IBM
International Business Machines Corporation
IBM is a multinational technology and consulting company with significant federal contracting exposure ($11.9B in obligations) and a cluster of insider buys totaling $721K in the last 180 days.
Govt Dependence
75/100
Regulatory Density
60/100
Lobbying Intensity
70/100
Political Signal
BULLISH
BusinessWhat IBM does
IBM provides hybrid cloud, artificial intelligence, consulting, and technology services globally. Its revenue lines include software, consulting, infrastructure, and financing. The company holds substantial federal contracts across defense, health, energy, and civilian agencies.
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)
240 trading days ·
30 congressional trades shown
·
3 insider buys
·
11 13F filings
·
3 past bill actions
·
31 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
$11.93B
total awarded · 2006–2026
472
contracts on file
2021
peak year ($1774M)
Top contracts by award amount
$841.8M
Department of Defense
2021-04-23
NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NE
$621.7M
Department of Veterans Affairs
2019-09-26
THIS REQUIREMENT IS FOR THE CREATION, MAINTENANCE, ENFORCEMENT, ANALYS
$525.4M
Social Security Administration
2016-12-31
THE GOVERNMENT INTENDS TO ESTABLISH A SINGLE-AWARD DELIVERY ORDER BASE
$376.3M
Department of Homeland Security
2008-11-03
USCIS TRANSFORMATION PROGRAM SOLUTIONS ARCHITECT (SA)
$357.9M
Department of Veterans Affairs
2023-04-15
BENEFITS TRANSFORMATION PLATFORM
21 years · 472 contracts
Smart Money · 13F HoldingsHedge funds holding IBM
$9.95B
Total IBM held by tracked 13F funds
40
Funds with IBM positions
+40
Funds opened this quarter
Citadel Advisors
$875M
opened
17 overlap
2025-12-31
Citadel Advisors
$763M
opened
2025-06-30
Citadel Advisors
$747M
opened
2025-09-30
Citadel Advisors
$677M
opened
2025-03-31
Citadel Advisors
$610M
opened
2024-12-31
Citadel Advisors
$558M
opened
2024-09-30
Citadel Advisors
$455M
opened
2024-03-31
Millennium Management
$411M
opened
2024-06-30
32 more 13F positions tracked · quarterly delta charts available in member dashboard
Politicians Trading IBMMembers of Congress with recent IBM positions
15 politicians traded IBM across 102 disclosed transactions totaling $2.6M (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
15 buys
6 sells
$242K
2026-04-13
LOW · 0
Josh Gottheimer
10 buys
4 sells
$112K
2025-08-12
LOW · 1
Gilbert Ray Cisneros
4 buys
2 sells
$97K
2026-04-14
HIGH · 61
Lloyd Doggett
12 buys
$96K
2026-03-10
LOW · 1
David J. Taylor
2 buys
2 sells
$81K
2026-02-26
LOW · 10
Jefferson Shreve
2 sells
$65K
2025-05-12
LOW · 0
Shelley Moore Capito
2 sells
$65K
2025-10-29
LOW · 12
Robert P. Bresnahan
6 buys
$48K
2025-03-26
LOW · 0
Lisa C. McClain
2 buys
2 sells
$32K
2025-07-16
LOW · 0
Julie Johnson
4 sells
$32K
2025-12-18
LOW · 15
John James
2 sells
$16K
2024-09-04
LOW · 0
Julia Letlow
2 buys
$16K
2026-02-02
LOW · 1
Dwight Evans
2 buys
$16K
2025-04-03
LOW · 0
Congressional TradesWho in Congress is trading IBM
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
2026-02-02
Julia Letlow
Purchase
$1,001 - $15,000
2026-02-17
Jonathan L. Jackson
Sale
$1,001 - $15,000
2026-02-17
Jonathan L. Jackson
Sale
$50,001 - $100,000
2026-02-10
Gilbert Ray Cisneros
Sale
$1,001 - $15,000
2026-02-26
David J. Taylor
Sale
$1,001 - $15,000
2026-02-26
David J. Taylor
Sale
$15,001 - $50,000
2026-01-29
Ro Khanna
Purchase
$15,001 - $50,000
30+ trades on file · most recent 2026-05-13
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.2152 · 119th
AI PLAN Act
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
Political ProfileWhere IBM sits in Washington
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STRUCTURAL: High federal contract concentration ($11.9B across 25 agencies) and lobbying engagement with 8 politicians on key committees (Armed Services, Finance, Energy). EVIDENTIARY: Cluster of 4 insider buys by 3 distinct insiders totaling $721K in 180 days, and executive branch exposure via Trump holdings. Net: Strong government revenue base and insider accumulation offset by lack of donation patterns.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Oversight from committees with jurisdiction over technology, defense, and energy.Multiple congressional committees (e.g., Senate Armed Services, Senate Finance)"get_political_influence.lobbying_patterns shows 8 politicians with committee roles affecting IBM's sectors."
Regulatory opportunities
-
Federal contract renewals and expansions across 25 agencies.Department of Defense, Department of Energy, Department of Health and Human Services, etc."get_government_precedent.federal_contracts_summary shows $11.9B in obligations from 472 contracts."
Capitol Hill AlliesChampions & critics
Congressional champions
Congressional critics
- No specific congressional critics identified.
LobbyingWho's hired to advocate for IBM
Multiple clients via various registrants · $369K aerospace, defense, healthcare, government, etc.
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 472 federal contract awards totaling $11,926,985,023, primarily from agencies including Agency for International Development, Commodity Futures Trading Commission, Department of Agriculture. 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?
562 congressional trades by 51 unique members of Congress, most recently on 2026-04-14. See the Congressional Trading panel for politician-by-politician breakdown.
What is IBM political risk profile?
Government dependence: 75/100. Lobbying intensity: 70/100. Political signal: bullish. Donor party split: R 0% / D 0%.
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.