International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionVenture Visionary Partners LLC
Latest Disclosed Ownership11,582 shares
Latest Disclosed Value $ 2,807,478
Venture Visionary Partners LLC reports 0.24% increase in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Venture Visionary Partners LLC filed a 13F-HR form disclosing ownership of 11,582 shares of International Business Machines Corporation (MX:IBM) valued at $2,807,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,554 shares of International Business Machines Corporation. This represents a change in shares of 0.24% 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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,582 28 0.24 2,807 -22.97 0.0935
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,554 101 0.88 3,645 12.78 0.1188
2025-10-06 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,453 -160 -1.38 3,232 -5.61 0.1109
2025-07-17 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 11,613 -1,659 -12.50 3,424 3.73 0.1285
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,272 -5,597 -29.66 3,300 -20.44 0.1382
2025-07-14 2024-12-31 13F/A-01 INTERNATIONAL BUSINESS MACHS COM 459200101 18,869 1,567 9.06 4,148 8.44 0.1757
2025-02-12 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 38,074 20,772 8,372 0.2499
2024-10-21 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 17,302 -4,281 -19.84 3,825 2.46 0.1661
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,583 -331 -1.51 3,733 -10.78 0.1718
2024-05-13 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,914 867 4.12 4,185 21.56 0.1984
2024-02-15 2023-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 21,047 -1,910 -8.32 3,442 6.86 0.1815
2024-01-24 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,399 -1,558 3,500 0.1891
2023-10-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,957 371 1.64 3,221 6.59 0.1937
2023-07-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,586 1,213 5.68 3,022 7.89 0.1778
2023-04-13 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 21,373 3,117 17.07 2,802 8.90 0.1775
2023-02-09 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,256 1,213 7.12 2,572 27.08 0.1862
2022-11-14 2022-09-30 13F IBM COM 459200101 17,043 1,554 10.03 2,024 -7.41 0.1642
2022-07-26 2022-06-30 13F IBM COM 459200101 15,489 1,520 10.88 2,187 20.37 0.1663
2022-05-03 2022-03-31 13F IBM COM 459200101 13,969 -13 -0.09 1,816 -2.78 0.1210
2022-02-08 2021-12-31 13F IBM COM 459200101 13,982 320 2.34 1,868 -0.11 0.1214
2021-10-20 2021-09-30 13F IBM COM 459200101 13,662 -217 -1.56 1,870 -8.06 0.1330
2021-08-05 2021-06-30 13F IBM COM 459200101 13,879 1,183 9.32 2,034 20.28 0.1631
2021-04-27 2021-03-31 13F IBM COM 459200101 12,696 2,818 28.53 1,691 36.04 0.1412
2021-01-27 2020-12-31 13F IBM COM 459200101 9,878 6,289 175.23 1,243 185.09 0.1367
2020-10-22 2020-09-30 13F IBM COM 459200101 3,589 352 10.87 436 11.79 0.1063
2020-08-11 2020-06-30 13F IBM COM 459200101 3,237 1,373 73.66 390 89.32 0.1135
2020-05-07 2020-03-31 13F IBM COM 459200101 1,864 1,864 206 0.0777
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.