Capital Wealth Planning LLC Has $614.42 Million Stake in International Business Machines Corporation $IBM

Key Points

• Capital Wealth Planning trimmed its IBM holding by 6.1% in Q3 to 2,177,561 shares valued at about $614.42 million, making IBM ~4.3% of its portfolio and roughly 0.23% of the company’s outstanding stock (its 11th largest position).
• IBM is pushing a "dual‑pronged" strategy (AI/hybrid cloud + a new quantum‑centric supercomputing blueprint) and announced an AI governance partnership with E.SUN Bank, which supports long‑term growth, but the stock has faced near‑term pressure from competition (e.g., Anthropic) and technical weakness.
• On fundamentals, IBM beat quarterly EPS estimates ($4.52 vs. $4.33) with revenue up 12.2% year‑over‑year, pays a quarterly dividend of $1.68 (≈2.7% yield), and carries a consensus analyst rating of "Moderate Buy" with a $320.87 target.

Capital Wealth Planning LLC reduced its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 6.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,177,561 shares of the technology company's stock after selling 141,004 shares during the quarter. International Business Machines makes up approximately 4.3% of Capital Wealth Planning LLC's portfolio, making the stock its 11th largest position. Capital Wealth Planning LLC owned about 0.23% of International Business Machines worth $614,421,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IBM. Mattson Financial Services LLC acquired a new stake in shares of International Business Machines during the 3rd quarter valued at about $852,000. Vanguard Group Inc. lifted its stake in International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company's stock valued at $28,019,274,000 after acquiring an additional 1,913,708 shares during the last quarter. Thames Capital Management LLC bought a new stake in International Business Machines in the second quarter worth approximately $2,710,000. Waverton Investment Management Ltd increased its stake in shares of International Business Machines by 3.3% during the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company's stock worth $280,439,000 after purchasing an additional 32,072 shares during the last quarter. Finally, NEOS Investment Management LLC raised its holdings in shares of International Business Machines by 51.7% during the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company's stock valued at $32,278,000 after purchasing an additional 38,973 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company's stock.

Key Stories Impacting International Business Machines

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: IBM published a practical "quantum‑centric supercomputing" reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s "dual‑pronged" strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM's Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What's going on with IBM stock on Thursday?

International Business Machines Price Performance

NYSE:IBM opened at $246.37 on Friday. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The company has a 50-day moving average of $276.81 and a 200-day moving average of $284.27. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The company has a market capitalization of $231.10 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 2.48 and a beta of 0.73.

International Business Machines (NYSE:IBM - Get Free Report) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts' consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business had revenue of $19.69 billion for the quarter, compared to analysts' expectations of $19.23 billion. During the same quarter in the previous year, the firm posted $3.92 earnings per share. The firm's revenue for the quarter was up 12.2% on a year-over-year basis. As a group, equities research analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were paid a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Tuesday, February 10th. International Business Machines's dividend payout ratio is currently 60.27%.

Insider Buying and Selling

In related news, Director David N. Farr bought 1,000 shares of the company's stock in a transaction dated Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Michael Miebach bought 434 shares of the business's stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director directly owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders bought 1,484 shares of company stock valued at $417,157. 0.18% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

IBM has been the topic of several analyst reports. Bank of America increased their target price on shares of International Business Machines from $315.00 to $335.00 and gave the stock a "buy" rating in a research report on Tuesday, January 13th. Erste Group Bank downgraded International Business Machines from a "buy" rating to a "hold" rating in a research note on Wednesday, February 18th. Wall Street Zen cut International Business Machines from a "buy" rating to a "hold" rating in a research report on Sunday, January 11th. Sanford C. Bernstein reissued a "market perform" rating on shares of International Business Machines in a research report on Wednesday, December 10th. Finally, Stifel Nicolaus raised their target price on shares of International Business Machines from $325.00 to $340.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $320.87.

About International Business Machines

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM's principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.

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