Arnold Van Den Berg's IBM Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 36,875 shares of International Business Machines Corporation (IBM) worth $10.92 M, representing 2.50% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in IBM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 90,712 shares. Largest reduction occurred in Q4 2014, reducing 90,434 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -226 | Reduce 0.61% | 36,875 | $296.21 |
| Q3 2025 | -3,545 | Reduce 8.72% | 37,101 | $282.16 |
| Q2 2025 | -1,728 | Reduce 4.08% | 40,646 | $294.78 |
| Q1 2025 | -417 | Reduce 0.97% | 42,374 | $248.66 |
| Q4 2024 | -19 | Reduce 0.04% | 42,791 | $219.83 |
| Q3 2024 | -1,247 | Reduce 2.83% | 42,810 | $221.08 |
| Q2 2024 | +810 | Add 1.87% | 44,057 | $172.95 |
| Q1 2024 | +722 | Add 1.70% | 43,247 | $190.96 |
| Q4 2023 | -558 | Reduce 1.30% | 42,525 | $163.55 |
| Q3 2023 | +1,929 | Add 4.69% | 43,083 | $140.30 |
| Q2 2023 | +2,894 | Add 7.56% | 41,154 | $133.81 |
| Q1 2023 | +1,599 | Add 4.36% | 38,260 | $131.09 |
| Q4 2022 | -8,154 | Reduce 18.19% | 36,661 | $140.89 |
| Q3 2022 | +7,226 | Add 19.22% | 44,815 | $118.82 |
| Q2 2022 | -646 | Reduce 1.69% | 37,589 | $141.18 |
| Q1 2022 | -7,586 | Reduce 16.56% | 38,235 | $130.01 |
| Q4 2021 | +37,986 | Add 484.82% | 45,821 | $133.67 |
| Q3 2021 | +2,221 | Add 39.56% | 7,835 | $138.99 |
| Q2 2021 | +1,211 | Add 27.50% | 5,614 | $146.60 |
| Q1 2021 | +4,403 | New Buy | 4,403 | $133.32 |
| Q4 2018 | -44,409 | Sold Out | 0 | $0.00 |
| Q3 2018 | -1,696 | Reduce 3.68% | 44,409 | $151.21 |
| Q2 2018 | -1,054 | Reduce 2.23% | 46,105 | $139.70 |
| Q1 2018 | -23,886 | Reduce 33.62% | 47,159 | $153.44 |
| Q4 2017 | -10,502 | Reduce 12.88% | 71,045 | $153.42 |
| Q3 2017 | -3,758 | Reduce 4.41% | 81,547 | $145.08 |
| Q2 2017 | -2,772 | Reduce 3.15% | 85,305 | $153.82 |
| Q1 2017 | -3,261 | Reduce 3.57% | 88,077 | $174.14 |
| Q4 2016 | -2,601 | Reduce 2.77% | 91,338 | $165.99 |
| Q3 2016 | -1,715 | Reduce 1.79% | 93,939 | $158.85 |
| Q2 2016 | -2,015 | Reduce 2.06% | 95,654 | $151.78 |
| Q1 2016 | +90,712 | Add 1303.90% | 97,669 | $151.45 |
| Q4 2015 | +4,772 | Add 218.40% | 6,957 | $137.56 |
| Q3 2015 | +2,185 | New Buy | 2,185 | $145.08 |
| Q4 2014 | -90,434 | Sold Out | 0 | $0.00 |
| Q3 2014 | +4,450 | Add 5.18% | 90,434 | $189.83 |
| Q2 2014 | -612 | Reduce 0.71% | 85,984 | $181.27 |
| Q1 2014 | +80,155 | Add 1244.45% | 86,596 | $192.49 |
| Q4 2013 | +6,441 | New Buy | 6,441 | $187.55 |
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 39 quarters since Q4 2013.
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.
According to the latest 13F filing for Q4 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 36,875 shares of International Business Machines Corporation (IBM), valued at approximately $10.92 M.
As of the Q4 2025 filing, International Business Machines Corporation (IBM) represents approximately 2.50% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings.
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.