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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 12,228,518 1.93 Reduce 5.03% 0.11 $271.54–350.15 · VW $312.92i $3,507,872,673 SEC
2025   Q4 12,875,798 2.18 Reduce 7.98% 0.15 $236.68–328.67 · VW $296.23i $4,040,425,412 SEC
2025   Q3 13,992,737 1.84 Reduce 1.32% 0.02 $173.88–256.70 · VW $210.05i $3,407,931,096 SEC
2025   Q2 14,179,423 1.41 Reduce 16.83% 0.26 $142.66–182.45 · VW $166.40i $2,515,287,846 SEC
2025   Q1 17,048,361 1.52 Reduce 5.98% 0.12 $152.21–208.70 · VW $179.29i $2,663,465,439 SEC
2024   Q4 18,131,757 2.01 Reduce 27.16% 0.64 $161.12–202.88 · VW $178.52i $3,453,011,803 SEC
2024   Q3 24,893,268 2.35 Reduce 15.39% 0.50 $148.20–193.31 · VW $167.76i $4,161,905,477 SEC
2024   Q2 29,421,485 3.24 Reduce 4.91% 0.13 $151.08–187.50 · VW $171.74i $5,396,488,779 SEC
2024   Q1 30,941,859 2.73 Reduce 0.94% 0.03 $131.55–155.20 · VW $144.24i $4,711,207,451 SEC
2023   Q4 31,236,915 2.79 Reduce 11.67% 0.37 $121.46–143.95 · VW $133.63i $4,402,218,431 SEC
2023   Q3 35,363,825 3.15 Reduce 12.13% 0.40 $115.83–139.93 · VW $131.48i $4,662,720,326 SEC
2023   Q2 40,245,550 3.26 Reduce 7.46% 0.23 $102.38–129.55 · VW $116.33i $4,868,504,184 SEC
2023   Q1 43,488,919 3.09 Add 1.27% 0.04 $85.57–108.82 · VW $97.51i $4,522,847,574 SEC
2022   Q4 42,945,292 2.62 Add 2.73% 0.07 $83.45–105.10 · VW $95.21i $3,810,535,757 SEC
2022   Q3 41,804,172 3.06 Reduce 0.82% 0.03 $96.03–123.26 · VW $109.79i $4,019,471,000 SEC
2022   Q2 42,149,360 3.20 Add 3.52% 0.11 $102.21–144.04 · VW $115.81i $4,609,982,000 SEC
2022   Q1 40,717,340 3.47 Reduce 0.43% 0.02 $124.64–152.10 · VW $136.53i $5,686,157,000 SEC
2021   Q4 40,891,300 3.68 Reduce 3.52% 0.13 $131.17–151.85 · VW $144.34i $5,916,132,000 SEC
2021   Q3 42,381,700 3.69 Reduce 1.02% 0.04 $124.85–146.82 · VW $137.43i $5,648,017,000 SEC
2021   Q2 42,817,100 3.52 Reduce 1.90% 0.06 $104.84–127.80 · VW $119.28i $5,365,667,000 SEC
2021   Q1 43,647,880 3.24 Reduce 4.80% 0.15 $84.95–107.63 · VW $98.43i $4,514,565,000 SEC
2020   Q4 45,850,540 3.19 Reduce 10.51% 0.36 $71.80–92.36 · VW $84.30i $4,016,231,000 SEC
2020   Q3 51,237,920 3.45 Reduce 2.39% 0.08 $70.33–86.66 · VW $76.94i $3,764,962,000 SEC
2020   Q2 52,492,360 3.42 Reduce 10.90% 0.41 $53.99–73.80 · VW $67.35i $3,710,186,000 SEC
2020   Q1 58,914,080 3.72 Reduce 4.40% 0.14 $50.68–76.61 · VW $64.93i $3,425,294,000 SEC
2019   Q4 61,624,860 3.17 Reduce 1.13% 0.04 $58.12–68.25 · VW $64.41i $4,119,684,000 SEC
2019   Q3 62,327,640 3.14 Add 1.10% 0.03 $54.69–63.28 · VW $59.80i $3,798,870,000 SEC
2019   Q2 61,648,500 2.71 Add 1.30% 0.03 $51.25–64.46 · VW $56.85i $3,331,824,000 SEC
2019   Q1 60,857,580 2.94 Add 0.50% 0.01 $50.70–61.59 · VW $56.31i $3,570,240,000 SEC
2018   Q4 60,556,660 2.89 Reduce 2.20% 0.06 $48.51–60.50 · VW $53.42i $3,135,654,000 SEC
2018   Q3 61,920,700 2.84 Reduce 2.24% 0.06 $54.69–63.69 · VW $60.00i $3,695,025,000 SEC
2018   Q2 63,340,880 2.87 Add 0.25% <0.01 $49.52–59.31 · VW $53.70i $3,533,313,000 SEC
2018   Q1 63,180,880 2.70 Reduce 1.64% 0.04 $49.03–59.34 · VW $54.53i $3,259,470,000 SEC
2017   Q4 64,235,960 2.67 Reduce 0.86% 0.02 $47.39–53.92 · VW $51.18i $3,360,825,000 SEC
2017   Q3 64,793,300 2.56 Reduce 0.61% 0.02 $44.74–49.31 · VW $46.81i $3,107,195,000 SEC
2017   Q2 65,189,760 2.57 Add 0.68% 0.02 $40.85–49.41 · VW $46.28i $2,961,995,000 SEC
2017   Q1 64,752,000 2.33 Add 4.66% 0.10 $38.79–42.67 · VW $40.83i $2,685,783,000 SEC
2016   Q4 61,866,820 2.16 Reduce 0.75% 0.02 $36.38–40.83 · VW $38.64i $2,387,502,000 SEC
2016   Q3 62,332,540 2.32 Reduce 2.11% 0.05 $34.41–39.49 · VW $38.16i $2,422,523,000 SEC
2016   Q2 63,674,500 2.26 Reduce 0.91% 0.02 $33.16–38.49 · VW $35.59i $2,203,456,000 SEC
2016   Q1 64,260,280 2.43 Reduce 2.01% 0.05 $33.15–39.49 · VW $36.10i $2,393,535,000 SEC
2015   Q4 65,577,120 2.54 Buy 2.54 $29.99–39.00 · VW $36.04i $2,488,258,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$43.18
+/- since buy712.17%
52-week low$180.20
52-week high$404.23