International Business Machines Corp (IBM) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for business automation, AIOps and management, integration, and application servers; data and artificial intelligence solutions; and security software and services for threat, data, and identity. This segment also provides transaction processing software that supports clients' mission-critical and on-premise workloads in banking, airlines, and retail industries. The Consulting segment offers business transformation services, including strategy, business process design and operations, data and analytics, and system integration services; technology consulting services; and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions for its clients' mission-critical and regulated workloads; and support services and solutions for hybrid cloud infrastructure, as well as remanufacturing and remarketing services for used equipment. The Financing segment offers lease, installment payment, loan financing, and short-term working capital financing services. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.
6 readings, 3 filed under bull and 3 under bear. Every figure is ours; the model chose the side.
the bull case· 3
4
customers naming IBM as a supplier in their own filings
sec filingsfrom their filings9
of the funds on file reporting a position in IBM
n-portas of Jun 30 '26+1.18%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
3 of 8
recent reports where the move came in under the options-implied range
earnings historyimplied vs realized6 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '262.20%
of Cousins Properties Inc's revenue is IBM by their own filing
10-Kfrom their filingThe model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 16 '26 against the Oct 28 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
International Business Machines Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Computer & office Equipment
Prev close 248.35 · gapped below the open, never looked back. High/low 247.60 at 5:00 am ET, 247.03 at 4:00 am ET.
tall tick = annual report · 1 on record
3,640 managers report a position worth $180.3B between them, and 61 of them hold 80% of it.
Of the 6 companies International Business Machines Corp moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3570, Computer & office Equipment, from each company's own filings. Largest first.
IBM (International Business Machines Corp) has 4 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: DVLT +1.34%, in consumer.