International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionMather Group, Llc.
Latest Disclosed Ownership6,511 shares
Latest Disclosed Value $ 1,578,101
Mather Group, Llc. reports 13.75% increase in ownership of IBM / International Business Machines Corporation

On April 13, 2026 - Mather Group, Llc. filed a 13F-HR form disclosing ownership of 6,511 shares of International Business Machines Corporation (MX:IBM) valued at $1,578,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 5,724 shares of International Business Machines Corporation. This represents a change in shares of 13.75% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,511 787 13.75 1,578 -6.90 0.0157
2026-01-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,724 -58 -1.00 1,696 3.92 0.0175
2025-10-21 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,782 -234 -3.89 1,632 -8.01 0.0165
2025-07-15 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,016 122 2.07 1,774 21.02 0.0189
2025-04-25 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,894 936 18.88 1,466 34.40 0.0169
2025-01-27 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,958 -296 -5.63 1,090 -6.12 0.0141
2024-10-07 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,254 -4,981 -48.67 1,162 -40.58 0.0149
2024-07-09 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,235 5,517 116.94 1,955 153.44 0.0241
2024-04-09 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,718 -290 -5.79 772 -5.86 0.0122
2024-02-05 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,008 262 5.52 819 23.16 0.0129
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,746 -31 -0.65 666 4.07 0.0118
2023-08-08 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,777 -967 -16.83 639 -15.03 0.0102
2023-05-09 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,744 1,418 32.78 753 23.48 0.0134
2023-03-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,326 -500 -10.36 609 6.28 0.0117
2022-11-15 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,826 1,277 35.98 573 14.37 0.0123
2022-08-16 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,549 64 1.84 501 10.60 0.0114
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,485 -728 -17.28 453 -19.54 0.0089
2022-02-15 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,213 -97 -2.25 563 -6.01 0.0110
2021-11-04 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,310 27 0.63 599 -4.62 0.0144
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,283 -105 -2.39 628 7.35 0.0159
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,388 -540 -10.96 585 -5.65 0.0166
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 4,928 -530 -9.71 620 -6.63 0.0202
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 5,458 -742 -11.97 664 -11.35 0.0261
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 6,200 2,372 61.96 749 76.24 0.0343
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,828 1,691 79.13 425 48.60 0.0297
2020-02-14 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,137 2,137 286 0.0179
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.