Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  International Business Machines Corp. (IBM)
← All IBM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q2 0 0.00 Sell 100.00% 0.01 $136.23–148.64 · VW $143.33i SEC
2016   Q1 21,096 0.01 Add 4.33% <0.01 $111.76–146.37 · VW $134.31i $3,054,000 SEC
2015   Q4 20,220 0.01 Reduce 2.17% <0.01 $125.86–146.41 · VW $134.61i $2,660,000 SEC
2015   Q3 20,668 0.01 Reduce 3.08% <0.01 $134.44–166.14 · VW $146.39i $2,864,000 SEC
2015   Q2 21,325 0.01 Reduce 2.17% <0.01 $151.42–168.55 · VW $158.49i $3,316,000 SEC
2015   Q1 21,798 0.01 Add 0.38% $142.94–158.08 · VW $151.49i $3,345,000 SEC
2014   Q4 21,715 0.01 Reduce 99.13% 1.47 $143.88–182.50 · VW $159.92i $3,331,000 SEC
2014   Q3 2,499,886 1.48 Add 10934.59% 1.47 $173.71–187.76 · VW $180.98i $453,681,000 SEC
2014   Q2 22,655 0.01 Add 3.45% <0.01 $171.39–190.45 · VW $178.38i $3,926,000 SEC
2014   Q1 21,899 0.01 Add 9.70% <0.01 $164.62–187.03 · VW $178.56i $4,030,000 SEC
2013   Q4 19,963 0.01 Add 0.69% <0.01 $164.98–179.53 · VW $174.61i $3,580,000 SEC
2013   Q3 19,826 0.01 Reduce 97.34% 0.34 $173.14–192.10 · VW $180.76i $3,510,000 SEC
2013   Q2 746,413 0.35 Reduce 2.32% <0.01 $179.43–205.44 · VW $189.19i $136,374,000 SEC
2013   Q1 764,152 0.39 Reduce 0.60% <0.01 $182.02–206.41 · VW $197.45i $155,825,000 SEC
2012   Q4 768,752 0.38 Add 844.00% 0.34 $176.65–202.48 · VW $187.42i $140,779,000 SEC
2012   Q3 81,436 0.04 Reduce 5.04% <0.01 $173.85–199.16 · VW $190.45i $16,151,000 SEC
2012   Q2 85,757 0.04 Reduce 5.76% <0.01 $178.78–201.42 · VW $189.06i $16,035,000 SEC
2012   Q1 91,000 0.04 Reduce 6.13% <0.01 $169.55–199.92 · VW $189.65i $18,152,000 SEC
2011   Q4 96,947 0.04 Add 139.53% 0.02 $161.45–186.33 · VW $174.53i $17,043,000 SEC
2011   Q3 40,473 0.02 Reduce 2.48% <0.01 $150.22–177.47 · VW $164.96i $6,766,000 SEC
2011   Q2 41,503 0.01 Reduce 17.79% <0.01 $154.42–165.91 · VW $161.44i $6,807,000 SEC
2011   Q1 50,485 0.02 Reduce 5.84% <0.01 $140.19–160.34 · VW $152.14i $7,871,000 SEC
2010   Q4 53,619 0.02 Reduce 18.21% <0.01 $128.48–141.04 · VW $136.61i $7,523,000 SEC
2010   Q3 65,554 0.02 Reduce 7.47% <0.01 $115.31–130.12 · VW $124.56i $8,407,000 SEC
2010   Q2 70,848 0.02 Reduce 0.13% $110.90–127.25 · VW $118.73i $8,364,000 SEC
2010   Q1 70,941 0.00 Reduce 5.27% <0.01 $116.26–128.35 · VW $122.41i $8,698,000 SEC
2009   Q4 74,890 0.02 Reduce 0.21% $112.10–127.01 · VW $121.42i $9,372,000 SEC
2009   Q3 75,044 0.02 Add 860.26% 0.02 $95.12–117.48 · VW $108.98i $8,581,000 SEC
2009   Q2 7,815 <0.01 Add 0.55% $91.49–105.77 · VW $99.03i $780,000 SEC
2009   Q1 7,772 <0.01 Reduce 68.42% <0.01 $78.16–95.47 · VW $88.75i $720,000 SEC
2008   Q4 24,610 <0.01 Reduce 4.85% <0.01 $66.44–111.66 · VW $86.19i $1,980,000 SEC
2008   Q3 25,865 <0.01 Reduce 57.31% <0.01 $105.11–125.17 · VW $114.03i $2,892,000 SEC
2008   Q2 60,593 0.01 Add 134.27% <0.01 $108.85–124.27 · VW $115.48i $6,866,000 SEC
2008   Q1 25,865 <0.01 $110.07 $2,847,000 SEC
2007   Q4 25,865 <0.01 $103.35 $2,673,000 SEC
2007   Q3 25,865 <0.01 Reduce 10.17% <0.01 $99.14–113.66 · VW $108.47i $2,913,000 SEC
2007   Q2 28,794 <0.01 $100.61 $2,897,000 SEC
2007   Q1 28,794 <0.01 $90.12 $2,595,000 SEC
2006   Q4 28,794 <0.01 Reduce 9.53% <0.01 $77.97–93.58 · VW $88.14i $2,674,000 SEC
2006   Q3 31,828 <0.01 Add 10.54% <0.01 $69.53–80.11 · VW $75.99i $2,493,000 SEC
2006   Q2 28,794 <0.01 $73.45 $2,115,000 SEC
2006   Q1 28,794 <0.01 Reduce 5.33% <0.01 $75.46–81.29 · VW $78.53i $2,270,000 SEC
2005   Q4 30,416 <0.01 Add 5.63% <0.01 $75.24–85.98 · VW $79.94i $2,390,000 SEC
2005   Q3 28,794 <0.01 $76.68 $2,208,000 SEC
2005   Q2 28,794 <0.01 Add 94.84% <0.01 $68.69–87.72 · VW $75.78i $2,043,000 SEC
2005   Q1 14,778 0.00 $87.36 $1,291,000 SEC
2004   Q4 14,778 0.00 $94.26 $1,393,000 SEC
2004   Q3 14,778 <0.01 $81.95 $1,211,000 SEC
2004   Q2 14,778 <0.01 $84.24 $1,245,000 SEC
2003   Q4 14,778 <0.01 $88.58 $1,309,000 SEC
2003   Q3 14,778 <0.01 $84.46 $1,248,000 SEC
2003   Q2 14,778 <0.01 $78.90 $1,166,000 SEC
2003   Q1 14,778 <0.01 Reduce 3.04% $69.95–85.04 · VW $76.66i $1,298,000 SEC
2002   Q4 15,242 <0.01 Reduce 0.14% $51.63–85.53 · VW $70.42i $1,129,000 SEC
2002   Q3 15,263 <0.01 Add 0.49% $55.44–79.21 · VW $63.46i $851,000 SEC
2002   Q2 15,188 0.00 Add 2.48% $63.19–99.43 · VW $77.15i $1,045,000 SEC
2002   Q1 14,820 <0.01 Reduce 0.12% $91.55–120.83 · VW $103.94i $1,473,000 SEC
2001   Q4 14,838 <0.01 Buy <0.01 $87.32–119.22 · VW $107.39i $1,716,000 SEC
2001   Q3 0 0.00 Sell 100.00% $83.64–110.33 · VW $93.88i SEC
2001   Q2 16,072 0.00 Reduce 99.44% 0.27 $86.09–114.63 · VW $103.08i $174,000 SEC
2001   Q1 2,867,482 0.27 Reduce 41.20% $80.07–113.42 · VW $95.15i $254,967,000 SEC
2000   Q4 4,876,703 0.00 Buy $76.54–114.36 · VW $90.72i $396,751,000 SEC
2000   Q3 0 0.00 Sell 100.00% 3.12 $95.60–129.00 · VW $110.76i SEC
2000   Q2 9,669,075 3.12 Add 4.90% 0.15 $96.80–122.37 · VW $107.97i $1,013,975,000 SEC
2000   Q1 9,217,610 6.79 Reduce 0.57% 0.01 $95.12–122.61 · VW $110.30i $6,719,315,000 SEC
1999   Q4 9,270,460 1.85 Add 1.40% 0.03 $85.09–117.83 · VW $102.02i $956,072,000 SEC
1999   Q3 9,142,572 2.30 Buy 2.30 $112.39–133.07 · VW $120.38i $1,057,602,000 SEC
1999   Q2 0 0.00 Sell 100.00% 1.31 $77.92–126.20 · VW $109.23i SEC
1999   Q1 9,050,841 1.31 $84.73 $766,856,000 SEC
Price snapshot:
Current price$290.23
52-week low$212.34
52-week high$332.46