John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Archer-Daniels-Midland Co. (ADM)
← All ADM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 15,757,140 0.63 Reduce 7.77% 0.04 $65.07–83.10 · VW $75.98i $1,145,386,507 SEC
2025   Q4 17,084,645 0.53 Add 13.38% 0.06 $57.17–70.09 · VW $65.43i $982,196,241 SEC
2025   Q3 15,068,544 0.49 Add 130.07% 0.28 $55.58–65.00 · VW $60.44i $900,194,819 SEC
2025   Q2 6,549,624 0.19 Buy 0.19 $46.81–64.38 · VW $57.94i $345,689,155 SEC
2007   Q1 0 0.00 Sell 100.00% <0.01 $32.83–39.65 · VW $35.84i SEC
2006   Q4 15,445 <0.01 Buy <0.01 $30.20–36.55 · VW $33.70i $494,000 SEC
2006   Q1 0 0.00 Sell 100.00% <0.01 $30.75–46.71 · VW $39.68i SEC
2005   Q4 201,792 <0.01 Reduce 14.40% <0.01 $23.37–32.22 · VW $29.10i $4,976,000 SEC
2005   Q3 235,737 <0.01 Reduce 10.67% <0.01 $21.60–25.34 · VW $23.50i $5,813,000 SEC
2005   Q2 263,886 <0.01 Reduce 4.56% <0.01 $19.75–23.90 · VW $22.05i $5,642,000 SEC
2005   Q1 276,501 <0.01 Reduce 15.04% <0.01 $17.50–25.37 · VW $20.91i $6,796,000 SEC
2004   Q4 325,454 <0.01 Reduce 14.88% <0.01 $20.85–25.18 · VW $23.38i $7,261,000 SEC
2004   Q3 382,357 <0.01 Reduce 21.00% <0.01 $15.85–21.35 · VW $19.47i $6,492,000 SEC
2004   Q2 483,976 0.01 Reduce 40.24% 0.02 $14.95–17.13 · VW $16.02i $8,121,000 SEC
2004   Q1 809,888 0.05 Reduce 96.54% 1.15 $15.82–17.95 · VW $16.80i $13,663,000 SEC
2003   Q4 23,403,953 1.19 Reduce 19.00% 0.23 $14.05–17.83 · VW $16.36i $356,208,000 SEC
2003   Q3 28,893,842 1.20 Add 3.81% 0.04 $12.85–14.94 · VW $14.03i $378,798,000 SEC
2003   Q2 27,834,462 1.10 Add 3.09% 0.03 $11.95–13.95 · VW $13.26i $358,230,000 SEC
2003   Q1 27,001,455 0.90 Reduce 2.53% 0.03 $10.50–12.05 · VW $11.51i $291,616,000 SEC
2002   Q4 27,703,432 1.06 Reduce 12.03% 0.17 $10.51–13.33 · VW $11.58i $343,523,000 SEC
2002   Q3 31,490,277 1.38 Add 6.58% 0.09 $11.85–14.45 · VW $13.21i $393,943,000 SEC
2002   Q2 29,545,558 1.26 Add 9.42% 0.11 $10.00–14.67 · VW $12.29i $377,888,000 SEC
2002   Q1 27,001,866 1.24 Add 2.29% 0.03 $12.99–14.85 · VW $14.13i $376,136,000 SEC
2001   Q4 26,396,576 1.43 Reduce 1.99% 0.03 $12.95–15.80 · VW $14.20i $378,791,000 SEC
2001   Q3 26,932,202 1.47 Add 3.10% 0.04 $11.60–15.64 · VW $14.21i $339,076,000 SEC
2001   Q2 26,123,325 1.38 Add 7.72% 0.10 $12.32–14.10 · VW $13.28i $324,676,000 SEC
2001   Q1 24,251,122 1.42 Reduce 3.55% 0.06 $10.24–14.77 · VW $12.62i $303,716,000 SEC
2000   Q4 25,142,803 1.71 Reduce 7.88% 0.09 $11.61–15.23 · VW $13.72i $359,183,000 SEC
2000   Q3 27,292,196 1.17 Add 13.92% 0.14 $7.80–12.26 · VW $10.73i $224,186,000 SEC
2000   Q2 23,956,985 1.21 Add 12.21% 0.13 $8.10–11.34 · VW $9.28i $213,222,000 SEC
2000   Q1 21,350,529 1.18 Add 3.93% 0.04 $7.99–11.05 · VW $9.96i $199,707,000 SEC
1999   Q4 20,542,347 1.30 Add 17.61% 0.19 $9.13–12.19 · VW $10.15i $225,919,000 SEC
1999   Q3 17,465,902 1.17 Add 3.79% 0.04 $10.37–12.87 · VW $11.49i $192,085,000 SEC
1999   Q2 16,827,776 1.23 Add 42.42% 0.37 $11.62–13.55 · VW $12.32i $224,406,000 SEC
1999   Q1 11,815,480 0.94 $12.69 $149,910,000 SEC
Price snapshot:
Current price$82.04
Avg. buy price$56.81
+/- since buy44.42%
52-week low$50.63
52-week high$85.37