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IBM - BUSINESS MACHS 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 Q3 2012 it was held by 11 managers with an aggregate reported value of $14.09B, which is 2.63% of the combined portfolio.

As of Q3 2012, 11 tracked institutional managers held IBM (BUSINESS MACHS COM) with an aggregate reported value of $14.09B2.63% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2012
Ticker
IBM

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

Holders

1Warren Buffett - Berkshire Hathaway 18.59%Add +1.3%67,517,896$14.01B
2Dodge & Cox - Dodge & Cox0.04%Reduce -1.8%142,765$29.62M
3Mairs & Power Growth Fund - Mairs & Power Growth Fund0.40%Reduce -0.0%79,958$16.59M
4Christopher Davis - Davis Advisors 0.01%Reduce -5.0%77,855$16.15M
5Torray Funds - Torray Funds3.29%Reduce -0.4%71,460$14.82M
6David Katz - Matrix Asset Advisors0.51%Reduce -0.6%16,301$3.38M
7First Eagle - First Eagle Investment Management0.01%-11,668$2.42M
8Thomas Russo - Gardner Russo & Quinn0.03%-11,033$2.29M
9Thomas Gayner - Markel Asset Management0.18%-10,000$2.07M
10Harry Burn - Sound Shore0.01%-2,048$425K
11Hillman Value Fund - Hillman Value Fund0.52%Reduce -4.8%1,200$229K
Loading holder history for IBM