Insider and congress filings
International Business Machines Corporation (IBM)
About International Business Machines Corporation
from the company's filings and listing- Exchange
- NYSE
- Sector
- Technology
- Industry
- Information Technology Services
- Chief executive
- Arvind Krishna
- Employees
- 264,300
- Listed since
- Sep 24, 1915
- Market value
- $226.1B
- Price to earnings
- 21.0
- Earnings per share
- $11.41
- Dividend yield
- 2.81%
Earnings
6 reported quarters · next on Oct 21, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 22, 2026 | $2.93 | $2.93 | $17.2B | $17.5B | EPS in lineRevenue miss |
| Q1 FY2026reported Apr 22, 2026 | $1.91 | $1.81 | $15.9B | $15.6B | EPS beatRevenue beat |
| Jan 28, 2026 | $4.52 | $4.31 | $19.7B | $19.2B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 22, 2025 | $2.65 | $2.45 | $16.3B | $16.1B | EPS beatRevenue in line |
| Q2 FY2025reported Jul 23, 2025 | $2.80 | $2.65 | $17.0B | $16.6B | EPS beatRevenue beat |
| Q1 FY2025reported Apr 23, 2025 | $1.60 | $1.42 | $14.5B | $14.4B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $21.6B | 76,763,481 | -1.0% | 8.17% |
| Vanguard Capital Management LLC | $17.3B | 61,385,366 | +0.9% | 6.53% |
| State Street Corp | $15.8B | 56,045,055 | +2.7% | 5.96% |
| Vanguard Portfolio Management LLC | $8.0B | 28,348,295 | +2.5% | 3.02% |
| Geode Capital Management, LLC | $6.6B | 23,448,500 | +1.6% | 2.49% |
| Morgan Stanley | $4.9B | 17,459,828 | -11.1% | 1.86% |
| Capital World Investors | $4.6B | 16,207,905 | -5.0% | 1.72% |
| Bank Of America Corp | $4.2B | 14,988,328 | -6.7% | 1.59% |
| Jpmorgan Chase & Co | $3.5B | 12,445,411 | -32.9% | 1.32% |
| Northern Trust Corp | $2.9B | 10,227,731 | -0.7% | 1.09% |
| Bank Of New York Mellon Corp | $2.6B | 9,269,877 | +29.3% | 0.99% |
| Norges Bank | $2.4B | 8,416,339 | +100.0% | 0.90% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
3 filings of 333 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Robert David ThomasSenior Vice President | Sold | 25,000 | $230.32 | $5.8M | Aug 26, 2026 | 2d |
| Michelle J. HowardDirector | Bought | 50 | $237.83 | $12K | Feb 25, 2026 | 0d |
| Michael MiebachDirector | Bought | 434 | $233.33 | $101K | Feb 25, 2026 | 0d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in IBM
20 disclosures of 256 on record · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | +12.8%S&P +2.6% · vs S&P 500 +10.2% | Jul 17, 2026 | Sep 4, 2026 | 49d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.6%S&P +1.1% · vs S&P 500 +1.5% | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +1.5%S&P -1.4% · vs S&P 500 +2.9% | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +9.5%S&P +1.6% · vs S&P 500 +8.0% | Jul 16, 2026 | Aug 10, 2026 | 25d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +13.6%S&P +1.0% · vs S&P 500 +12.6% | Jul 15, 2026 | Aug 10, 2026 | 26d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +12.7%S&P +2.7% · vs S&P 500 +9.9% | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -21.6%S&P +2.0% · vs S&P 500 -23.6% | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +1.5%S&P +20.2% · vs S&P 500 -18.7% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -17.5%S&P +2.5% · vs S&P 500 -20.0% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Lloyd Doggett | Stock | Purchase | $1,001 - $15,000 | -11.9%S&P +5.1% · vs S&P 500 -17.0% | Jun 10, 2026 | Jul 6, 2026 | 26d |
| Matthew Van Epps | Stock | Sale | $1,001 - $15,000 | -11.4%S&P +1.6% · vs S&P 500 -13.0% | Jun 16, 2026 | Jun 17, 2026 | 1d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +3.3%S&P +5.8% · vs S&P 500 -2.5% | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +9.4%S&P +3.2% · vs S&P 500 +6.3% | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -9.1%S&P +2.1% · vs S&P 500 -11.1% | May 27, 2026 | Jun 9, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | +9.4%S&P +3.2% · vs S&P 500 +6.3% | May 15, 2026 | Jun 8, 2026 | 24d |
| Maria Elvira Salazar | Stock | Purchase | $15,001 - $50,000 | -5.1%S&P +2.6% · vs S&P 500 -7.8% | May 21, 2026 | Jun 8, 2026 | 18d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +3.4%S&P +6.8% · vs S&P 500 -3.3% | Apr 24, 2026 | May 19, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +3.4%S&P +6.8% · vs S&P 500 -3.3% | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +0.9%S&P +11.1% · vs S&P 500 -10.2% | Apr 13, 2026 | May 11, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $15,001 - $50,000 | -0.1%S&P +9.8% · vs S&P 500 -9.9% | Apr 14, 2026 | May 8, 2026 | 24d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
22 members · estimate, as of Sep 10, 202622 members report a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lloyd Doggett | Democrat · House | $1,000,001 - $5,000,000 | 16.0% |
| Steve Cohen | Democrat · House | $250,001 - $500,000 | 9.8% |
| Thom Tillis | Republican · Senate | $100,001 - $250,000 | 9.4% |
| J. French Hill | Republican · House | $100,001 - $250,000 | 0.9% |
| Kelly Morrison | Democrat · House | $100,001 - $250,000 | 1.0% |
| Maria Elvira Salazar | Republican · House | $50,001 - $100,000 | 2.6% |
| Gary C. Peters | Democrat · Senate | $15,001 - $50,000 | 0.9% |
| Harriet M. Hageman | Republican · House | $15,001 - $50,000 | 1.0% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.2% |
| Debbie Dingell | Democrat · House | $15,001 - $50,000 | 0.3% |
| Jamie Raskin | Democrat · House | $15,001 - $50,000 | 0.5% |
| Katherine M. Clark | Democrat · House | $15,001 - $50,000 | 0.4% |
| Lois Frankel | Democrat · House | $15,001 - $50,000 | 10.5% |
| Patrick Ryan | Democrat · House | $15,001 - $50,000 | 3.7% |
| Julia Letlow | Republican · House | $1,001 - $15,000 | 1.2% |
| Shelley Moore Capito | Republican · Senate | $1,001 - $15,000 | 0.4% |
| Adam Smith | Democrat · House | $1,001 - $15,000 | 100.0% |
| Dwight Evans | Democrat · House | $1,001 - $15,000 | 4.3% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 0.6% |
| Pete Sessions | Republican · House | $1,001 - $15,000 | 0.2% |
| Robert B. Aderholt | Republican · House | $1,001 - $15,000 | 0.8% |
| Thomas H. Kean, Jr. | Republican · House | $1,001 - $15,000 | 0.2% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Arvind KrishnaChairman, President & CEO | Discretionary transaction | 8,376 | Aug 27, 2026 |
| Martha E. PollackDirector | Stock award | 209 | Jun 30, 2026 |
| Peter R. VoserDirector | Stock award | 356 | Jun 30, 2026 |
| Anne RobinsonSenior Vice President | Tax withholding | 4,035 | Jul 1, 2026 |
| Frederick William Mcnabb IIIDirector | Stock award | 325 | Jun 30, 2026 |
| David N. FarrDirector | Stock award | 209 | Jun 30, 2026 |
| Anne RobinsonSenior Vice President | Option exercise | 7,295 | Jul 1, 2026 |
| Marianne Catherine BrownDirector | Stock award | 325 | Jun 30, 2026 |
| Michelle J. HowardDirector | Stock award | 228 | Jun 30, 2026 |
| Ramon LaguartaDirector | Stock award | 325 | Jun 30, 2026 |
| Alex GorskyDirector | Stock award | 383 | Jun 30, 2026 |
| Thomas BuberlDirector | Stock award | 341 | Jun 30, 2026 |
| Andrew N. LiverisDirector | Stock award | 347 | Jun 30, 2026 |
| Alfred W. ZollarDirector | Stock award | 325 | Jun 30, 2026 |
| Nicolas A. FehringVP, Controller | Gift | 400 | Jun 4, 2026 |
| Alex GorskyDirector | Stock award | 444 | Mar 31, 2026 |
| Marianne Catherine BrownDirector | Stock award | 377 | Mar 31, 2026 |
| Michelle J. HowardDirector | Stock award | 264 | Mar 31, 2026 |
| David N. FarrDirector | Stock award | 243 | Mar 31, 2026 |
| Ramon LaguartaDirector | Stock award | 126 | Mar 31, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling IBM?
Across the 3 most recent open-market filings shown here, 2 were purchases and 1 was a sale.
Which members of Congress have traded IBM?
Gilbert Ray Cisneros, Jr., Ro Khanna, Josh Gottheimer, Alan Armstrong, Lloyd Doggett, Matthew Van Epps and others disclosed IBM transactions in the filings shown here.
Which members of Congress hold IBM?
22 members of Congress report a position in IBM in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Lloyd Doggett, Steve Cohen and Thom Tillis. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is IBM in the S&P 500 or the Nasdaq 100?
International Business Machines Corporation is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are IBM trades disclosed?
Insider filings on this page reached the public a median of 0 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.