Robert Millen - Jensen Investment Management Inc
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 0.01 SEC
2016   Q2 2,750 0.01 Reduce 8.03% <0.01 $151.64 $417,000 SEC
2016   Q1 2,990 0.01 Add 1.70% <0.01 $151.51 $453,000 SEC
2015   Q4 2,940 0.01 Reduce 1.34% <0.01 $137.76 $405,000 SEC
2015   Q3 2,980 0.01 Add 2.05% <0.01 $144.97 $432,000 SEC
2015   Q2 2,920 0.01 Reduce 13.86% <0.01 $162.67 $475,000 SEC
2015   Q1 3,390 0.01 Add 3.35% <0.01 $160.47 $544,000 SEC
2014   Q4 3,280 0.01 Add 25.19% <0.01 $160.37 $526,000 SEC
2014   Q3 2,620 0.01 Add 7.38% <0.01 $189.69 $497,000 SEC
2014   Q2 2,440 0.01 Reduce 14.08% <0.01 $181.15 $442,000 SEC
2014   Q1 2,840 0.01 Add 4.41% <0.01 $192.61 $547,000 SEC
2013   Q4 2,720 0.01 Add 54.55% <0.01 $187.50 $510,000 SEC
2013   Q3 1,760 0.01 Add 49.91% <0.01 $185.23 $326,000 SEC
2013   Q2 1,174 <0.01 Add 19.80% <0.01 $190.80 $224,000 SEC
2013   Q1 980 <0.01 Buy <0.01 $213.27 $209,000 SEC
2010   Q3 0 0.00 Sell 100.00% 0.01 SEC
2010   Q2 4,332 0.01 Add 62.73% <0.01 $123.50 $535,000 SEC
2010   Q1 2,662 <0.01 Reduce 14.46% <0.01 $128.10 $341,000 SEC
2009   Q4 3,112 0.01 Add 4.36% <0.01 $130.78 $407,000 SEC
2009   Q3 2,982 0.01 $119.72 $357,000 SEC
2009   Q2 2,982 0.01 $104.29 $311,000 SEC
2009   Q1 2,982 0.01 Reduce 23.60% <0.01 $96.91 $289,000 SEC
2008   Q4 3,903 0.01 Add 7.17% <0.01 $84.04 $328,000 SEC
2008   Q3 3,642 0.01 Reduce 5.21% <0.01 $116.97 $426,000 SEC
2008   Q2 3,842 0.01 Reduce 11.52% <0.01 $118.43 $455,000 SEC
2008   Q1 4,342 0.01 $115.15 $500,000 SEC
2007   Q4 4,342 0.01 Add 14.75% <0.01 $108.01 $469,000 SEC
2007   Q3 3,784 0.01 $117.86 $446,000 SEC
2007   Q2 3,784 0.01 $105.18 $398,000 SEC
2007   Q1 3,784 0.01 $94.34 $357,000 SEC
2006   Q4 3,784 0.01 Add 19.97% <0.01 $97.25 $368,000 SEC
2006   Q3 3,154 0.01 $81.80 $258,000 SEC
2006   Q2 3,154 0.01 $76.73 $242,000 SEC
2006   Q1 3,154 0.01 Reduce 3.67% <0.01 $82.44 $260,000 SEC
2005   Q4 3,274 0.01 Add 28.19% <0.01 $82.16 $269,000 SEC
2005   Q3 2,554 0.01 $80.27 $205,000 SEC
2005   Q2 2,554 0.01 Reduce 15.23% <0.01 $74.39 $190,000 SEC
2005   Q1 3,013 0.01 Reduce 1.76% <0.01 $91.27 $275,000 SEC
2004   Q4 3,067 0.01 Add 20.09% <0.01 $98.47 $302,000 SEC
2004   Q3 2,554 0.01 $85.75 $219,000 SEC
2004   Q2 2,554 0.01 $88.10 $225,000 SEC
2004   Q1 2,554 0.01 $92.01 $235,000 SEC
2003   Q4 2,554 0.01 $92.80 $237,000 SEC
2003   Q3 2,554 0.01 $88.49 $226,000 SEC
2003   Q2 2,554 0.01 $82.62 $211,000 SEC
2003   Q1 2,554 0.02 $78,429.91 $200,310,000 SEC
2002   Q4 2,554 0.02 Add 19.01% <0.01 $77.53 $198,000 SEC
2002   Q3 2,146 0.02 $58,309.88 $125,133,000 SEC
2002   Q2 2,146 0.03 $72,000.00 $154,512,000 SEC
2002   Q1 2,146 0.06 Reduce 4.45% <0.01 $104,000.00 $223,184,000 SEC
2001   Q4 2,246 0.13 Reduce 6.88% 0.01 $120,959.93 $271,676,000 SEC
2001   Q3 2,412 0.15 $91,720.15 $221,229,000 SEC
2001   Q2 2,412 0.18 Add 2.12% <0.01 $113,000.00 $272,556,000 SEC
2001   Q1 2,362 0.17 Reduce 18.89% 0.03 $96,179.93 $227,177,000 SEC
2000   Q4 2,912 0.17 Add 32.85% 0.04 $85,000.00 $247,520,000 SEC
2000   Q3 2,192 0.18 Buy 0.18 $112,500.00 $246,600,000 SEC