3,759 -2.46 0.1165
2020-05-26 2020-03-31 13F International Business COMMON 459200101 34,745 -4,152 -10.67 3,854 -26.08 0.1381
2020-01-31 2019-12-31 13F International Business COMMON 459200101 38,897 -7,419 -16.02 5,214 -22.58 0.1436
2019-10-30 2019-09-30 13F International Business COMMON 459200101 46,316 -479 -1.02 6,735 4.37 0.1617
2019-07-30 2019-06-30 13F International Business COMMON 459200101 46,795 -151 -0.32 6,453 -2.58 0.1584
2019-04-30 2019-03-31 13F International Business COMMON 459200101 46,946 -203 -0.43 6,624 23.61 0.2020
2019-01-24 2018-12-31 13F International Business COMMON 459200101 47,149 -1,665 -3.41 5,359 -27.39 0.1636
2018-10-22 2018-09-30 13F International Business COMMON 459200101 48,814 7,086 16.98 7,381 26.60 0.2193
2018-07-31 2018-06-30 13F International Business COMMON 459200101 41,728 -637 -1.50 5,830 -10.31 0.1851
2018-04-25 2018-03-31 13F International Business COMMON 459200101 42,365 250 0.59 6,500 0.60 0.2099
2018-01-22 2017-12-31 13F International Business COMMON 459200101 42,115 -339 -0.80 6,461 4.90 0.2106
2017-10-11 2017-09-30 13F International Business COMMON 459200101 42,454 -665 -1.54 6,159 -7.15 0.2118
2017-08-02 2017-06-30 13F International Business COMMON 459200101 43,119 -2,618 -5.72 6,633 -16.71 0.2322
2017-04-24 2017-03-31 13F International Business COMMON 459200101 45,737 -856 -1.84 7,964 2.97 0.2786
2017-01-18 2016-12-31 13F International Business COMMON 459200101 46,593 832 1.82 7,734 6.40 0.2847
2016-10-28 2016-09-30 13F International Business COMMON 459200101 45,761 835 1.86 7,269 6.61 0.2929
2016-07-26 2016-06-30 13F International Business COMMON 459200101 44,926 -7,642 -14.54 6,818 -14.37 0.2869
2016-04-20 2016-03-31 13F International Business COMMON 459200101 52,568 -4,587 -8.03 7,962 1.22 0.3395
2016-01-19 2015-12-31 13F International Business COMMON 459200101 57,155 -718 -1.24 7,866 -6.25 0.3425
2015-10-28 2015-09-30 13F International Business COMMON 459200101 57,873 -1,867 -3.13 8,390 -13.67 0.4929
2015-07-20 2015-06-30 13F International Business COMMON 459200101 59,740 -3,706 -5.84 9,718 -4.57 0.4451
2015-04-17 2015-03-31 13F International Business COMMON 459200101 63,446 351 0.56 10,183 0.59 0.4591
2015-01-23 2014-12-31 13F International Business COMMON 459200101 63,095 -4,032 -6.01 10,123 -20.55 0.4528
2014-10-21 2014-09-30 13F International Business COMMON 459200101 67,127 -3,825 -5.39 12,742 -0.93 0.6217
2014-07-18 2014-06-30 13F International Business COMMON 459200101 70,952 -5,693 -7.43 12,861 -12.82 0.6108
2014-04-30 2014-03-31 13F International Business COMMON 459200101 76,645 -7,010 -8.38 14,753 -5.98 0.8263
2014-02-05 2013-12-31 13F International Business COMMON 459200101 83,655 -37,154 -30.75 15,691 -29.86 0.8608
2013-11-05 2013-09-30 13F/A-1 International Business COMMON 459200101 120,809 -3,348 -2.70 22,372 -5.71 1.2914
2013-11-01 2013-09-30 13F International Business COMMON 459200101 124,157 23,727
2013-08-13 2013-06-30 13F International Business COMMON 459200101 124,157 124,157 23,727 1.3913
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.