Intl Business Machines CORP (IBM) 13F Investor Activity Report (Q2 2026)

IBM ranks #32 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

3687 institutions disclose a position in IBM, but none treat it as a major bet — even Capital Wealth Planning, LLC, its most concentrated holder, allocates just 3.3% of its own portfolio to it.

Cantor Fitzgerald Investment Advisors L.p. has added to its IBM position for two straight quarters, increasing it by $15.2M to reach $17.8M today.

Mn Services Vermogensbeheer B.V. has trimmed its IBM position for two straight quarters, cutting it by $25.8M while still holding $61.2M.

IBM is up 0.2% today, and institutions have been net buyers of $79.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

IBM posted net income of $10.7B over the trailing twelve months, and currently trades at a P/E of 20.1.

• Profitable — net income of $10.7B over the trailing twelve months
• Revenue grew 7.9% year over year
• Net income improved year over year, from $5.8B to $10.7B
• Generated $13.2B in positive operating cash flow
• Current ratio of 0.96x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.65x equity — a highly leveraged balance sheet worth noting