Current position

Joel Greenblatt’s International Business Machs (IBM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2013Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares532.82KHighest verified quarter-end share count
Quarters reported51Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported International Business Machs in Q1 2013. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 39.77K shares. The latest verified filing showed: Bought 20.3% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 20.3% more+6.72K shares · 39.77K shares reported after the change
Filing context

Quarter-end price $281.21 · Estimated holding basis $244.00

Q1 2026
Bought 20.7% more+5.68K shares · 33.05K shares reported after the change
Filing context

Quarter-end price $242.39 · Estimated holding basis $236.44

Q4 2025
Bought 51.4% more+9.29K shares · 27.38K shares reported after the change
Filing context

Quarter-end price $296.21 · Estimated holding basis $235.21

Q3 2025
Bought 22.6% more+3.34K shares · 18.09K shares reported after the change
Filing context

Quarter-end price $282.16 · Estimated holding basis $203.87

Q2 2025
Bought 1.0% more+145 shares · 14.75K shares reported after the change
Filing context

Quarter-end price $294.78 · Estimated holding basis $186.16

Q1 2025
Bought 54.6% more+5.16K shares · 14.61K shares reported after the change
Filing context

Quarter-end price $248.66 · Estimated holding basis $185.08

Portfolio importance

How important is International Business Machs in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#766of 1791 reported positions
Peak portfolio weight1.2%Q3 2019
Best historical rank#2Q3 2019
At peak importanceQ3 2019
IBM
1.2%
Largest holding
1.7%
MarketInsiderLab research

Connected research on International Business Machs

Only published MIL research mapped to the exact stock identity is shown here.

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SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$237.752026-09-17

Market context only; not an investor transaction price.

Latest filing quarter-end price$281.21Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$244.00Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.