IBM
INTERNATIONAL BUSINESS MACHINES CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $184 | $326 | +78% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $184 | $326 | +78% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $184 | $326 | +78% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $184 | $326 | +78% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $184 | $326 | +78% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q3 2024 | Q4 2024 | → $203 | +11% |
| Bridgewater Associates 5× in & out | Q3 2024 | Q4 2024 | → $203 | +11% |
| Maverick Capital 4× in & out | Q1 2024 | Q2 2024 | → $159 | -7% |
| Berkshire Hathaway | Q3 2013 | Q2 2018 | → $98 | -9% |
| Coatue Management | Q3 2015 | Q2 2016 | → $94 | -1% |
| Scion Asset Management | Q1 2016 | Q2 2016 | → $94 | +23% |
| Tiger Global | Q2 2015 | Q1 2016 | → $77 | -27% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at INTERNATIONAL BUSINESS MACHINES CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40001875415-26-000005Jun 4, 2026
- Form 40001630253-26-000003Apr 1, 2026
- Form 40001804183-26-000004Apr 1, 2026
- Form 40001738987-26-000002Apr 1, 2026
- Form 40001183474-26-000003Apr 1, 2026
- Form 40001453149-26-000006Apr 1, 2026
- Form 40001769389-26-000003Apr 1, 2026
- Form 40001269971-26-000002Apr 1, 2026
- Form 40001731814-26-000002Apr 1, 2026
- Form 40001771933-26-000005Apr 1, 2026
- Form 40001628797-26-000002Apr 1, 2026
- Form 40001223690-26-000002Apr 1, 2026
- Form 40001196985-26-000002Apr 1, 2026
- Form 40001765271-26-000002Apr 1, 2026
- Form 40002026599-26-000003Feb 27, 2026
Fundamentals
XBRL · INTERNATIONAL BUSINESS MACHINES CORPAnnual figures sourced directly from INTERNATIONAL BUSINESS MACHINES CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for INTERNATIONAL BUSINESS MACHINES CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 28, 2026
- 8-KMaterial eventMay 1, 2026
- 10-QQuarterly reportApr 23, 2026
- 8-KMaterial eventApr 22, 2026
- DEF 14ADEFINITIVE PROXY STATEMENTMar 10, 2026
- 8-KMaterial eventMar 3, 2026
- 10-KAnnual reportFeb 24, 2026
- 8-KFORM 8-KFeb 2, 2026
- 8-KMaterial eventJan 30, 2026
- 8-KMaterial eventJan 28, 2026
- 10-QQuarterly reportOct 23, 2025
- 8-KMaterial eventOct 23, 2025
- 8-KMaterial eventOct 22, 2025
- 10-QQuarterly reportJul 24, 2025
- 8-KMaterial eventJul 24, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $219 | $223 | +2% |
| Citadel Advisors | Q3 2025 | open | $233 | $223 | -4% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $184 | $203 | +11% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $184 | $260 | +42% |
| Two Sigma Investments | Q3 2024 | Q3 2025 | $184 | $233 | +27% |
| D.E. Shaw | Q3 2024 | open | $184 | $223 | +21% |
| AQR Capital Management | Q3 2024 | open | $184 | $223 | +21% |
| Millennium Management | Q3 2024 | open | $184 | $223 | +21% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $183 | $203 | +11% |
| Maverick Capital | Q1 2024 | Q2 2024 | $172 | $159 | -7% |
| Maverick Capital | Q2 2023 | Q4 2023 | $112 | $140 | +25% |
| Maverick Capital | Q2 2022 | Q3 2022 | $117 | $118 | +1% |
| Bridgewater Associates | Q1 2022 | Q2 2023 | $111 | $112 | +0% |
| Bridgewater Associates | Q2 2020 | Q3 2020 | $87 | $96 | +10% |
| Maverick Capital | Q3 2019 | Q4 2019 | $95 | $98 | +3% |
| Bridgewater Associates | Q4 2016 | Q1 2020 | $99 | $114 | +15% |
| Scion Asset Management | Q1 2016 | Q2 2016 | $77 | $94 | +23% |
| Coatue Management | Q3 2015 | Q2 2016 | $95 | $94 | -1% |
| Tiger Global | Q2 2015 | Q1 2016 | $105 | $77 | -27% |
| Berkshire Hathaway | Q3 2013 | Q2 2018 | $108 | $98 | -9% |
| Bridgewater Associates | Q3 2013 | Q2 2016 | $109 | $93 | -15% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.