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IBM - Com

This page shows which of the focused investors we track hold IBM and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2011 it was held by 13 managers with an aggregate reported value of $11.85B, which is 2.86% of the combined portfolio.

As of Q4 2011, 13 tracked institutional managers held IBM (Com) with an aggregate reported value of $11.85B2.86% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2011
Ticker
IBM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Warren Buffett - Berkshire Hathaway 41.79%New63,905,931$11.75B
2Dodge & Cox - Dodge & Cox0.04%Reduce -0.7%149,033$27.4M
3Christopher Davis - Davis Advisors 0.01%Add +139.5%92,684$17.04M
4Mairs & Power Growth Fund - Mairs & Power Growth Fund0.44%Reduce -9.8%83,168$15.29M
5Torray Funds - Torray Funds3.18%-72,050$13.25M
6Greenhaven Associates - Greenhaven Associates0.37%Reduce -95.4%60,010$11.04M
7Robert Olstein - Olstein Capital Management0.92%Reduce -7.1%26,000$4.78M
8David Katz - Matrix Asset Advisors0.44%Reduce -0.0%16,831$3.1M
9Thomas Gayner - Markel Asset Management0.20%-10,000$1.84M
10Hillman Value Fund - Hillman Value Fund1.10%Reduce -3.9%8,814$1.62M
11Thomas Russo - Gardner Russo & Quinn0.03%Reduce -23.6%8,486$1.56M
12Harry Burn - Sound Shore0.01%-2,048$377K
13Valley Forge Capital Management - Valley Forge Capital Management3.17%New1,554,000$286K
Loading holder history for IBM