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  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q4 0 0.00 Sell 100.00% <0.01 $22.29–25.71 · VW $24.35i SEC
2014   Q3 9,500 <0.01 Buy <0.01 $18.63–24.15 · VW $22.28i $205,000 SEC
2001   Q4 0 0.00 Sell 100.00% <0.01 $19.41–24.33 · VW $21.82i SEC
2001   Q3 27,000 <0.01 Buy <0.01 $13.30–22.23 · VW $18.46i $384,000 SEC
Price snapshot:
Current price$575.39
52-week low$153.78
52-week high$739.67