John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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
2026   Q1 46,587 0.01 Reduce 0.25% $220.72–319.90 · VW $261.00i $11,292,223 SEC
2025   Q4 46,702 0.01 Reduce 1.03% <0.01 $263.56–324.90 · VW $294.89i $13,833,599 SEC
2025   Q3 47,188 0.01 Reduce 1.84% <0.01 $233.36–295.61 · VW $270.38i $13,314,566 SEC
2025   Q2 48,071 0.01 Add 41.81% <0.01 $214.50–296.16 · VW $268.48i $14,170,369 SEC
2025   Q1 33,899 <0.01 Reduce 0.65% $214.61–266.45 · VW $243.24i $8,429,325 SEC
2024   Q4 34,120 <0.01 Reduce 0.44% $203.51–239.35 · VW $220.90i $7,500,600 SEC
2024   Q3 34,270 <0.01 $221.08 $7,576,412 SEC
2024   Q2 34,270 <0.01 $172.95 $5,926,997 SEC
2024   Q1 34,270 <0.01 Reduce 2.00% <0.01 $157.89–199.18 · VW $182.68i $6,544,199 SEC
2023   Q4 34,970 <0.01 Reduce 0.61% $135.87–166.34 · VW $155.25i $5,719,344 SEC
2023   Q3 35,185 <0.01 $140.30 $4,936,456 SEC
2023   Q2 35,185 <0.01 Reduce 0.49% $120.55–139.47 · VW $131.28i $4,708,105 SEC
2023   Q1 35,360 <0.01 Reduce 3.95% <0.01 $121.71–147.18 · VW $133.33i $4,635,342 SEC
2022   Q4 36,814 <0.01 Reduce 3.16% <0.01 $115.55–153.21 · VW $136.55i $5,186,724 SEC
2022   Q3 38,014 <0.01 Reduce 2.31% <0.01 $118.61–141.87 · VW $126.43i $4,516,000 SEC
2022   Q2 38,914 <0.01 Reduce 4.07% <0.01 $124.91–144.73 · VW $136.94i $5,494,000 SEC
2022   Q1 40,564 <0.01 Reduce 8.64% <0.01 $118.81–142.20 · VW $130.34i $5,274,000 SEC
2021   Q4 44,402 <0.01 Reduce 6.81% <0.01 $114.56–139.58 · VW $129.27i $5,935,000 SEC
2021   Q3 47,647 <0.01 Reduce 1.09% $126.94–141.01 · VW $133.59i $6,329,000 SEC
2021   Q2 48,170 <0.01 Reduce 5.90% <0.01 $124.65–146.12 · VW $136.97i $6,751,000 SEC
2021   Q1 51,190 <0.01 Reduce 6.80% <0.01 $112.20–131.04 · VW $123.55i $6,522,000 SEC
2020   Q4 54,925 0.01 Reduce 4.06% <0.01 $101.26–129.54 · VW $117.05i $6,610,000 SEC
2020   Q3 57,249 0.01 Reduce 4.95% <0.01 $110.13–126.36 · VW $117.60i $6,659,000 SEC
2020   Q2 60,229 0.01 Reduce 1.91% <0.01 $99.92–129.90 · VW $115.10i $6,954,000 SEC
2020   Q1 61,402 0.01 Reduce 13.54% <0.01 $86.58–151.77 · VW $114.80i $6,512,000 SEC
2019   Q4 71,018 0.01 Reduce 1.28% <0.01 $124.94–140.87 · VW $131.32i $9,101,000 SEC
2019   Q3 71,942 0.01 Reduce 5.30% <0.01 $123.16–146.22 · VW $136.14i $10,002,000 SEC
2019   Q2 75,972 0.01 Reduce 3.39% <0.01 $121.27–139.00 · VW $130.70i $10,016,000 SEC
2019   Q1 78,639 0.01 Reduce 3.45% <0.01 $106.78–135.87 · VW $125.85i $10,608,000 SEC
2018   Q4 81,452 0.01 Reduce 1.32% <0.01 $101.28–147.57 · VW $119.17i $8,851,000 SEC
2018   Q3 82,540 0.01 Reduce 3.77% <0.01 $132.12–146.61 · VW $141.10i $11,932,000 SEC
2018   Q2 85,771 0.01 Reduce 2.14% <0.01 $131.41–154.88 · VW $139.95i $11,455,000 SEC
2018   Q1 87,651 0.01 Reduce 3.11% <0.01 $138.05–163.60 · VW $149.45i $12,857,000 SEC
2017   Q4 90,462 0.01 Reduce 3.97% <0.01 $138.82–155.36 · VW $146.95i $13,268,000 SEC
2017   Q3 94,200 0.01 Reduce 4.13% <0.01 $133.01–149.17 · VW $140.29i $13,065,000 SEC
2017   Q2 98,258 0.01 Reduce 2.13% <0.01 $143.20–168.58 · VW $152.95i $14,450,000 SEC
2017   Q1 100,400 0.01 Reduce 2.80% <0.01 $158.07–174.75 · VW $166.43i $16,715,000 SEC
2016   Q4 103,288 0.01 Reduce 0.21% $141.29–162.48 · VW $154.15i $16,391,000 SEC
2016   Q3 103,508 0.02 Reduce 0.60% <0.01 $143.33–157.74 · VW $150.98i $15,719,000 SEC
2016   Q2 104,136 0.02 Reduce 2.09% <0.01 $136.23–148.64 · VW $143.33i $15,111,000 SEC
2016   Q1 106,357 0.02 Reduce 2.15% <0.01 $111.76–146.37 · VW $134.31i $15,399,000 SEC
2015   Q4 108,692 0.01 Reduce 1.69% <0.01 $125.86–146.41 · VW $134.61i $14,300,000 SEC
2015   Q3 110,557 0.02 Reduce 6.18% <0.01 $134.44–166.14 · VW $146.39i $15,323,000 SEC
2015   Q2 117,834 0.02 Reduce 4.70% <0.01 $151.42–168.55 · VW $158.49i $18,324,000 SEC
2015   Q1 123,639 0.02 Reduce 2.60% <0.01 $142.94–158.08 · VW $151.49i $18,971,000 SEC
2014   Q4 126,939 0.02 Reduce 3.04% <0.01 $143.88–182.50 · VW $159.92i $19,471,000 SEC
2014   Q3 130,923 0.02 Reduce 1.77% <0.01 $173.71–187.76 · VW $180.98i $23,760,000 SEC
2014   Q2 133,281 0.02 Reduce 2.10% <0.01 $171.39–190.45 · VW $178.38i $23,097,000 SEC
2014   Q1 136,138 0.03 Reduce 2.40% <0.01 $164.62–187.03 · VW $178.56i $25,053,000 SEC
2013   Q4 139,482 0.03 Reduce 0.75% <0.01 $164.98–179.53 · VW $174.61i $25,012,000 SEC
2013   Q3 140,531 0.03 Reduce 1.05% <0.01 $173.14–192.10 · VW $180.76i $24,879,000 SEC
2013   Q2 142,023 0.03 Buy 0.03 $179.43–205.44 · VW $189.19i $25,948,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.04 $182.02–206.41 · VW $197.45i SEC
2012   Q4 145,429 0.04 Reduce 2.61% <0.01 $176.65–202.48 · VW $187.42i $26,632,000 SEC
2012   Q3 149,332 0.05 Reduce 1.78% <0.01 $173.85–199.16 · VW $190.45i $29,617,000 SEC
2012   Q2 152,041 0.13 Reduce 0.68% <0.01 $178.78–201.42 · VW $189.06i $28,429,000 SEC
2012   Q1 153,085 0.13 Reduce 1.80% <0.01 $169.55–199.92 · VW $189.65i $30,537,000 SEC
2011   Q4 155,889 0.12 Reduce 0.70% <0.01 $161.45–186.33 · VW $174.53i $27,404,000 SEC
2011   Q3 156,993 0.04 Reduce 1.23% <0.01 $150.22–177.47 · VW $164.96i $26,270,000 SEC
2011   Q2 158,946 0.03 Reduce 0.79% <0.01 $154.42–165.91 · VW $161.44i $26,068,000 SEC
2011   Q1 160,206 0.03 Reduce 1.94% <0.01 $140.19–160.34 · VW $152.14i $24,976,000 SEC
2010   Q4 163,383 0.03 Reduce 1.31% <0.01 $128.48–141.04 · VW $136.61i $22,924,000 SEC
2010   Q3 165,549 0.03 Reduce 10.26% <0.01 $115.31–130.12 · VW $124.56i $21,230,000 SEC
2010   Q2 184,473 0.03 Add 1.13% <0.01 $110.90–127.25 · VW $118.73i $21,777,000 SEC
2010   Q1 182,418 0.03 Reduce 2.30% <0.01 $116.26–128.35 · VW $122.41i $22,366,000 SEC
2009   Q4 186,718 0.03 Reduce 2.77% <0.01 $112.10–127.01 · VW $121.42i $23,367,000 SEC
2009   Q3 192,042 0.03 Reduce 4.73% <0.01 $95.12–117.48 · VW $108.98i $21,960,000 SEC
2009   Q2 201,572 0.03 Reduce 6.71% <0.01 $91.49–105.77 · VW $99.03i $20,122,000 SEC
2009   Q1 216,078 0.04 Reduce 3.01% <0.01 $78.16–95.47 · VW $88.75i $20,015,000 SEC
2008   Q4 222,784 0.03 Reduce 3.48% <0.01 $66.44–111.66 · VW $86.19i $17,925,000 SEC
2008   Q3 230,820 0.03 Reduce 4.26% <0.01 $105.11–125.17 · VW $114.03i $25,809,000 SEC
2008   Q2 241,084 0.03 Reduce 2.01% <0.01 $108.85–124.27 · VW $115.48i $27,319,000 SEC
2008   Q1 246,035 0.03 Reduce 2.27% <0.01 $92.77–114.52 · VW $105.79i $27,083,000 SEC
2007   Q4 251,738 0.02 Add 2.10% <0.01 $94.90–116.12 · VW $104.79i $26,016,000 SEC
2007   Q3 246,567 0.02 Reduce 1.32% <0.01 $99.14–113.66 · VW $108.47i $27,768,000 SEC
2007   Q2 249,874 0.02 Reduce 2.51% <0.01 $89.78–103.30 · VW $97.90i $25,143,000 SEC
2007   Q1 256,315 0.02 Reduce 8.49% <0.01 $84.87–96.46 · VW $90.48i $23,098,000 SEC
2006   Q4 280,091 0.02 Reduce 0.06% $77.97–93.58 · VW $88.14i $26,014,000 SEC
2006   Q3 280,264 0.02 Reduce 2.66% <0.01 $69.53–80.11 · VW $75.99i $21,955,000 SEC
2006   Q2 287,916 0.02 Reduce 1.25% <0.01 $72.72–80.74 · VW $75.63i $21,145,000 SEC
2006   Q1 291,556 0.02 Reduce 2.30% <0.01 $75.46–81.29 · VW $78.53i $22,987,000 SEC
2005   Q4 298,405 0.03 Reduce 5.56% <0.01 $75.24–85.98 · VW $79.94i $23,450,000 SEC
2005   Q3 315,965 0.03 Reduce 0.40% <0.01 $70.90–81.37 · VW $76.32i $24,232,000 SEC
2005   Q2 317,219 0.03 Add 0.37% <0.01 $68.69–87.72 · VW $75.78i $22,503,000 SEC
2005   Q1 316,048 0.03 Reduce 3.81% <0.01 $85.17–94.74 · VW $89.09i $27,610,000 SEC
2004   Q4 328,560 0.04 Reduce 1.40% <0.01 $80.58–94.65 · VW $89.82i $30,965,000 SEC
2004   Q3 333,224 0.04 Reduce 0.57% <0.01 $78.30–84.55 · VW $81.61i $27,314,000 SEC
2004   Q2 335,130 0.04 Reduce 0.26% <0.01 $81.38–90.39 · VW $85.35i $28,243,000 SEC
2004   Q1 335,997 0.11 Reduce 1.42% <0.01 $85.10–96.01 · VW $89.64i $29,501,000 SEC
2003   Q4 340,839 0.10 Reduce 4.57% <0.01 $83.68–90.38 · VW $87.56i $30,200,000 SEC
2003   Q3 357,153 0.10 Reduce 2.28% <0.01 $75.27–89.36 · VW $83.02i $30,160,000 SEC
2003   Q2 365,498 0.09 Reduce 0.91% <0.01 $74.68–86.42 · VW $79.99i $28,827,000 SEC
2003   Q1 368,862 0.09 Reduce 1.94% <0.01 $69.95–85.04 · VW $76.66i $27,658,000 SEC
2002   Q4 376,163 0.09 Reduce 6.57% <0.01 $51.63–85.53 · VW $70.42i $27,871,000 SEC
2002   Q3 402,622 0.08 Add 1.13% <0.01 $55.44–79.21 · VW $63.46i $22,444,000 SEC
2002   Q2 398,124 0.09 Reduce 4.66% <0.01 $63.19–99.43 · VW $77.15i $27,404,000 SEC
2002   Q1 417,580 0.14 Reduce 4.51% <0.01 $91.55–120.83 · VW $103.94i $41,518,000 SEC
2001   Q4 437,311 0.19 Reduce 12.49% 0.02 $87.32–119.22 · VW $107.39i $50,571,000 SEC
2001   Q3 499,720 0.19 Add 0.72% <0.01 $83.64–110.33 · VW $93.88i $43,819,000 SEC
2001   Q2 496,168 0.23 Add 4.72% 0.01 $86.09–114.63 · VW $103.08i $53,601,000 SEC
2001   Q1 473,793 0.20 Reduce 2.73% <0.01 $80.07–113.42 · VW $95.15i $43,565,000 SEC
2000   Q4 487,103 0.19 Reduce 0.57% <0.01 $76.54–114.36 · VW $90.72i $39,583,000 SEC
2000   Q3 489,895 0.27 Reduce 1.30% <0.01 $95.60–129.00 · VW $110.76i $52,689,000 SEC
2000   Q2 496,363 0.30 Reduce 2.77% <0.01 $96.80–122.37 · VW $107.97i $51,991,000 SEC
2000   Q1 510,495 0.34 Reduce 6.57% 0.02 $95.12–122.61 · VW $110.30i $57,589,000 SEC
1999   Q4 546,377 0.32 Reduce 2.25% <0.01 $85.09–117.83 · VW $102.02i $56,348,000 SEC
1999   Q3 558,927 0.39 Reduce 4.73% 0.02 $112.39–133.07 · VW $120.38i $64,655,000 SEC
1999   Q2 586,705 0.40 Reduce 20.57% 0.08 $77.92–126.20 · VW $109.23i $72,496,000 SEC
1999   Q1 738,679 0.39 $84.73 $62,586,000 SEC
Price snapshot:
Current price$290.23
Avg. buy price$215.75
+/- since buy34.52%
52-week low$212.34
52-week high$332.46