Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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   Q1 0 0.00 Sell 100.00% 3.83 $111.76–146.37 · VW $134.31i SEC
2015   Q4 100,417 3.83 Reduce 0.65% 0.03 $125.86–146.41 · VW $134.61i $13,212,000 SEC
2015   Q3 101,079 4.11 Add 2.25% 0.09 $134.44–166.14 · VW $146.39i $14,009,000 SEC
2015   Q2 98,853 4.37 Add 2.07% 0.09 $151.42–168.55 · VW $158.49i $15,372,000 SEC
2015   Q1 96,846 3.76 $153.44 $14,860,000 SEC
Price snapshot:
Current price$290.23
52-week low$212.34
52-week high$332.46