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IBM · International Business Machines Corp

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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IBM

Name: INTERNATIONAL BUSINESS MACHINES CORP (IBM) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

INTERNATIONAL BUSINESS MACHINES CORP

INDUSTRIALS · COMPUTER & OFFICE EQUIPMENT · CIK 0000051143

CONGRESS · 5FORM 144 · 1☆ WATCH

INSIDER NET · 180D

-$5.8M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

1,963

13F, latest reported quarter

REVENUE GROWTH

+7.6%

XBRL, annual

NET MARGIN

15.7%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$5.8M over 180 days

-$5.8M over 90 days

below 68% of Industrials

CONGRESS

5 members bought in the last year

more than 94% of Industrials

FUNDS

1,963 funds added or opened last quarter

more than 99% of Industrials

REVENUE

+7.6% year over year

more than 54% of Industrials

MARGIN

15.7% net margin

more than 90% of Industrials

BUYBACKS

no share repurchases reported

SHORT

2.4% of shares outstanding short · 1.8 days to cover · settled 2026-07-31

below 60% of Industrials

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

1,963 funds added or opened positions in the latest 13F quarter, of 3,629 holders.

5 members of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -1.6%

-1.6%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $5.8M sold by insiders over 180 days, 1,963 funds added last quarter, 5 Congress member(s) bought in 12 months, $5.8M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

DELL ANET TDG TSLA PANW AXON STX KTOS CRCT OFLX JOBY FTNT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, INTERNATIONAL BUSINESS MACHINES CORP insiders sold a net $5.8M of stock across 15 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Thomas Robert David

Senior Vice President

SELL

2026-08-26

25,000.0

$5.8M

HOWARD MICHELLE J

Director

BUY

2026-02-25

50.0

$11.9K

Miebach Michael

Director

BUY

2026-02-25

434.0

$101.3K

FARR DAVID N

Director

BUY

2026-01-30

1,000.0

$304.0K

Thomas Robert David

Senior Vice President

SELL

2025-03-03

26,543.0

$6.7M

15 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 10 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

76,763,481.0 sh

$21.6B

VANGUARD CAPITAL MANAGEMENT LLC

61,385,366.0 sh

$17.3B

STATE STREET CORP

56,045,055.0 sh

$15.8B

VANGUARD PORTFOLIO MANAGEMENT LLC

28,348,295.0 sh

$8.0B

GEODE CAPITAL MANAGEMENT, LLC

23,448,500.0 sh

$6.6B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

Robert Thomas

FILED 2026-08-26

$5.8M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Select Enterprise Technology Services Portfolio

$97.0M POSITION · AS OF 2026-02-28

9.7%

First Trust NASDAQ Technology Dividend Index Fund

$298.6M POSITION · AS OF 2026-03-31

8.4%

FT Vest Technology Dividend Target Income ETF

$29.2M POSITION · AS OF 2026-04-30

7.0%

AXS Green Alpha ETF

$2.1M POSITION · AS OF 2026-03-31

4.9%

Invesco Dow Jones Industrial Average Dividend ETF

$21.6M POSITION · AS OF 2026-04-30

4.8%

State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF

$526.5K POSITION · AS OF 2026-03-31

4.7%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Government contracts

USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue

Department Of Homeland Security

EADIS SOFTWARE DEVELOPMENT · 2008-09-05

$580.4M

Social Security Administration

THE GOVERNMENT INTENDS TO ESTABLISH A SINGLE-AWARD DELIVERY ORDER BASE PLUS FOUR 1YEAR OPTION PERIOD · 2016-12-31

$525.4M

Department Of Veterans Affairs

BENEFITS TRANSFORMATION PLATFORM · 2023-04-15

$489.2M

Department Of Defense

IGF::OT::IGF GENERAL FUND ENTERPRISE SYSTEM (GFEBS) SUSTAINMENT AWARD · 2016-12-22

$315.4M

Department Of Veterans Affairs

SUSTAINMENT, ENHANCEMENT AND TRANSITION SUPPORT OF VAS ENTERPRISE CORE HR SOLUTION - HRSMART. THE C · 2023-01-01

$310.4M

Department Of Defense

THE PURPOSE OF THIS REQUIREMENT IS TO PROVIDE INFORMATION TECHNOLOGY SERVICES AND SUPPORT ON BEHALF · 2021-09-27

$199.9M

FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY

Executive pay vs shareholder return · Mr. Krishna

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$38.0M

$83.6M

$16.3M

+203%

+110%

2024

$25.1M

$57.1M

$11.5M

+119%

+69%

2023

$20.4M

$32.8M

$9.9M

+57%

+35%

2022

$16.6M

$23.9M

$8.3M

+29%

-8%

2021

$17.6M

$23.8M

$8.7M

+17%

+30%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$67.5B	$62.8B	$61.9B	$60.5B
GROSS PROFIT	$39.3B	$35.6B	$34.3B	$32.7B
NET INCOME	$10.6B	$6.0B	$7.5B	$1.6B
EPS (DILUTED)	11.17	6.43	8.14	1.80
OPERATING CASH FLOW	$13.2B	$13.4B	$13.9B	$10.4B
CASH	$13.6B	$13.9B	$13.1B	$7.9B
LONG-TERM DEBT	$54.8B	$49.9B	$50.1B	$46.2B
DIVIDENDS PAID	$6.3B	$6.1B	$6.0B	$5.9B

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE