International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionWhalerock Point Partners, Llc
Latest Disclosed Ownership2,218 shares
Latest Disclosed Value $ 537,621
Whalerock Point Partners, Llc ownership in IBM / International Business Machines Corporation

On May 15, 2026 - Whalerock Point Partners, Llc filed a 13F-HR form disclosing ownership of 2,218 shares of International Business Machines Corporation (MX:IBM) valued at $537,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,218 shares of International Business Machines Corporation. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F International Business Machine COM 459200101 2,218 0 0.00 538 -18.14 0.1038
2026-02-13 2025-12-31 13F International Business Machine COM 459200101 2,218 0 0.00 657 4.96 0.1250
2025-11-12 2025-09-30 13F International Business Machine COM 459200101 2,218 0 0.00 626 -4.29 0.1271
2025-08-13 2025-06-30 13F International Business Machine COM 459200101 2,218 0 0.00 654 18.51 0.1414
2025-05-15 2025-03-31 13F International Business Machine COM 459200101 2,218 0 0.00 552 13.14 0.1309
2025-02-14 2024-12-31 13F International Business Machine COM 459200101 2,218 252 12.82 488 12.21 0.1133
2024-11-13 2024-09-30 13F International Business Machine COM 459200101 1,966 0 0.00 435 27.65 0.1034
2024-08-13 2024-06-30 13F International Business Machine COM 459200101 1,966 40 2.08 340 -7.36 0.0910
2024-05-15 2024-03-31 13F International Business Machine COM 459200101 1,926 0 0.00 368 16.88 0.1003
2024-02-14 2023-12-31 13F/A-1 International Business Machine COM 459200101 1,926 0 0.00 315 16.30 0.0974
2024-02-14 2023-12-31 13F International Business Machine COM 459200101 1,926 0 315 0.0974
2023-11-14 2023-09-30 13F International Business Machine COM 459200101 1,926 0 0.00 270 5.06 0.0936
2023-08-14 2023-06-30 13F International Business Machine COM 459200101 1,926 101 5.53 258 7.53 0.0874
2023-05-10 2023-03-31 13F International Business Machine COM 459200101 1,825 1,825 239 0.0889
2019-11-12 2019-09-30 13F International Business Machine COM 459200101 0 -1,749 -100.00 0 -100.00
2019-08-09 2019-06-30 13F International Business Machine COM 459200101 1,749 0 0.00 241 -2.43 0.1377
2019-05-13 2019-03-31 13F International Business Machine COM 459200101 1,749 1,749 247 0.1615
2017-08-08 2017-06-30 13F International Business Machine COM 459200101 0 -2,038 -100.00 0 -100.00
2017-04-19 2017-03-31 13F International Business Machine COM 459200101 2,038 0 0.00 355 5.03 0.1325
2017-03-01 2016-12-31 13F International Business Machine COM 459200101 2,038 550 36.96 338 43.22 0.1330
2016-11-18 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,488 0 0.00 236 4.89 0.0977
2016-05-25 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,488 -596 -28.60 225 -21.33 0.0971
2016-02-10 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,084 -125 -5.66 286 -10.62 0.1245
2015-11-09 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,209 921 71.51 320 53.11 0.1380
2015-07-28 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,288 0 0.00 209 1.46 0.0864
2015-06-09 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,288 -25 -1.90 206 -1.90 0.0839
2015-02-24 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,313 -1,520 -53.65 210 -60.82 0.0887
2014-11-17 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,833 1,100 63.47 536 70.70 0.2419
2014-08-26 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,733 -475 -21.51 314 -25.94 0.1492
2014-05-29 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,208 0 0.00 424 2.66 0.2160
2014-02-18 2013-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,208 2,208 413 0.2159
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.