International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership34,966 shares
Latest Disclosed Value $ 10,357,243
Global Retirement Partners, LLC reports 31.60% increase in ownership of IBM / International Business Machines Corporation

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 34,966 shares of International Business Machines Corporation (MX:IBM) valued at $10,357,243 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 26,570 shares of International Business Machines Corporation. This represents a change in shares of 31.60% 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)
2026-02-06 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,966 8,396 31.60 10,357 38.15 0.1838
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,570 -1,020 -3.70 7,497 -7.81 0.1678
2025-08-12 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,590 2,351 9.31 8,133 46.58 0.2016
2025-01-31 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,239 -137 -0.54 5,548 -1.11 0.1590
2024-10-16 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,376 1,539 6.46 5,610 36.10 0.1695
2024-07-23 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,837 3,710 18.43 4,123 7.26 0.1291
2024-04-23 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,127 1,568 8.45 3,844 24.05 0.1433
2024-01-18 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 18,559 3,962 27.14 3,099 50.46 0.1297
2023-10-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,597 307 2.15 2,059 7.69 0.1037
2023-07-20 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 14,290 863 6.43 1,912 15.39 0.0934
2023-05-08 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 13,427 2,718 25.38 1,658 9.88 0.0880
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,709 2,801 35.42 1,509 37.84 0.1036
2022-11-03 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 7,908 1,097 16.11 1,094 13.72 0.0828
2022-07-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,811 270 4.13 962 9.94 0.0773
2022-07-14 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,541 6,541 875 0.0688
2022-01-21 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -3,986 -100.00 0 -100.00
2021-10-22 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,986 1,911 92.10 554 82.24 0.0548
2021-07-15 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,075 334 19.18 304 31.03 0.0311
2021-04-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,741 64 3.82 232 9.95 0.0272
2021-01-13 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,677 48 2.95 211 6.57 0.0264
2020-10-09 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,629 -742 -31.29 198 -30.77 0.0290
2020-07-13 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,371 638 36.81 286 48.96 0.0456
2020-04-28 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,733 -220 -11.26 192 -26.72 0.0363
2020-01-23 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,953 630 47.62 262 36.46 0.0401
2019-11-19 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,323 -1,541 -53.81 192 -51.39 0.0316
2019-11-19 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,864 1,369 91.57 395 87.20 0.0756
2019-05-07 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,495 40 2.75 211 27.88 0.0510
2019-02-22 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,455 -2,526 -63.45 165 -72.59 0.0422
2018-10-17 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,981 829 26.30 602 36.82 0.1361
2018-08-13 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,152 -15 -0.47 440 -9.47 0.1113
2018-08-10 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,167 66 2.13 486 2.10 0.1339
2018-08-13 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,101 580 23.01 476 30.05 0.1308
2018-08-10 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,521 300 13.51 366 7.02 0.1513
2018-08-10 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,221 -291 -11.58 342 -21.74 0.1608
2018-08-10 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,512 -94 -3.61 437 0.92 0.2443
2018-08-10 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,606 2,606 433 0.2909
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.