International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionKeystone Financial Group
Latest Disclosed Ownership5,732 shares
Latest Disclosed Value $ 1,388,054
Keystone Financial Group reports 0.07% increase in ownership of IBM / International Business Machines Corporation

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 5,732 shares of International Business Machines Corporation (MX:IBM) valued at $1,388,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,728 shares of International Business Machines Corporation. This represents a change in shares of 0.07% 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)
2026-05-13 2026-03-31 13F IBM Equtities 459200101 5,732 4 0.07 1,388 -18.16 0.0934
2026-02-06 2025-12-31 13F IBM Equities 459200101 5,728 185 3.34 1,697 8.44 0.1255
2025-11-17 2025-09-30 13F/A-1 INTL BUSINESS Common Stock 459200101 5,543 355 6.84 1,564 2.29 0.1195
2025-11-14 2025-09-30 13F INTL BUSINESS Common Stock 459200101 5,188 0 1,529 0.1216
2025-08-13 2025-06-30 13F INTL BUSINESS Common Stock 459200101 5,188 683 15.16 1,529 36.52 0.1380
2025-05-13 2025-03-31 13F INTL BUSINESS Common Stock 459200101 4,505 -243 -5.12 1,120 7.38 0.1139
2025-02-13 2024-12-31 13F INTL BUSINESS Common Stock 459200101 4,748 1,135 31.41 1,044 30.70 0.1026
2025-02-19 2024-09-30 13F/A-3 INTL BUSINESS Common Stock 459200101 3,613 408 12.73 799 44.04 0.1022
2025-02-18 2024-09-30 13F/A-2 INTL BUSINESS Common Stock 459200101 8,195 4,990 795 0.1034
2025-02-13 2024-09-30 13F/A-1 INTL BUSINESS Common Stock 459200101 15,320 12,115 324 0.0418
2024-11-12 2024-09-30 13F INTL BUSINESS Common Stock 459200101 3,613 408 799 0.2637
2024-07-31 2024-06-30 13F INTL BUSINESS Common Stock 459200101 3,205 75 2.40 554 -7.20 0.1986
2024-05-08 2024-03-31 13F INTL BUSINESS Common Stock 459200101 3,130 696 28.59 598 50.00 0.0871
2024-02-14 2023-12-31 13F/A-1 INTL BUSINESS Common Stock 459200101 2,434 0 0.00 398 16.72 0.0692
2024-02-09 2023-12-31 13F INTL BUSINESS Common Stock 459200101 2,434 0 398 0.0692
2023-11-06 2023-09-30 13F INTL BUSINESS Common Stock 459200101 2,434 51 2.14 341 7.23 0.0572
2023-08-07 2023-06-30 13F INTL BUSINESS Common Stock 459200101 2,383 2 0.08 319 -5.07 0.0542
2023-02-07 2022-12-31 13F INTL BUSINESS Common Stock 459200101 2,381 316 15.30 335 36.73 0.0662
2022-11-10 2022-09-30 13F INTL BUSINESS Common Stock 459200101 2,065 4 0.19 245 -15.81 0.0497
2022-08-05 2022-06-30 13F INTL BUSINESS Common Stock 459200101 2,061 51 2.54 291 11.49 0.0577
2022-05-13 2022-03-31 13F INTL BUSINESS Common Stock 459200101 2,010 67 3.45 261 0.38 0.0443
2022-02-11 2021-12-31 13F INTL BUSINESS Common Stock 459200101 1,943 -194 -9.08 260 -12.46 0.0427
2021-11-12 2021-09-30 13F INTL BUSINESS Common Stock 459200101 2,137 1 0.05 297 -5.11 0.0537
2021-08-13 2021-06-30 13F INTL BUSINESS Common Stock 459200101 2,136 -70 -3.17 313 6.46 0.0567
2021-05-11 2021-03-31 13F INTL BUSINESS Common Stock 459200101 2,206 269 13.89 294 20.49 0.0573
2021-02-10 2020-12-31 13F INTL BUSINESS Common Stock 459200101 1,937 -714 -26.93 244 -24.46 0.0507
2020-11-13 2020-09-30 13F INTL BUSINESS Common Stock 459200101 2,651 -11 -0.41 323 0.62 0.0793
2020-08-13 2020-06-30 13F INTL BUSINESS Common Stock 459200101 2,662 -28 -1.04 321 7.72 0.0872
2020-05-05 2020-03-31 13F/A-1 INTL BUSINESS Common Stock 459200101 2,690 429 18.97 298 -1.65 0.0988
2020-05-05 2020-03-31 13F INTL BUSINESS Common Stock 459200101 2,261 0 303 81,401.7215
2020-02-06 2019-12-31 13F INTL BUSINESS Common Stock 459200101 2,261 1 0.04 303 -7.90 0.0814
2019-11-07 2019-09-30 13F INTL BUSINESS Common Stock 459200101 2,260 108 5.02 329 10.77 0.1012
2019-08-07 2019-06-30 13F INTL BUSINESS Common Stock 459200101 2,152 -244 -10.18 297 -12.13 0.0966
2019-05-07 2019-03-31 13F INTL BUSINESS Common Stock 459200101 2,396 522 27.85 338 58.69 0.1202
2019-02-11 2018-12-31 13F INTL BUSINESS Common Stock 459200101 1,874 1,874 213 0.0962
2018-08-14 2018-06-30 13F INTL BUSINESS Common Stock 459200101 0 -1,339 -100.00 0 -100.00
2018-05-15 2018-03-31 13F INTL BUSINESS Common Stock 459200101 1,339 -77 -5.44 201 -12.99 0.1116
2018-02-09 2017-12-31 13F INTL BUSINESS Common Stock 459200101 1,416 1,416 231 0.1436
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.