Follow The Filings

IBM IBM

Information Technology, filed as INTERNATIONAL BUSINESS MACHS (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 1 Owner
  • #298
  • Max 0.2%
  • Master 0.00%
  • $400K
  • 1 add 1 exit

In 2026 Q3 Kentucky Trust added to IBM, while David Katz sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.2% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.

  1. Kentucky Trust Co. Add 0.20%

Who owns IBM

Sorted by value, long equity only, as of 2026 Q3.

History
Kentucky Trust Co., Kentucky Trust 0.20% Add +8.9% 1,819 $400K History
David Katz, Matrix Asset Advisors exited 2026 Q3 Last 2026 Q2 0.02% Exit −0.02% 755 $212K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IBM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IBM insider trades
  • $417K bought by 3 insiders
  • $5.8M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Robert David Thomas Senior Vice President
    Sale
    $5.8M 25,000 shares at $230.32 34% of stake
    Traded Aug 26 Filed Aug 28
  2. Michael Miebach Director
    Buy
    $101K 434 shares at $233.33 New stake
    Traded Feb 25 Filed Feb 25
  3. Michelle J Howard Director
    Buy
    $12K 50 shares at $237.83 +35% to stake
    Traded Feb 25 Filed Feb 25
  4. David N Farr Director
    Buy
    $304K 1,000 shares at $304.00 +12% to stake
    Traded Jan 30 Filed Jan 30

Also filed in the last 12 months, not counted as buying or selling: 34 share withholdings for taxes, 27 option exercises, 7 stock grants, and 5 gifts.

Congress

19 members of Congress traded IBM in the last three years: 38 buys and 29 sales. 27 members listed it in 2025 annual reports.

All Congress trades
  1. Maria Elvira Salazar R-FL-27 Sell $1K–$15K Sep 4 filed Oct 7
  2. Maria Elvira Salazar R-FL-27 Sell $1K–$15K Sep 4 filed Oct 7
  3. Lloyd Doggett D-TX-37 Buy $1K–$15K Sep 10 filed Oct 5
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 18 filed Sep 10
  5. Maria Elvira Salazar R-FL-27 Partial sale $1K–$15K Aug 24 filed Sep 9
  6. Maria Elvira Salazar R-FL-27 Partial sale $1K–$15K Aug 24 filed Sep 9

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.02,5.03,9.01
8-K 9.01
424B5
424B3
10-Q
8-K 2.02,9.01
8-K 2.02,7.01,9.01
8-K 1.01,2.03,9.01
8-K 7.01
8-K 5.02,5.03,5.07

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $61.86B $62.75B $67.54B
Gross profit $34.3B $35.55B $39.3B
Gross margin * 55.4% 56.7% 58.2%
Net income $7.5B $6.02B $10.59B
Net margin * 12.1% 9.6% 15.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $32.91B $34.48B $36.94B
Total non-current assets * $102.33B $102.69B $114.94B
Total assets $135.24B $137.18B $151.88B
Total current liabilities $34.12B $33.14B $38.66B
Total non-current liabilities * $78.51B $76.64B $80.48B
Total equity $22.53B $27.31B $32.65B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $13.93B $13.44B $13.19B
Cash from investing -$7.07B -$4.94B -$10.3B
Cash from financing -$1.77B -$7.08B -$3.83B
Net change in cash $5.1B $1.07B -$0.52B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.