
What smart money is saying about IBM
1 fund in our archive has pitched IBM — most recently Hamlin Capital Management Equity and High Yield Municipal Bond Strategies in June 2026.
International Business Machines Corporation (IBM) delivers comprehensive technology solutions and services across the globe. The company's operations are structured into four primary segments: Software, Consulting, Infrastructure, and Financing. The Software division provides hybrid cloud platforms and a range of software offerings, including Red Hat's enterprise open-source solutions. It also develops software for business automation, AIOps and management, integration, and application servers, in addition to data and artificial intelligence tools. This segment further supplies security software and services for threat, data, and identity management, and offers critical transaction processing software that supports essential on-premise workloads for industries such as banking, airlines, and retail. The Consulting arm delivers business transformation services, which encompass strategy development, business process design and operational improvements, data and analytics insights, and system integration. It additionally provides technology consulting and specialized application and cloud platform services. IBM's Infrastructure segment offers both on-premises and cloud-based server and storage solutions, specifically tailored for clients' crucial and regulated operations. It also extends support and solutions for hybrid cloud infrastructure, alongside remanufacturing and remarketing services for used equipment. The Financing segment provides various financial services, such as leasing, installment payment plans, loan financing, and short-term working capital solutions. Originally established in 1911 as the Computing-Tabulating-Recording Co., the company is now known as International Business Machines Corporation and maintains its headquarters in Armonk, New York.
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Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in IBM — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 2 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 4 positions · 3 moves
- September 2026
“In the information technology sector, IBM was also a nice contributor after reporting challenging results driven by weakness in mainframe hardware, which also impacted their software business.”
IBM - September 2026
“IBM is an enterprise technology company that is a leader in software, consulting and infrastructure. The stock sold off following an earnings preannouncement creating the opportunity to establish a position.”
IBM - September 2026
“IBM is an enterprise technology company that is a leader in software, consulting and infrastructure. The stock sold off following an earnings preannouncement creating the opportunity to establish a position.”
IBM - New positionHamlin Capital Management Equity and High Yield Municipal Bond StrategiesJune 2026
“We initiated a position in IBM this quarter.”
IBM
Also mentioned · 3
These funds discuss IBM — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedDeep Sail Capital PartnersJune 2026
“Current Position: Celestica (CLS) Celestica has transitioned from its legacy roots as an IBM captive manufacturer to become a design and technology integration leader within the AI and cloud infrastructure space.”
IBM - MentionedWhite Falcon CapitalMarch 2026
““No one got fired for choosing IBM” - Old adage”
IBM - MentionedGreenlight CapitalMarch 2026
“We owned KD for over four years. During most of that time, the company executed a successful turnaround after its spin-off from IBM.”
IBM
Fund coverage · 1 thesis
- Hamlin Capital Management Equity and High Yield Municipal Bond StrategiesJune 2026
IBM has shifted toward software with leading infrastructure IT positions, potential AI-driven demand support, and quantum computing upside.
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