Arnold Van Den Berg's IBM Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 37,101 shares of International Business Machines Corporation (IBM) worth $10.47 M, representing 2.62% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Arnold Van Den Berg has maintained a long-term strategic position in IBM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 90,712 shares. Largest reduction occurred in Q3 2015, reducing 88,249 shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's International Business Machines Corporation (IBM) Holding Value Over Time
Track share changes against reported price movement
Quarterly International Business Machines Corporation (IBM) Trades by Arnold Van Den Berg
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +6,441 | New Buy | 6,441 | $187.55 |
| Q1 2014 | +80,155 | Add 1244.45% | 86,596 | $192.49 |
| Q2 2014 | -612 | Reduce 0.71% | 85,984 | $181.27 |
| Q3 2014 | +4,450 | Add 5.18% | 90,434 | $189.83 |
| Q4 2014 | -90,434 | Sold Out | 90,434 | $0.00 |
| Q3 2015 | +2,185 | New Buy | 2,185 | $145.08 |
| Q4 2015 | +4,772 | Add 218.40% | 6,957 | $137.56 |
| Q1 2016 | +90,712 | Add 1303.90% | 97,669 | $151.45 |
| Q2 2016 | -2,015 | Reduce 2.06% | 95,654 | $151.78 |
| Q3 2016 | -1,715 | Reduce 1.79% | 93,939 | $158.85 |
| Q4 2016 | -2,601 | Reduce 2.77% | 91,338 | $165.99 |
| Q1 2017 | -3,261 | Reduce 3.57% | 88,077 | $174.14 |
| Q2 2017 | -2,772 | Reduce 3.15% | 85,305 | $153.82 |
| Q3 2017 | -3,758 | Reduce 4.41% | 81,547 | $145.08 |
| Q4 2017 | -10,502 | Reduce 12.88% | 71,045 | $153.42 |
| Q1 2018 | -23,886 | Reduce 33.62% | 47,159 | $153.44 |
| Q2 2018 | -1,054 | Reduce 2.23% | 46,105 | $139.70 |
| Q3 2018 | -1,696 | Reduce 3.68% | 44,409 | $151.21 |
| Q4 2018 | -44,409 | Sold Out | 44,409 | $0.00 |
| Q1 2021 | +4,403 | New Buy | 4,403 | $133.32 |
| Q2 2021 | +1,211 | Add 27.50% | 5,614 | $146.60 |
| Q3 2021 | +2,221 | Add 39.56% | 7,835 | $138.99 |
| Q4 2021 | +37,986 | Add 484.82% | 45,821 | $133.67 |
| Q1 2022 | -7,586 | Reduce 16.56% | 38,235 | $130.01 |
| Q2 2022 | -646 | Reduce 1.69% | 37,589 | $141.18 |
| Q3 2022 | +7,226 | Add 19.22% | 44,815 | $118.82 |
| Q4 2022 | -8,154 | Reduce 18.19% | 36,661 | $140.89 |
| Q1 2023 | +1,599 | Add 4.36% | 38,260 | $131.09 |
| Q2 2023 | +2,894 | Add 7.56% | 41,154 | $133.81 |
| Q3 2023 | +1,929 | Add 4.69% | 43,083 | $140.30 |
| Q4 2023 | -558 | Reduce 1.30% | 42,525 | $163.55 |
| Q1 2024 | +722 | Add 1.70% | 43,247 | $190.96 |
| Q2 2024 | +810 | Add 1.87% | 44,057 | $172.95 |
| Q3 2024 | -1,247 | Reduce 2.83% | 42,810 | $221.08 |
| Q4 2024 | -19 | Reduce 0.04% | 42,791 | $219.83 |
| Q1 2025 | -417 | Reduce 0.97% | 42,374 | $248.66 |
| Q2 2025 | -1,728 | Reduce 4.08% | 40,646 | $294.78 |
| Q3 2025 | -3,545 | Reduce 8.72% | 37,101 | $282.16 |
Arnold Van Den Berg's International Business Machines Corporation Investment FAQs
Arnold Van Den Berg first purchased International Business Machines Corporation (IBM) in Q4 2013, acquiring 6,441 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held International Business Machines Corporation (IBM) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to International Business Machines Corporation (IBM) was in Q1 2016, adding 97,669 shares worth $14.79 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 37,101 shares of International Business Machines Corporation (IBM), valued at approximately $10.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, International Business Machines Corporation (IBM) represents approximately 2.62% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's peak holding in International Business Machines Corporation (IBM) was 97,669 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.