Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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   Q3 0 0.00 Sell 100.00% 0.01 $143.33–157.74 · VW $150.98i SEC
2016   Q2 2,877 0.01 Reduce 8.02% <0.01 $136.23–148.64 · VW $143.33i $417,000 SEC
2016   Q1 3,128 0.01 Add 1.72% <0.01 $111.76–146.37 · VW $134.31i $453,000 SEC
2015   Q4 3,075 0.01 Reduce 1.35% <0.01 $125.86–146.41 · VW $134.61i $405,000 SEC
2015   Q3 3,117 0.01 Add 2.06% <0.01 $134.44–166.14 · VW $146.39i $432,000 SEC
2015   Q2 3,054 0.01 Reduce 13.87% <0.01 $151.42–168.55 · VW $158.49i $475,000 SEC
2015   Q1 3,546 0.01 Add 3.35% <0.01 $142.94–158.08 · VW $151.49i $544,000 SEC
2014   Q4 3,431 0.01 Add 25.17% <0.01 $143.88–182.50 · VW $159.92i $526,000 SEC
2014   Q3 2,741 0.01 Add 7.41% <0.01 $173.71–187.76 · VW $180.98i $497,000 SEC
2014   Q2 2,552 0.01 Reduce 14.10% <0.01 $171.39–190.45 · VW $178.38i $442,000 SEC
2014   Q1 2,971 0.01 Add 4.43% <0.01 $164.62–187.03 · VW $178.56i $547,000 SEC
2013   Q4 2,845 0.01 Add 54.54% <0.01 $164.98–179.53 · VW $174.61i $510,000 SEC
2013   Q3 1,841 0.01 Add 49.92% <0.01 $173.14–192.10 · VW $180.76i $326,000 SEC
2013   Q2 1,228 <0.01 Add 19.80% <0.01 $179.43–205.44 · VW $189.19i $224,000 SEC
2013   Q1 1,025 <0.01 Buy <0.01 $182.02–206.41 · VW $197.45i $209,000 SEC
2010   Q3 0 0.00 Sell 100.00% <0.01 $115.31–130.12 · VW $124.56i SEC
2010   Q2 4,531 <0.01 Add 62.75% <0.01 $110.90–127.25 · VW $118.73i $535,000 SEC
2010   Q1 2,784 <0.01 Reduce 14.47% <0.01 $116.26–128.35 · VW $122.41i $341,000 SEC
2009   Q4 3,255 0.01 Add 4.36% <0.01 $112.10–127.01 · VW $121.42i $407,000 SEC
2009   Q3 3,119 <0.01 $114.46 $357,000 SEC
2009   Q2 3,119 <0.01 $99.70 $311,000 SEC
2009   Q1 3,119 <0.01 Reduce 23.61% <0.01 $78.16–95.47 · VW $88.75i $289,000 SEC
2008   Q4 4,083 <0.01 Add 7.17% <0.01 $66.44–111.66 · VW $86.19i $328,000 SEC
2008   Q3 3,810 <0.01 Reduce 5.20% <0.01 $105.11–125.17 · VW $114.03i $426,000 SEC
2008   Q2 4,019 <0.01 Reduce 11.51% <0.01 $108.85–124.27 · VW $115.48i $455,000 SEC
2008   Q1 4,542 <0.01 $110.09 $500,000 SEC
2007   Q4 4,542 <0.01 Add 14.75% <0.01 $94.90–116.12 · VW $104.79i $469,000 SEC
2007   Q3 3,958 <0.01 $112.68 $446,000 SEC
2007   Q2 3,958 <0.01 $100.55 $398,000 SEC
2007   Q1 3,958 <0.01 $90.19 $357,000 SEC
2006   Q4 3,958 0.01 Add 19.98% <0.01 $77.97–93.58 · VW $88.14i $368,000 SEC
2006   Q3 3,299 0.01 $78.20 $258,000 SEC
2006   Q2 3,299 0.01 $73.36 $242,000 SEC
2006   Q1 3,299 0.01 Reduce 3.68% <0.01 $75.46–81.29 · VW $78.53i $260,000 SEC
2005   Q4 3,425 <0.01 Add 28.23% <0.01 $75.24–85.98 · VW $79.94i $269,000 SEC
2005   Q3 2,671 <0.01 $76.74 $205,000 SEC
2005   Q2 2,671 <0.01 Reduce 15.26% <0.01 $68.69–87.72 · VW $75.78i $190,000 SEC
2005   Q1 3,152 <0.01 Reduce 1.75% <0.01 $85.17–94.74 · VW $89.09i $275,000 SEC
2004   Q4 3,208 0.01 Add 20.10% <0.01 $80.58–94.65 · VW $89.82i $302,000 SEC
2004   Q3 2,671 <0.01 $81.98 $219,000 SEC
2004   Q2 2,671 <0.01 $84.23 $225,000 SEC
2004   Q1 2,671 0.01 $87.96 $235,000 SEC
2003   Q4 2,671 0.01 $88.72 $237,000 SEC
2003   Q3 2,671 0.01 $84.60 $226,000 SEC
2003   Q2 2,671 0.01 $78.99 $211,000 SEC
2003   Q1 2,671 0.02 $74.98 $200,310 SEC
2002   Q4 2,671 0.02 Add 18.98% <0.01 $51.63–85.53 · VW $70.42i $198,000 SEC
2002   Q3 2,245 0.02 $55,745.58 $125,133,000 SEC
2002   Q2 2,245 0.03 $68,833.65 $154,512,000 SEC
2002   Q1 2,245 0.06 Reduce 4.43% <0.01 $91.55–120.83 · VW $103.94i $223,184,000 SEC
2001   Q4 2,349 0.13 Reduce 6.90% 0.01 $87.32–119.22 · VW $107.39i $271,676,000 SEC
2001   Q3 2,523 0.15 $87,686.57 $221,229,000 SEC
2001   Q2 2,523 0.18 Add 2.10% <0.01 $86.09–114.63 · VW $103.08i $272,556,000 SEC
2001   Q1 2,471 0.17 Reduce 18.88% 0.03 $80.07–113.42 · VW $95.15i $227,177,000 SEC
2000   Q4 3,046 0.17 Add 32.84% 0.04 $76.54–114.36 · VW $90.72i $247,520,000 SEC
2000   Q3 2,293 0.18 Buy 0.18 $95.60–129.00 · VW $110.76i $246,600,000 SEC
Price snapshot:
Current price$290.23
52-week low$212.34
52-week high$332.46