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International Business Machines (IBM)

Software · US stock

Company overview

An enterprise IT-services company shifting toward hybrid cloud (Red Hat) and AI consulting (WatsonX). Over half a century of enterprise customer relationships is its core asset.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

International Business Machines is classified under the Software sector. See peers below.

IBM segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

24.12월25.6월25.12월26.3월
Software 44%Consulting 33%Infrastructure 21%Financing 1%Other 0%

ETFs holding International Business Machines

Per SEC N-PORT · 2026-04-30 · by weight · factual

DIA
2.86%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
2.02%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.89%
DVYiShares Select Dividend ETF
0.83%
VOOVANGUARD 500 INDEX FUND
0.41%
SPY
0.40%
IVViShares Core S&P 500 ETF
0.40%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.36%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.36%
RSPInvesco S&P 500 Equal Weight ETF
0.19%

IBM on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — valuation and growth vs the Software average
See full IBM analysis →

Peers · Software

IBM FAQ

What is International Business Machines (IBM)?

An enterprise IT-services company shifting toward hybrid cloud (Red Hat) and AI consulting (WatsonX). Over half a century of enterprise customer relationships is its core asset.

What sector is International Business Machines in?

International Business Machines is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

Where can I analyze International Business Machines (IBM) stock?

On Stocklore you can see IBM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, 45-day delay), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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