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  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 19,290 <0.01 Reduce 6.27% <0.01 $289.96–360.66 · VW $324.55i $5,970,448 SEC
2025   Q4 20,580 <0.01 Reduce 2.14% <0.01 $321.42–414.61 · VW $364.72i $7,122,738 SEC
2025   Q3 21,030 <0.01 Reduce 0.71% $262.66–374.23 · VW $310.27i $6,938,007 SEC
2025   Q2 21,180 <0.01 Add 2.47% <0.01 $138.10–277.71 · VW $217.12i $5,838,267 SEC
2025   Q1 20,670 <0.01 Reduce 11.89% <0.01 $160.62–249.59 · VW $201.02i $3,460,778 SEC
2024   Q4 23,460 <0.01 Reduce 33.62% <0.01 $157.54–251.88 · VW $195.30i $5,438,966 SEC
2024   Q3 35,340 <0.01 Reduce 7.20% <0.01 $128.50–180.25 · VW $159.58i $6,096,150 SEC
2024   Q2 38,080 <0.01 Reduce 23.19% <0.01 $119.76–185.16 · VW $144.82i $6,113,687 SEC
2024   Q1 49,580 <0.01 Reduce 91.11% 0.04 $104.15–143.82 · VW $126.08i $6,571,242 SEC
2023   Q4 557,450 0.04 Buy 0.04 $80.89–115.18 · VW $96.95i $62,225,540 SEC
Price snapshot:
Current price$384.05
Avg. buy price$115.57
+/- since buy232.30%
52-week low$267.62
52-week high$494.22