# What value investors bought and sold in Q3 2013 | moatshark

In Q3 2013, 27 value investors filed 13Fs. The most popular buy was Microsoft, added to by 7 managers (1 buying for the first time), followed by Visa and…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Microsoft (MSFT) | 7 | 1 | $783m |
| Visa (V) | 6 | 0 | $349m |
| Schlumberger (SLB) | 6 | 1 | $92.4m |
| National Oilwell Varco (NOV) | 5 | 0 | $533m |
| Mastercard (MA) | 5 | 0 | $113m |
| Apple (AAPL) | 4 | 3 | $2.2bn |
| Twenty First Centy Fox | 4 | 3 | $897m |
| Oracle (ORCL) | 4 | 0 | $705m |
| News (NWSA) | 4 | 4 | $677m |
| Berkshire Hathaway (BRK.B) | 4 | 1 | $300m |
| Pepsico (PEP) | 4 | 1 | $226m |
| American Express (AXP) | 4 | 1 | $120m |
| Wal-Mart Stores (WMT) | 4 | 0 | $28.0m |
| General Electric (GE) | 4 | 0 | $539k |
| Exxon Mobil (EXMOC) | 3 | 0 | $762m |
| Apache (9990302D) | 3 | 0 | $683m |
| UnitedHealth Group (UNH) | 3 | 0 | $376m |
| Qualcomm (QCOM) | 3 | 1 | $234m |
| Forest Labs | 3 | 2 | $176m |
| Mcdonalds (MCD) | 3 | 0 | $174m |
| Ebay (EBAY) | 3 | 0 | $136m |
| Mosaic (MOS) | 3 | 3 | $135m |
| Automatic Data Processing (ADP) | 3 | 1 | $132m |
| JPMorgan Chase (JPM) | 3 | 0 | $115m |
| Wells Fargo & Company (WFC) | 3 | 0 | $93.9m |
| US Bancorp (USB) | 3 | 0 | $38.0m |
| Lowe’s (LOW) | 3 | 1 | $33.1m |
| Walt Disney (DIS) | 3 | 0 | $25.8m |
| Colgate-Palmolive (CL) | 3 | 0 | $18.4m |
| Grupo Televisa (TV) | 3 | 0 | $11.6m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | 7 | 0 | $887m |
| Alphabet (GOOG) | 6 | 1 | $240m |
| ConocoPhillips (COP) | 5 | 1 | $644m |
| Walt Disney (DIS) | 5 | 0 | $426m |
| Microsoft (MSFT) | 5 | 2 | $176m |
| BNY (BK) | 5 | 0 | $119m |
| Comcast (CMCSA) | 5 | 1 | $95.7m |
| Diageo (DEO) | 5 | 0 | $26.5m |
| Exxon Mobil (EXMOC) | 5 | 1 | $24.7m |
| Charles Schwab (SCHW) | 5 | 0 | $22.0m |
| Wal-Mart Stores (WMT) | 5 | 1 | $21.7m |
| Dell | 4 | 3 | $3.1bn |
| BP Amoco (BP) | 4 | 1 | $543m |
| Procter & Gamble (PG) | 4 | 1 | $541m |
| Boeing (BA) | 4 | 0 | $467m |
| Directv | 4 | 0 | $304m |
| Johnson & Johnson (JNJ) | 4 | 0 | $261m |
| Loews (L) | 4 | 0 | $142m |
| Intel (INTC) | 4 | 0 | $134m |
| Wells Fargo & Company (WFC) | 4 | 0 | $114m |
| Automatic Data Processing (ADP) | 4 | 3 | $106m |
| Goldman Sachs Group (GS) | 4 | 0 | $104m |
| Oracle (ORCL) | 4 | 0 | $87.6m |
| Apple (AAPL) | 4 | 0 | $79.0m |
| Bank of America (BAC) | 4 | 0 | $62.3m |
| American Express (AXP) | 4 | 0 | $51.0m |
| Bausch Health Companies (BHC) | 4 | 0 | $40.3m |
| Washington Post - | 4 | 1 | $6.8m |
| Home Depot (HD) | 4 | 1 | $6.1m |
| 3M Company (MMM) | 4 | 0 | $4.3m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | 13 | $7.8bn | 24.3% |
| Visa (V) | 11 | $2.8bn | 7.2% |
| Johnson & Johnson (JNJ) | 11 | $968m | 16.0% |
| Microsoft (MSFT) | 10 | $6.9bn | 20.1% |
| Mastercard (MA) | 10 | $3.4bn | 11.4% |
| Apple (AAPL) | 10 | $2.8bn | 9.6% |
| Wells Fargo & Company (WFC) | 9 | $27bn | 20.8% |
| American Express (AXP) | 9 | $15bn | 12.4% |
| International Business Machines (IBM) | 9 | $13bn | 13.7% |
| Wal-Mart Stores (WMT) | 9 | $5.4bn | 4.0% |
| Oracle (ORCL) | 9 | $4.0bn | 10.5% |
| Exxon Mobil (EXMOC) | 9 | $4.0bn | 14.4% |
| General Electric (GE) | 9 | $2.2bn | 2.4% |
| Philip Morris International (PM) | 9 | $2.0bn | 8.8% |
| Pepsico (PEP) | 9 | $1.3bn | 17.9% |
| 3M Company (MMM) | 9 | $1.2bn | 6.6% |
| Coca-Cola (KO) | 8 | $16bn | 16.5% |
| BNY (BK) | 8 | $7.4bn | 6.8% |
| Alphabet (GOOG) | 8 | $4.6bn | 7.8% |
| Procter & Gamble (PG) | 8 | $4.3bn | 6.5% |
| Schlumberger (SLB) | 8 | $4.0bn | 4.0% |
| US Bancorp (USB) | 8 | $3.6bn | 3.1% |
| Bank of America (BAC) | 8 | $3.2bn | 22.5% |
| Walt Disney (DIS) | 8 | $918m | 16.7% |
| Comcast (CMCSA) | 7 | $5.0bn | 5.3% |
| Goldman Sachs Group (GS) | 7 | $2.5bn | 4.9% |
| ConocoPhillips (COP) | 7 | $1.8bn | 5.0% |
| National Oilwell Varco (NOV) | 6 | $2.8bn | 3.1% |
| Charles Schwab (SCHW) | 6 | $2.7bn | 8.7% |
| Mondelez International (MDLZ) | 6 | $2.6bn | 23.6% |
| Merck & Co. (MRK) | 6 | $2.5bn | 3.9% |
| Intel (INTC) | 6 | $2.5bn | 3.9% |
| JPMorgan Chase (JPM) | 6 | $2.4bn | 2.7% |
| Costco Wholesale (COST) | 6 | $2.1bn | 3.8% |
| American International Group (AIG) | 6 | $1.7bn | 2.8% |
| Phillips 66 (PSX) | 6 | $1.6bn | 1.7% |
| Chevron (CVX) | 6 | $1.4bn | 1.6% |
| Diageo (DEO) | 6 | $985m | 5.3% |
| Royal Dutch Shell PLC Spon (RDS.A) | 6 | $730m | 0.8% |
| Citigroup (C) | 6 | $631m | 16.5% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2013-q3). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.