Joel Greenblatt's IBM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 18,086 shares of International Business Machines Corporation (IBM) worth $5.1 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +15,949 | Add 0.00% | 15,948 | $191.12 |
| Q3 2013 | +362 | Add 2.27% | 16,310 | $185.16 |
| Q4 2013 | +5,059 | Add 31.02% | 21,369 | $187.56 |
| Q1 2014 | -3,291 | Reduce 15.40% | 18,078 | $192.50 |
| Q2 2014 | +128,768 | Add 712.29% | 146,846 | $181.27 |
| Q3 2014 | +50,936 | Add 34.69% | 197,782 | $189.83 |
| Q4 2014 | +234,129 | Add 118.38% | 431,911 | $160.44 |
| Q1 2015 | -322,734 | Reduce 74.72% | 109,177 | $160.50 |
| Q2 2015 | +96,809 | Add 88.67% | 205,986 | $162.66 |
| Q3 2015 | +37,932 | Add 18.41% | 243,918 | $144.97 |
| Q4 2015 | +37,055 | Add 15.19% | 280,973 | $137.62 |
| Q1 2016 | +68,530 | Add 24.39% | 349,503 | $151.45 |
| Q2 2016 | -27,820 | Reduce 7.96% | 321,683 | $151.78 |
| Q3 2016 | -193,720 | Reduce 60.22% | 127,963 | $158.85 |
| Q4 2016 | +26,566 | Add 20.76% | 154,529 | $165.99 |
| Q1 2017 | -58,321 | Reduce 37.74% | 96,208 | $174.14 |
| Q2 2017 | +208,631 | Add 216.85% | 304,839 | $153.83 |
| Q3 2017 | -64,158 | Reduce 21.05% | 240,681 | $145.08 |
| Q4 2017 | -240,681 | Sold Out | 240,681 | $0.00 |
| Q1 2018 | +301,775 | New Buy | 301,775 | $153.43 |
| Q2 2018 | +79,564 | Add 26.37% | 381,339 | $139.70 |
| Q3 2018 | -232,931 | Reduce 61.08% | 148,408 | $151.21 |
| Q4 2018 | +384,410 | Add 259.02% | 532,818 | $113.67 |
| Q1 2019 | -49,225 | Reduce 9.24% | 483,593 | $141.10 |
| Q2 2019 | -12,276 | Reduce 2.54% | 471,317 | $137.90 |
| Q3 2019 | +4,110 | Add 0.87% | 475,427 | $145.42 |
| Q4 2019 | -317,262 | Reduce 66.73% | 158,165 | $134.04 |
| Q1 2020 | +18,305 | Add 11.57% | 176,470 | $110.93 |
| Q2 2020 | -45,875 | Reduce 26.00% | 130,595 | $120.77 |
| Q3 2020 | -27,498 | Reduce 21.06% | 103,097 | $121.67 |
| Q4 2020 | -9,662 | Reduce 9.37% | 93,435 | $125.88 |
| Q1 2021 | -35,543 | Reduce 38.04% | 57,892 | $133.27 |
| Q2 2021 | -3,515 | Reduce 6.07% | 54,377 | $146.59 |
| Q3 2021 | -8,260 | Reduce 15.19% | 46,117 | $138.93 |
| Q4 2021 | +2,848 | Add 6.18% | 48,965 | $133.67 |
| Q1 2022 | +30,666 | Add 62.63% | 79,631 | $130.02 |
| Q2 2022 | -37,065 | Reduce 46.55% | 42,566 | $141.19 |
| Q3 2022 | -37,711 | Reduce 88.59% | 4,855 | $118.85 |
| Q4 2022 | +10,944 | Add 225.42% | 15,799 | $140.89 |
| Q1 2023 | +37,015 | Add 234.29% | 52,814 | $131.09 |
| Q2 2023 | +12,738 | Add 24.12% | 65,552 | $133.81 |
| Q3 2023 | -29,315 | Reduce 44.72% | 36,237 | $140.30 |
| Q4 2023 | +19,022 | Add 52.49% | 55,259 | $163.55 |
| Q1 2024 | +9,415 | Add 17.04% | 64,674 | $190.96 |
| Q2 2024 | -21,947 | Reduce 33.93% | 42,727 | $172.95 |
| Q3 2024 | -27,978 | Reduce 65.48% | 14,749 | $221.08 |
| Q4 2024 | -5,304 | Reduce 35.96% | 9,445 | $219.83 |
| Q1 2025 | +5,160 | Add 54.63% | 14,605 | $248.66 |
| Q2 2025 | +145 | Add 0.99% | 14,750 | $294.78 |
| Q3 2025 | +3,336 | Add 22.62% | 18,086 | $282.16 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to International Business Machines Corporation (IBM) was in Q4 2018, adding 532,818 shares worth $60.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 18,086 shares of International Business Machines Corporation (IBM), valued at approximately $5.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, International Business Machines Corporation (IBM) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in International Business Machines Corporation (IBM) was 532,818 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.