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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 0.08 SEC
2017   Q4 46,946 0.08 Reduce 0.04% $153.41 $7,202,000 SEC
2017   Q3 46,964 0.08 Reduce 0.05% $145.09 $6,814,000 SEC
2017   Q2 46,987 0.09 Reduce 11.42% 0.01 $153.83 $7,228,000 SEC
2017   Q1 53,047 0.11 Add 0.68% <0.01 $174.15 $9,238,000 SEC
2016   Q4 52,688 0.11 $166.00 $8,746,000 SEC
2016   Q3 52,688 0.11 Reduce 4.74% <0.01 $158.84 $8,369,000 SEC
2016   Q2 55,310 0.11 $151.78 $8,395,000 SEC
2016   Q1 55,310 0.11 Add 2.62% <0.01 $151.46 $8,377,000 SEC
2015   Q4 53,900 0.09 Reduce 3.77% <0.01 $137.63 $7,418,000 SEC
2015   Q3 56,012 0.11 Add 2.17% <0.01 $144.97 $8,120,000 SEC
2015   Q2 54,822 0.11 Add 0.39% <0.01 $162.65 $8,917,000 SEC
2015   Q1 54,607 0.11 Add 6.69% <0.01 $160.49 $8,764,000 SEC
2014   Q4 51,182 0.10 Reduce 0.20% <0.01 $160.45 $8,212,000 SEC
2014   Q3 51,282 0.14 Add 1.79% <0.01 $189.83 $9,735,000 SEC
2014   Q2 50,382 0.12 $181.28 $9,133,000 SEC
2014   Q1 50,382 0.13 Add 2.03% <0.01 $192.49 $9,698,000 SEC
2013   Q4 49,382 0.13 Reduce 0.04% <0.01 $187.58 $9,263,000 SEC
2013   Q3 49,402 0.15 Add 51.76% 0.05 $185.17 $9,148,000 SEC
2013   Q2 32,552 0.12 Add 40.97% 0.03 $191.11 $6,221,000 SEC
2013   Q1 23,092 0.10 $213.32 $4,926,000 SEC
2012   Q4 23,092 0.11 Reduce 20.90% 0.03 $191.54 $4,423,000 SEC
2012   Q3 29,192 0.15 $207.45 $6,056,000 SEC
2012   Q2 29,192 0.15 Add 0.17% <0.01 $195.57 $5,709,000 SEC
2012   Q1 29,142 0.15 Reduce 4.90% <0.01 $208.63 $6,080,000 SEC
2011   Q4 30,642 0.15 Reduce 30.35% 0.07 $183.87 $5,634,000 SEC
2011   Q3 43,992 0.24 Add 42.02% 0.07 $174.87 $7,693,000 SEC
2011   Q2 30,977 0.12 Reduce 21.93% 0.04 $171.55 $5,314,000 SEC
2011   Q1 39,677 0.17 $163,069.99 $6,470,128,000 SEC
2010   Q4 39,677 0.13 Reduce 11.69% 0.02 $146,760.01 $5,822,997,000 SEC
2010   Q3 44,927 0.15 Add 7.51% 0.01 $134,140.00 $6,026,508,000 SEC
2010   Q2 41,787 0.14 Add 17.39% 0.02 $123,480.01 $5,159,859,000 SEC
2010   Q1 35,597 0.10 Reduce 65.01% 0.21 $128,249.99 $4,565,315,000 SEC
2009   Q4 101,732 0.32 Add 28.82% 0.07 $130,900.00 $13,316,719,000 SEC
2009   Q3 78,970 0.28 Reduce 3.78% 0.01 $119,608.50 $9,445,483,000 SEC
2009   Q2 82,070 0.27 Reduce 0.61% <0.01 $104,420.00 $8,569,749,000 SEC
2009   Q1 82,570 0.29 Reduce 38.85% 0.14 $96,890.00 $8,000,207,000 SEC
2008   Q4 135,030 0.37 Reduce 10.33% 0.03 $84,160.00 $11,364,125,000 SEC
2008   Q3 150,590 0.30 Reduce 26.73% 0.09 $116,960.00 $17,613,006,000 SEC
2008   Q2 205,515 0.33 Reduce 4.40% 0.01 $118,530.00 $24,359,692,000 SEC
2008   Q1 214,965 0.33 Reduce 34.09% 0.14 $115,138.56 $24,750,760,000 SEC
2007   Q4 326,150 0.40 Add 883.86% 0.36 $108,101.49 $35,257,300,000 SEC
2007   Q3 33,150 0.04 Reduce 8.08% <0.01 $117,797.89 $3,905,000,000 SEC
2007   Q1 36,065 0.03 Add 11.86% <0.01 $94,246.50 $3,399,000,000 SEC
2006   Q4 32,240 0.03 Add 1.26% <0.01 $97,146.40 $3,132,000,000 SEC
2006   Q3 31,840 0.02 Add 13.96% <0.01 $81,940.95 $2,609,000,000 SEC
2006   Q2 27,940 0.02 Buy 0.02 $76,807.44 $2,146,000,000 SEC
2006   Q1 0 0.00 Sell 100.00% <0.01 SEC
2005   Q4 6,510 <0.01 Add 22.60% <0.01 $82.18 $535,000 SEC
2005   Q3 5,310 <0.01 Buy <0.01 $80.23 $426,000 SEC