John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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
2018   Q1 0 0.00 Sell 100.00% 0.08 $138.05–163.60 · VW $149.45i SEC
2017   Q4 49,106 0.08 Reduce 0.04% $138.82–155.36 · VW $146.95i $7,202,000 SEC
2017   Q3 49,124 0.08 Reduce 0.05% $133.01–149.17 · VW $140.29i $6,814,000 SEC
2017   Q2 49,148 0.09 Reduce 11.42% 0.01 $143.20–168.58 · VW $152.95i $7,228,000 SEC
2017   Q1 55,487 0.11 Add 0.68% <0.01 $158.07–174.75 · VW $166.43i $9,238,000 SEC
2016   Q4 55,112 0.11 $158.70 $8,746,000 SEC
2016   Q3 55,112 0.11 Reduce 4.74% <0.01 $143.33–157.74 · VW $150.98i $8,369,000 SEC
2016   Q2 57,854 0.11 $145.11 $8,395,000 SEC
2016   Q1 57,854 0.11 Add 2.62% <0.01 $111.76–146.37 · VW $134.31i $8,377,000 SEC
2015   Q4 56,379 0.09 Reduce 3.77% <0.01 $125.86–146.41 · VW $134.61i $7,418,000 SEC
2015   Q3 58,589 0.11 Add 2.17% <0.01 $134.44–166.14 · VW $146.39i $8,120,000 SEC
2015   Q2 57,344 0.11 Add 0.39% <0.01 $151.42–168.55 · VW $158.49i $8,917,000 SEC
2015   Q1 57,119 0.11 Add 6.69% <0.01 $142.94–158.08 · VW $151.49i $8,764,000 SEC
2014   Q4 53,536 0.10 Reduce 0.20% <0.01 $143.88–182.50 · VW $159.92i $8,212,000 SEC
2014   Q3 53,641 0.14 Add 1.79% <0.01 $173.71–187.76 · VW $180.98i $9,735,000 SEC
2014   Q2 52,700 0.12 $173.31 $9,133,000 SEC
2014   Q1 52,700 0.13 Add 2.03% <0.01 $164.62–187.03 · VW $178.56i $9,698,000 SEC
2013   Q4 51,654 0.13 Reduce 0.04% <0.01 $164.98–179.53 · VW $174.61i $9,263,000 SEC
2013   Q3 51,674 0.15 Add 51.76% 0.05 $173.14–192.10 · VW $180.76i $9,148,000 SEC
2013   Q2 34,049 0.12 Add 40.97% 0.03 $179.43–205.44 · VW $189.19i $6,221,000 SEC
2013   Q1 24,154 0.10 $203.94 $4,926,000 SEC
2012   Q4 24,154 0.11 Reduce 20.90% 0.03 $176.65–202.48 · VW $187.42i $4,423,000 SEC
2012   Q3 30,535 0.15 $198.33 $6,056,000 SEC
2012   Q2 30,535 0.15 Add 0.17% <0.01 $178.78–201.42 · VW $189.06i $5,709,000 SEC
2012   Q1 30,483 0.15 Reduce 4.90% <0.01 $169.55–199.92 · VW $189.65i $6,080,000 SEC
2011   Q4 32,052 0.15 Reduce 30.35% 0.07 $161.45–186.33 · VW $174.53i $5,634,000 SEC
2011   Q3 46,016 0.24 Add 42.02% 0.07 $150.22–177.47 · VW $164.96i $7,693,000 SEC
2011   Q2 32,402 0.12 Reduce 21.93% 0.04 $154.42–165.91 · VW $161.44i $5,314,000 SEC
2011   Q1 41,502 0.17 $155,898.65 $6,470,128,000 SEC
2010   Q4 41,502 0.13 Reduce 11.69% 0.02 $128.48–141.04 · VW $136.61i $5,822,997,000 SEC
2010   Q3 46,994 0.15 Add 7.52% 0.01 $115.31–130.12 · VW $124.56i $6,026,508,000 SEC
2010   Q2 43,709 0.14 Add 17.39% 0.02 $110.90–127.25 · VW $118.73i $5,159,859,000 SEC
2010   Q1 37,234 0.10 Reduce 65.01% 0.21 $116.26–128.35 · VW $122.41i $4,565,315,000 SEC
2009   Q4 106,412 0.32 Add 28.82% 0.07 $112.10–127.01 · VW $121.42i $13,316,719,000 SEC
2009   Q3 82,603 0.28 Reduce 3.78% 0.01 $95.12–117.48 · VW $108.98i $9,445,483,000 SEC
2009   Q2 85,845 0.27 Reduce 0.61% <0.01 $91.49–105.77 · VW $99.03i $8,569,749,000 SEC
2009   Q1 86,368 0.29 Reduce 38.85% 0.12 $78.16–95.47 · VW $88.75i $8,000,207,000 SEC
2008   Q4 141,241 0.32 Reduce 10.33% 0.03 $66.44–111.66 · VW $86.19i $11,364,125,000 SEC
2008   Q3 157,517 0.30 Reduce 15.44% 0.05 $105.11–125.17 · VW $114.03i $17,613,006,000 SEC
2008   Q2 186,287 0.33 Reduce 17.15% 0.06 $108.85–124.27 · VW $115.48i $24,359,692,000 SEC
2008   Q1 224,853 0.33 Reduce 34.09% 0.14 $92.77–114.52 · VW $105.79i $24,750,760,000 SEC
2007   Q4 341,153 0.40 Add 883.86% 0.36 $94.90–116.12 · VW $104.79i $35,257,300,000 SEC
2007   Q3 34,675 0.04 Reduce 8.08% <0.01 $99.14–113.66 · VW $108.47i $3,905,000,000 SEC
2007   Q1 37,724 0.03 Add 11.86% <0.01 $84.87–96.46 · VW $90.48i $3,399,000,000 SEC
2006   Q4 33,723 0.03 Add 1.26% <0.01 $77.97–93.58 · VW $88.14i $3,132,000,000 SEC
2006   Q3 33,305 0.02 Add 13.96% <0.01 $69.53–80.11 · VW $75.99i $2,609,000,000 SEC
2006   Q2 29,225 0.02 Add 92.16% <0.01 $72.72–80.74 · VW $75.63i $2,146,000,000 SEC
2006   Q1 15,209 <0.01 Add 123.37% <0.01 $75.46–81.29 · VW $78.53i $1,199,000 SEC
2005   Q4 6,809 <0.01 Add 22.60% <0.01 $75.24–85.98 · VW $79.94i $535,000 SEC
2005   Q3 5,554 <0.01 Buy <0.01 $70.90–81.37 · VW $76.32i $426,000 SEC
Price snapshot:
Current price$290.23
52-week low$212.34
52-week high$332.46