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  Cisco Systems, Inc. (CSCO)
← All CSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 105,119 <0.01 Reduce 35.55% <0.01 $72.80–88.19 · VW $78.83i $8,156,185 SEC
2025   Q4 163,114 0.01 Reduce 25.10% <0.01 $66.81–80.82 · VW $75.06i $12,564,673 SEC
2025   Q3 217,789 0.01 Reduce 64.95% 0.01 $65.75–72.55 · VW $68.43i $14,901,125 SEC
2025   Q2 621,455 0.02 Reduce 97.14% 0.74 $52.11–69.78 · VW $61.85i $43,116,549 SEC
2025   Q1 21,722,716 0.76 Reduce 8.49% 0.07 $58.17–66.50 · VW $61.92i $1,340,508,804 SEC
2024   Q4 23,738,670 0.82 Reduce 0.35% <0.01 $52.13–60.23 · VW $57.27i $1,405,329,264 SEC
2024   Q3 23,821,547 0.72 Reduce 0.38% <0.01 $44.50–53.31 · VW $49.15i $1,267,782,731 SEC
2024   Q2 23,912,097 0.68 Reduce 0.24% <0.01 $44.95–50.20 · VW $47.43i $1,136,063,728 SEC
2024   Q1 23,969,309 0.69 Reduce 0.51% <0.01 $47.66–52.62 · VW $49.65i $1,196,308,212 SEC
2023   Q4 24,091,212 0.77 Reduce 16.29% 0.17 $46.20–54.59 · VW $50.32i $1,217,088,030 SEC
2023   Q3 28,779,116 1.05 Reduce 28.20% 0.39 $50.06–58.19 · VW $54.21i $1,547,165,276 SEC
2023   Q2 40,085,024 1.39 Reduce 4.53% 0.07 $45.56–52.56 · VW $49.37i $2,073,999,142 SEC
2023   Q1 41,985,724 1.50 Reduce 2.19% 0.03 $45.67–52.35 · VW $49.35i $2,194,803,722 SEC
2022   Q4 42,926,577 1.41 Reduce 7.29% 0.10 $38.60–50.71 · VW $46.36i $2,045,022,128 SEC
2022   Q3 46,304,027 1.41 Reduce 1.71% 0.02 $39.96–50.00 · VW $44.27i $1,852,161,000 SEC
2022   Q2 47,111,072 1.40 Add 0.88% 0.01 $41.02–56.19 · VW $46.55i $2,008,816,000 SEC
2022   Q1 46,702,142 1.59 Reduce 0.84% 0.02 $52.70–63.35 · VW $56.14i $2,604,111,000 SEC
2021   Q4 47,099,346 1.86 Reduce 1.79% 0.03 $51.08–64.29 · VW $57.16i $2,984,686,000 SEC
2021   Q3 47,958,291 1.71 Add 0.80% 0.01 $52.34–60.27 · VW $56.25i $2,610,370,000 SEC
2021   Q2 47,579,326 1.65 Add 15.62% 0.22 $50.10–55.35 · VW $52.43i $2,521,704,000 SEC
2021   Q1 41,153,133 1.53 Add 6.63% 0.10 $43.35–52.94 · VW $47.25i $2,128,029,000 SEC
2020   Q4 38,592,574 1.37 Add 27.30% 0.29 $35.28–45.57 · VW $40.43i $1,727,018,000 SEC
2020   Q3 30,315,738 1.10 Add 10.07% 0.10 $37.60–48.45 · VW $43.16i $1,194,137,000 SEC
2020   Q2 27,541,072 1.19 Reduce 13.41% 0.18 $37.47–48.29 · VW $44.35i $1,284,516,000 SEC
2020   Q1 31,807,872 1.36 Add 55.91% 0.49 $32.40–50.28 · VW $41.13i $1,250,367,000 SEC
2019   Q4 20,401,184 0.75 Reduce 1.49% 0.01 $43.40–49.87 · VW $46.80i $978,441,000 SEC
2019   Q3 20,709,044 0.85 Reduce 19.31% 0.22 $46.00–58.26 · VW $51.15i $1,023,234,000 SEC
2019   Q2 25,664,697 1.14 Reduce 17.72% 0.25 $51.06–58.15 · VW $54.54i $1,404,629,000 SEC
2019   Q1 31,192,816 1.39 Reduce 2.61% 0.03 $40.96–54.23 · VW $49.34i $1,684,100,000 SEC
2018   Q4 32,027,260 1.28 Reduce 9.50% 0.13 $40.25–49.47 · VW $45.63i $1,387,741,000 SEC
2018   Q3 35,387,868 1.32 Reduce 11.08% 0.15 $40.94–49.06 · VW $45.15i $1,721,620,000 SEC
2018   Q2 39,797,938 1.39 Reduce 20.88% 0.37 $40.19–46.37 · VW $43.46i $1,712,505,000 SEC
2018   Q1 50,300,958 1.79 Reduce 16.23% 0.30 $37.35–46.16 · VW $42.49i $2,157,408,000 SEC
2017   Q4 60,047,653 1.82 Reduce 5.42% 0.10 $33.17–38.99 · VW $36.20i $2,299,825,000 SEC
2017   Q3 63,485,857 1.76 Reduce 1.00% 0.02 $30.36–34.10 · VW $32.07i $2,135,029,000 SEC
2017   Q2 64,126,413 1.74 Reduce 0.67% 0.01 $30.37–34.60 · VW $32.30i $2,007,157,000 SEC
2017   Q1 64,558,463 1.90 Add 0.00% $29.80–34.53 · VW $32.55i $2,182,076,000 SEC
2016   Q4 64,557,751 1.77 Reduce 3.11% 0.06 $29.12–31.89 · VW $30.42i $1,950,935,000 SEC
2016   Q3 66,632,428 2.02 Reduce 3.06% 0.06 $28.17–31.95 · VW $30.83i $2,113,581,000 SEC
2016   Q2 68,738,446 2.02 Reduce 0.52% 0.01 $25.81–29.41 · VW $28.04i $1,972,106,000 SEC
2016   Q1 69,095,628 2.00 Add 1.98% 0.04 $22.46–28.68 · VW $25.50i $1,967,153,000 SEC
2015   Q4 67,753,678 1.88 Add 0.68% 0.01 $25.34–29.49 · VW $27.40i $1,839,851,000 SEC
2015   Q3 67,295,678 1.84 Add 52.63% 0.63 $23.03–29.21 · VW $26.60i $1,766,512,000 SEC
2015   Q2 44,090,378 1.13 Add 53.86% 0.40 $26.84–29.90 · VW $28.60i $1,210,722,000 SEC
2015   Q1 28,655,978 0.76 Add 3.52% 0.03 $25.92–30.31 · VW $27.90i $788,756,000 SEC
2014   Q4 27,682,778 0.74 Add 84678.67% 0.74 $22.49–28.59 · VW $25.96i $769,996,000 SEC
2014   Q3 32,653 <0.01 Buy <0.01 $24.27–26.08 · VW $25.10i $822,000 SEC
2007   Q4 0 0.00 Sell 100.00% <0.01 $26.82–34.24 · VW $29.81i SEC
2007   Q3 6,625 <0.01 Buy <0.01 $27.56–33.38 · VW $30.74i $219,000 SEC
2006   Q2 0 0.00 Sell 100.00% <0.01 $19.08–22.00 · VW $20.39i SEC
2006   Q1 16,800 <0.01 Add 23.53% <0.01 $17.18–22.00 · VW $19.73i $364,000 SEC
2005   Q4 13,600 <0.01 Reduce 8.11% $16.83–18.12 · VW $17.44i $233,000 SEC
2005   Q3 14,800 <0.01 Add 8.82% $17.30–20.23 · VW $18.45i $265,000 SEC
2005   Q2 13,600 <0.01 $19.12 $260,000 SEC
2005   Q1 13,600 <0.01 Reduce 9.78% $17.13–19.61 · VW $18.02i $243,000 SEC
2004   Q4 15,075 <0.01 Buy <0.01 $17.80–20.35 · VW $19.13i $291,000 SEC
2004   Q1 0 0.00 Sell 100.00% <0.01 $21.94–29.39 · VW $24.42i SEC
2003   Q4 44,900 <0.01 $24.23 $1,088,000 SEC
2003   Q3 44,900 <0.01 Reduce 0.44% $16.57–21.56 · VW $19.16i $880,000 SEC
2003   Q2 45,100 <0.01 Reduce 61.91% <0.01 $12.80–19.10 · VW $16.07i $757,000 SEC
2003   Q1 118,400 <0.01 $12.98 $1,537,000 SEC
2002   Q4 118,400 <0.01 $13.10 $1,551,000 SEC
2002   Q3 118,400 <0.01 Reduce 1.14% <0.01 $10.39–15.29 · VW $12.82i $1,241,000 SEC
2002   Q2 119,768 <0.01 Reduce 34.40% <0.01 $12.27–17.55 · VW $14.93i $1,671,000 SEC
2002   Q1 182,568 0.01 Add 34.84% <0.01 $14.15–21.84 · VW $17.44i $3,091,000 SEC
2001   Q4 135,400 <0.01 Reduce 25.93% <0.01 $11.15–21.92 · VW $17.67i $2,452,000 SEC
2001   Q3 182,800 <0.01 Buy <0.01 $11.04–20.75 · VW $16.29i $2,227,000 SEC
Price snapshot:
Current price$119.25
Avg. buy price$38.45
+/- since buy210.15%
52-week low$64.42
52-week high$129.88