IBM
International Business Machines Corporation
IBM is a legacy enterprise IT, hybrid cloud, AI, and consulting company with meaningful federal government contracting exposure and broad regulatory touchpoints across tech policy, cybersecurity, and AI governance.
Govt Dependence
30/100
Regulatory Density
45/100
Lobbying Intensity
40/100
Political Signal
LOW
BusinessWhat IBM does
IBM provides hybrid cloud platforms (Red Hat), enterprise software, AI (watsonx), consulting, and infrastructure services to corporations and governments. Revenue is driven by software subscriptions, consulting engagements, and IT infrastructure, with a notable federal systems-integration business.
12 months past · 3 months futureIBM activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
249 trading days ·
30 congressional trades shown
·
3 insider buys
·
6 13F filings
·
0 past bill actions
·
3 upcoming markups
Executive Branch ConflictsIBM held by Trump-administration officials
2 cabinet/senior officials reported IBM positions in OGE Form 278 disclosures across 5 filings.
Donald J. Trump
President · White House
International Business Machines Corp
Donald J. Trump
President · White House
IBM CORP
Donald J. Trump
President · White House
IBM Corp
Donald J. Trump
President · White House
IBM Corp
Pete Hegseth
Secretary of War · Department of War (formerly Defense)
International Business Machines Corp.
Lifetime Government AwardsIBM federal contracts by year
$7.50B
total awarded · 1999–2012
1000
contracts on file
2008
peak year ($1705M)
Top contracts by award amount
$580.5M
Department of Homeland Security
2008-09-05
EADIS SOFTWARE DEVELOPMENT
$376.3M
Department of Homeland Security
2008-11-03
USCIS TRANSFORMATION PROGRAM SOLUTIONS ARCHITECT (SA)
$327.4M
Department of Homeland Security
2007-11-01
MODERNIZATION TASK ORDER PROD
$202.0M
Department of Homeland Security
2005-09-29
TO 19 O&M
$175.7M
Department of Commerce
2007-10-20
THE MISSION OF THE DADS PROGRAM IS TO PREPARE, TABULATE, AND DISSEMINA
14 years · 1000 contracts
Smart Money · 13F HoldingsHedge funds holding IBM
$1.73B
Total IBM held by tracked 13F funds
16
Funds with IBM positions
Citadel Advisors
$875M
+146%
17 overlap
2025-12-31
Millennium Management
$297M
+630%
17 overlap
2025-12-31
D.E. Shaw & Co.
$185M
+112%
17 overlap
2025-12-31
Millennium Management
$149M
-9%
17 overlap
2025-12-31
Citadel Advisors
$67M
+4485%
17 overlap
2025-12-31
Citadel Advisors
$47M
+22%
17 overlap
2025-12-31
Millennium Management
$45M
-74%
17 overlap
2025-12-31
Millennium Management
$37M
-51%
17 overlap
2025-12-31
8 more 13F positions tracked · quarterly delta charts available in member dashboard
Politicians Trading IBMMembers of Congress with recent IBM positions
17 politicians traded IBM across 104 disclosed transactions totaling $2.7M (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just IBM). 0-30 LOW · 30-60 MID · 60+ HIGH.
Michael T. McCaul
1 buy
12 sells
$1.4M
2026-03-04
LOW · 0
Jonathan L. Jackson
4 buys
4 sells
$314K
2026-02-17
LOW · 1
Ro Khanna
13 buys
6 sells
$226K
2026-04-13
LOW · 0
Gilbert Ray Cisneros
5 buys
3 sells
$162K
2026-06-16
HIGH · 61
Josh Gottheimer
10 buys
5 sells
$120K
2026-04-24
LOW · 1
Lloyd Doggett
11 buys
$88K
2026-06-10
LOW · 1
David J. Taylor
2 buys
2 sells
$81K
2026-02-26
LOW · 10
Shelley Moore Capito
2 sells
$65K
2025-10-29
LOW · 12
Jefferson Shreve
2 sells
$65K
2025-05-12
LOW · 0
Robert P. Bresnahan
6 buys
$48K
2025-03-26
LOW · 0
Maria Elvira Salazar
1 buy
$33K
2026-05-21
LOW · 0
Julie Johnson
4 sells
$32K
2025-12-18
LOW · 15
Lisa C. McClain
2 buys
2 sells
$32K
2025-07-16
LOW · 0
Julia Letlow
2 buys
$16K
2026-02-02
LOW · 1
John James
2 sells
$16K
2024-09-04
LOW · 0
2 more politicians active in IBM · full table in member dashboard
Congressional TradesWho in Congress is trading IBM
2026-06-10
Lloyd Doggett
Purchase
$1,001 - $15,000
2026-06-16
Gilbert Ray Cisneros
Purchase
$15,001 - $50,000
2026-06-16
Matt Van Epps
Sale
$1,001 - $15,000
2026-05-15
Gilbert Ray Cisneros
Sale
$15,001 - $50,000
2026-05-21
Maria Elvira Salazar
Purchase
$15,001 - $50,000
2026-04-24
Josh Gottheimer
Sale
$1,001 - $15,000
2026-04-13
Ro Khanna
Purchase
$1,001 - $15,000
2026-04-14
Gilbert Ray Cisneros
Purchase
$15,001 - $50,000
2026-03-04
Michael T. McCaul
Purchase
$15,001 - $50,000
2026-03-13
Gilbert Ray Cisneros
Sale
$15,001 - $50,000
2026-03-10
Lloyd Doggett
Purchase
$1,001 - $15,000
2026-02-17
Jonathan L. Jackson
Sale
$50,001 - $100,000
30+ trades on file · most recent 2026-07-07
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Open-market buys
S
Insider signal score 65/100 · 3 distinct insiders · 4 open-market buys totaling $721K in the last 180 days.
2026-01-30
FARR DAVID N
BUY
1,000 sh
$304K
Stock awards & option exercises
7
stock awards · $74.6M market value
2026-02-01
KRISHNA ARVIND
Chairman, President & CEO
AWARD
83,028 sh
$25.5M
2026-02-01
KAVANAUGH JAMES J
Sr. VP and CFO
AWARD
48,474 sh
$14.9M
2026-02-01
Thomas Robert David
Senior Vice President
AWARD
42,247 sh
$13.0M
2026-02-01
COHN GARY D
Vice Chairman
AWARD
35,410 sh
$10.9M
2026-02-01
LAMOREAUX NICKLE JACLYN
Senior Vice President
AWARD
23,566 sh
$7.2M
2026-02-01
Robinson Anne
Senior Vice President
AWARD
6,318 sh
$1.9M
2026-02-01
Fehring Nicolas A.
VP, Controller
AWARD
4,070 sh
$1.2M
For IBM, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.
Bills Affecting IBMLive legislation impacting this stock
HR.1766 · 119th
NTIA Policy and Cybersecurity Coordination Act
HR.1770 · 119th
Consumer Safety Technology Act
HR.1838 · 119th
Broadband Internet for Small Ports Act
HR.2154 · 119th
American Cybersecurity Literacy Act
HR.2099 · 119th
To amend the Workforce Innovation and Opportunity Act to authorize a study to review specific outcomes of entrepreneurial skills d
S.1067 · 119th
Concrete and Asphalt Innovation Act of 2025
S.1018 · 119th
Cybersecurity for Rural Water Systems Act
HR.2058 · 119th
To amend the Workforce Innovation and Opportunity Act to define the term evidence-based.
HR.2061 · 119th
Information and Communication Technology Strategy Act
HR.1901 · 119th
CHIPP Act
Political ProfileWhere IBM sits in Washington
bipartisan
IBM shares are driven primarily by software/consulting growth, margins, and AI adoption rather than legislative news; federal contracts and tech-policy bills rarely move the stock materially.
Regulatory ExposureThreats & opportunities
Regulatory threats
- Facial Recognition and Biometric Technology Moratorium Act
- AI regulation and liability rules
- federal IT procurement reform
- export controls on advanced computing/CCP-related restrictions
- data privacy mandates
Regulatory opportunities
- federal cybersecurity modernization spending
- AI/quantum research funding
- hydrogen/energy infrastructure IT contracts
- government cloud migration and IT modernization budgets
LobbyingWho's hired to advocate for IBM
Information Technology Industry Council (ITI)BSA | The Software AllianceUS Chamber of CommerceTechNet
Member intelligence layer
Live signals + predictions for IBM — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades IBM
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout IBM & political exposure
Does International Business Machines Corporation (IBM) hold federal contracts?
Yes. International Business Machines Corporation has 4234 federal contract awards totaling $21,846,579,759, primarily from agencies including Agency for International Development, Commodity Futures Trading Commission, Consumer Product Safety Commission. See full contract list and amounts on this page.
Which Trump cabinet officials own IBM stock?
2 Trump cabinet members or senior White House staff have disclosed holdings in IBM on their OGE 278 financial disclosures, including Donald J. Trump, Pete Hegseth. See the Cabinet Conflicts panel for details.
Has Congress traded IBM stock?
568 congressional trades by 53 unique members of Congress, most recently on 2026-06-16. See the Congressional Trading panel for politician-by-politician breakdown.
What is IBM political risk profile?
Government dependence: 30/100. Lobbying intensity: 40/100. Political signal: low. Donor party split: bipartisan.
How does GovGreed track IBM political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. IBM data is updated daily from these official federal sources.