International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionO'Brien Wealth Partners LLC
Latest Disclosed Ownership1,736 shares
Latest Disclosed Value $ 514,119
O'Brien Wealth Partners LLC reports 0.46% increase in ownership of IBM / International Business Machines Corporation

On January 22, 2026 - O'Brien Wealth Partners LLC filed a 13F-HR form disclosing ownership of 1,736 shares of International Business Machines Corporation (MX:IBM) valued at $514,119 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 22, 2025 disclosing 1,728 shares of International Business Machines Corporation. This represents a change in shares of 0.46% 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)
2026-01-22 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,736 8 0.46 514 5.54 0.0680
2025-10-22 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,728 7 0.41 488 -3.94 0.0660
2025-07-09 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,721 0 0.00 507 18.74 0.0796
2025-04-28 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,721 26 1.53 428 14.78 0.0797
2025-01-28 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,695 10 0.59 373 0.00 0.0672
2024-10-23 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,685 3 0.18 373 28.28 0.0731
2024-07-22 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,682 3 0.18 291 -9.37 0.0654
2024-04-18 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,679 2 0.12 321 16.79 0.0741
2024-01-25 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,677 24 1.45 274 18.61 0.0716
2023-10-24 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,653 15 0.92 232 5.48 0.0665
2023-08-07 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,638 -5 -0.30 219 1.86 0.0645
2023-05-08 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,643 -16 -0.96 215 -7.73 0.0679
2023-02-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,659 -2 -0.12 234 18.27 0.0928
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,661 -12 -0.72 197 -16.53 0.0829
2022-07-22 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,673 48 2.95 236 8.26 0.0986
2022-05-10 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,625 55 3.50 218 1.40 0.0865
2022-02-09 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,570 1 0.06 215 -4.44 0.0746
2021-10-07 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,569 -691 -30.58 225 -29.69 0.0786
2021-07-12 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,260 369 19.51 320 25.00 0.1058
2021-04-13 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,891 126 7.14 256 12.78 0.0848
2021-01-11 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,765 35 2.02 227 0.00 0.0820
2020-10-09 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,730 1,730 227 0.0927
2020-04-03 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,661 -100.00 0 -100.00
2020-01-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,661 -2,251 -57.54 223 -60.81 0.1593
2019-10-04 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,912 2,089 114.59 569 120.54 0.4469
2019-07-08 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,823 94 5.44 258 5.74 0.1887
2019-04-05 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,729 9 0.52 244 16.75 0.1725
2019-01-17 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,720 -1,890 -52.35 209 -61.72 0.1431
2018-10-09 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 3,610 3,610 546 0.3547
2018-07-11 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 0 -1,693 -100.00 0 -100.00
2018-04-11 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,693 7 0.42 260 0.39 0.1789
2018-01-10 2017-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 1,686 -119 -6.59 259 -1.15 0.1635
2018-01-08 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,805 0 262
2017-10-12 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,805 0 0.00 262 -5.76 0.1363
2017-07-06 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,805 0 0.00 278 -11.46 0.1468
2017-05-25 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,805 0 0.00 314 4.67 0.1744
2017-01-11 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,805 -12 -0.66 300 3.81 0.1794
2016-11-14 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,817 0 0.00 289 4.71 0.1887
2016-11-14 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,817 0 0.00 276 0.36 0.1925
2016-11-14 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,817 0 0.00 275 10.00 0.2137
2016-11-14 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,817 1,817 250 0.2444
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.