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Joel Greenblatt’s IBM Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q4 2018
+384,410 Shares
Current Position
27,376 Shares
$8.11 M Value

Joel Greenblatt's IBM Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 27,376 shares of International Business Machines Corporation (IBM) worth $8.11 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in IBM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 384,410 shares. Largest reduction occurred in Q1 2015, reducing 322,734 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's International Business Machines Corporation (IBM) Holding Value Over Time

Track share changes against reported price movement

Quarterly International Business Machines Corporation (IBM) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +9,290 Add 51.37% 27,376 $296.21
Q3 2025 +3,336 Add 22.62% 18,086 $282.16
Q2 2025 +145 Add 0.99% 14,750 $294.78
Q1 2025 +5,160 Add 54.63% 14,605 $248.66
Q4 2024 -5,304 Reduce 35.96% 9,445 $219.83
Q3 2024 -27,978 Reduce 65.48% 14,749 $221.08
Q2 2024 -21,947 Reduce 33.93% 42,727 $172.95
Q1 2024 +9,415 Add 17.04% 64,674 $190.96
Q4 2023 +19,022 Add 52.49% 55,259 $163.55
Q3 2023 -29,315 Reduce 44.72% 36,237 $140.30
Q2 2023 +12,738 Add 24.12% 65,552 $133.81
Q1 2023 +37,015 Add 234.29% 52,814 $131.09
Q4 2022 +10,944 Add 225.42% 15,799 $140.89
Q3 2022 -37,711 Reduce 88.59% 4,855 $118.85
Q2 2022 -37,065 Reduce 46.55% 42,566 $141.19
Q1 2022 +30,666 Add 62.63% 79,631 $130.02
Q4 2021 +2,848 Add 6.18% 48,965 $133.67
Q3 2021 -8,260 Reduce 15.19% 46,117 $138.93
Q2 2021 -3,515 Reduce 6.07% 54,377 $146.59
Q1 2021 -35,543 Reduce 38.04% 57,892 $133.27
Q4 2020 -9,662 Reduce 9.37% 93,435 $125.88
Q3 2020 -27,498 Reduce 21.06% 103,097 $121.67
Q2 2020 -45,875 Reduce 26.00% 130,595 $120.77
Q1 2020 +18,305 Add 11.57% 176,470 $110.93
Q4 2019 -317,262 Reduce 66.73% 158,165 $134.04
Q3 2019 +4,110 Add 0.87% 475,427 $145.42
Q2 2019 -12,276 Reduce 2.54% 471,317 $137.90
Q1 2019 -49,225 Reduce 9.24% 483,593 $141.10
Q4 2018 +384,410 Add 259.02% 532,818 $113.67
Q3 2018 -232,931 Reduce 61.08% 148,408 $151.21
Q2 2018 +79,564 Add 26.37% 381,339 $139.70
Q1 2018 +301,775 New Buy 301,775 $153.43
Q4 2017 -240,681 Sold Out 0 $0.00
Q3 2017 -64,158 Reduce 21.05% 240,681 $145.08
Q2 2017 +208,631 Add 216.85% 304,839 $153.83
Q1 2017 -58,321 Reduce 37.74% 96,208 $174.14
Q4 2016 +26,566 Add 20.76% 154,529 $165.99
Q3 2016 -193,720 Reduce 60.22% 127,963 $158.85
Q2 2016 -27,820 Reduce 7.96% 321,683 $151.78
Q1 2016 +68,530 Add 24.39% 349,503 $151.45
Q4 2015 +37,055 Add 15.19% 280,973 $137.62
Q3 2015 +37,932 Add 18.41% 243,918 $144.97
Q2 2015 +96,809 Add 88.67% 205,986 $162.66
Q1 2015 -322,734 Reduce 74.72% 109,177 $160.50
Q4 2014 +234,129 Add 118.38% 431,911 $160.44
Q3 2014 +50,936 Add 34.69% 197,782 $189.83
Q2 2014 +128,768 Add 712.29% 146,846 $181.27
Q1 2014 -3,291 Reduce 15.40% 18,078 $192.50
Q4 2013 +5,059 Add 31.02% 21,369 $187.56
Q3 2013 +362 Add 2.27% 16,310 $185.16
Q2 2013 +15,948 Add 0.00% 15,948 $191.12

Joel Greenblatt's International Business Machines Corporation Investment FAQs

Joel Greenblatt first purchased International Business Machines Corporation (IBM) in Q2 2013, acquiring 15,948 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held International Business Machines Corporation (IBM) for 51 quarters since Q2 2013.

Joel Greenblatt's largest addition to International Business Machines Corporation (IBM) was in Q4 2018, adding 532,818 shares worth $60.56 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 27,376 shares of International Business Machines Corporation (IBM), valued at approximately $8.11 M.

As of the Q4 2025 filing, International Business Machines Corporation (IBM) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in International Business Machines Corporation (IBM) was 532,818 shares, as reported at the end of Q4 2018.