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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 Q4 2012 it was held by 12 managers with an aggregate reported value of $13.25B, which is 3.80% of the combined portfolio.

As of Q4 2012, 12 tracked institutional managers held IBM (BUSINESS MACHS COM) with an aggregate reported value of $13.25B3.80% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2012
Ticker
IBM

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

Holders

1Warren Buffett - Berkshire Hathaway 17.32%Add +0.9%68,115,484$13.05B
2Christopher Davis - Davis Advisors 0.37%Add +844.0%734,945$140.78M
3Dodge & Cox - Dodge & Cox0.04%Reduce -2.6%139,033$26.63M
4Mairs & Power Growth Fund - Mairs & Power Growth Fund0.36%Reduce -0.6%79,477$15.22M
5Torray Funds - Torray Funds3.06%Reduce -5.2%67,750$12.98M
6David Katz - Matrix Asset Advisors0.51%-16,301$3.12M
7First Eagle - First Eagle Investment Management0.01%-11,668$2.24M
8Thomas Russo - Gardner Russo & Quinn0.03%Reduce -1.9%10,825$2.07M
9Thomas Gayner - Markel Asset Management0.16%-10,000$1.92M
10Kahn Brothers Group - Kahn Brothers Group0.15%New4,514$864.66K
11Yacktman Asset Management - Yacktman Asset Management0.00%New2,800$536K
12Harry Burn - Sound Shore0.01%-2,048$392K
Loading holder history for IBM