Global Retirement Partners, LLC
PensionPosition in IBM — International Business Machines Corp
CIK 1749744
San Rafael, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,890,735
-$1,466,543 QoQ
Shares Held
31,616
-9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#613
of 3,554 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $14,703,880 across 42 Information Technology Services names. IBM ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
31,616 | $8,890,735 | |
| 2 | APLD |
Applied Digital Corp.
|
39,513 | $1,473,834 | |
| 3 | ACN |
Accenture plc
|
9,319 | $1,159,656 | |
| 4 | CIFR |
Cipher Digital Inc.
|
23,671 | $579,939 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
3,138 | $323,119 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
12,339 | $319,086 | |
| 7 | G |
Genpact LTD
|
9,437 | $259,517 | |
| 8 | CACI |
Caci International Inc /De/
|
550 | $254,793 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,890,735 | 31,616 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $10,357,278 | 34,966 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,496,991 | 26,570 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,132,980 | 27,590 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,548,289 | 25,239 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,610,126 | 25,376 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,122,609 | 23,837 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,843,451 | 20,127 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,035,324 | 18,559 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,047,959 | 14,597 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,912,144 | 14,290 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,760,145 | 13,427 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,508,791 | 10,709 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $939,549 | 7,908 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $961,645 | 6,811 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $850,460 | 6,541 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $553,775 | 3,986 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $304,174 | 2,075 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $232,005 | 1,741 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $211,100 | 1,677 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $198,200 | 1,629 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $286,345 | 2,371 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $192,241 | 1,733 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||