International Business Machines Corp

Optimist Retirement Group LLC IBM

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/9/2026

Shares

10,020

Value ($000)

2,968

Weight

1.4%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/9/2026	2,968	1.4%	10,020	12/31/2025
2025 Q3	11/17/2025	2,841	1.3%	10,069	9/30/2025
2025 Q2	8/15/2025	2,925	1.4%	9,923	6/30/2025