Anderson Hoagland 13F: Adds $1.1M to IBM Stake
Key Points
- Anderson Hoagland's latest filing shows it now holds 42,170 shares of IBM, a 11.2% increase from the previous 37,935 shares.
- As of October 27, 2026, IBM's stock was recently trading around $253.43, which is about equal to its closing price of $253.56 on the filing date.
- IBM has a market capitalization of approximately $239.6 billion and a P/E ratio of 21.6, indicating its valuation relative to earnings.
Since the filing, $IBM is up 0.1% to date (from the $253.56 close on Oct 23, 2026).
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On October 23, 2026, Anderson Hoagland boosted its stake in International Business Machines Corporation (IBM) by 4,235 shares, bringing its total holdings to 42,170 shares. This move was disclosed in the fund's latest Form 13F filing with the SEC. The increase represents an 11.2% change in its position, valued at approximately $10.6 million.
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Anderson Hoagland vs. the S&P 500
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Where IBM Fits in Anderson Hoagland's Portfolio
IBM now accounts for 1.85% of Anderson Hoagland's reported 13F portfolio, ranking 17th among its 134 positions.
Other Institutional Activity in IBM
Tectonic Advisors increased its holdings by 7,508 shares, totaling 69,853 shares worth about $15.4 million. Meanwhile, Wilmington Savings Fund Society reduced its stake by 22,002 shares, ending with 59,884 shares valued at approximately $13.2 million. E. Ohman J:or Asset Management also cut its position by 172,607 shares, holding 47,870 shares worth about $10.5 million.
International Business Machines Corporation Stock Down 0.1%
As of October 27, 2026, IBM shares were recently trading around $253.43, which is about equal to the closing price of $253.56 on the filing date. The stock is currently above its 50-day moving average by 8.7% and its 200-day moving average by 1.2%, indicating a generally positive trend.
Recent Earnings
IBM reported trailing twelve-month revenue of approximately $69.9 billion and an EPS of $11.72. The company is expected to announce its next earnings on January 27, 2027.
Insider Buying and Selling at International Business Machines Corporation
Since January 30, 2026, several insiders have bought shares of IBM. Director David N. Farr purchased 1,000 shares at an average price of $304.00. Director Michelle J. Howard bought 50 shares at $237.83, and Director Michael Miebach acquired 434 shares at $233.33. On August 26, 2026, Officer Robert David Thomas sold 25,000 shares at an average price of $230.32.
Analysts Set New Price Targets
On October 22, 2026, several firms maintained their ratings on IBM. Jefferies kept its Buy rating with a target of $280, while Citigroup also maintained a Buy rating but raised its target to $280 from $245. UBS maintained a Neutral rating with a target of $243, and Morgan Stanley kept its Equal-Weight rating with a target of $240.
About IBM
International Business Machines Corporation, based in Armonk, NY, offers integrated technology solutions and services worldwide. It operates in segments that include Software, Consulting, Infrastructure, and Financing, focusing on hybrid cloud and AI platforms to help clients with their digital transformations.
Bottom Line
Investors should keep an eye on IBM's upcoming earnings report on January 27, 2027. Additionally, Anderson Hoagland's recent stake increase highlights its ongoing confidence in IBM's performance. Further filings and analyst updates will provide more insights into market sentiment surrounding the stock.
Related Filing Alerts
Source: Anderson Hoagland's 13F filing on $IBM (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts