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. (GOOGL)
← All GOOGL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 10,624,415 1.68 Reduce 1.93% 0.04 $272.11–349.00 · VW $313.28i $3,055,156,777 SEC
2025   Q4 10,833,118 1.83 Reduce 4.46% 0.07 $235.84–328.83 · VW $295.89i $3,390,765,934 SEC
2025   Q3 11,338,777 1.49 Add 0.56% <0.01 $172.77–256.00 · VW $209.35i $2,756,456,689 SEC
2025   Q2 11,275,218 1.12 Reduce 2.76% 0.03 $140.53–181.23 · VW $164.63i $1,987,031,668 SEC
2025   Q1 11,595,682 1.02 Reduce 3.41% 0.05 $150.66–207.05 · VW $177.73i $1,793,156,264 SEC
2024   Q4 12,005,162 1.32 Add 0.14% <0.01 $159.74–201.42 · VW $176.91i $2,272,577,167 SEC
2024   Q3 11,988,817 1.12 Reduce 1.75% 0.02 $147.22–191.75 · VW $166.48i $1,988,345,299 SEC
2024   Q2 12,202,672 1.33 Reduce 0.39% <0.01 $149.60–186.05 · VW $170.15i $2,222,716,705 SEC
2024   Q1 12,250,918 1.07 Add 0.23% <0.01 $130.67–153.78 · VW $142.93i $1,849,031,054 SEC
2023   Q4 12,223,160 1.08 Reduce 1.65% 0.02 $120.21–142.68 · VW $132.28i $1,707,453,220 SEC
2023   Q3 12,428,035 1.10 Reduce 0.37% <0.01 $115.35–139.16 · VW $130.73i $1,626,332,660 SEC
2023   Q2 12,473,910 1.00 Reduce 2.86% 0.03 $101.93–129.04 · VW $115.57i $1,493,127,027 SEC
2023   Q1 12,841,330 0.91 Add 35.74% 0.24 $84.86–108.18 · VW $96.84i $1,332,031,161 SEC
2022   Q4 9,460,075 0.57 Add 57.73% 0.21 $83.34–104.82 · VW $94.88i $834,662,417 SEC
2022   Q3 5,997,670 0.44 Reduce 0.88% <0.01 $95.56–122.43 · VW $109.24i $573,677,000 SEC
2022   Q2 6,050,980 0.46 Add 174.89% 0.29 $101.88–143.71 · VW $115.69i $659,333,000 SEC
2022   Q1 2,201,260 0.19 Reduce 2.65% <0.01 $124.50–151.55 · VW $136.29i $306,124,000 SEC
2021   Q4 2,261,260 0.20 Reduce 0.46% <0.01 $131.05–150.97 · VW $143.87i $327,548,000 SEC
2021   Q3 2,271,660 0.20 Reduce 0.53% <0.01 $121.53–146.25 · VW $136.48i $303,666,000 SEC
2021   Q2 2,283,660 0.18 Reduce 1.38% <0.01 $104.57–123.10 · VW $116.70i $278,811,000 SEC
2021   Q1 2,315,680 0.17 Reduce 4.75% <0.01 $84.81–107.26 · VW $97.80i $238,807,000 SEC
2020   Q4 2,431,180 0.17 Reduce 9.52% 0.02 $71.66–92.19 · VW $83.83i $213,049,000 SEC
2020   Q3 2,686,900 0.18 Reduce 11.44% 0.02 $70.11–86.31 · VW $76.62i $196,896,000 SEC
2020   Q2 3,033,900 0.20 Reduce 2.12% <0.01 $53.75–73.79 · VW $67.18i $215,111,000 SEC
2020   Q1 3,099,600 0.20 Add 8.98% 0.02 $50.44–76.54 · VW $64.73i $180,079,000 SEC
2019   Q4 2,844,100 0.15 Add 7.38% 0.01 $58.16–68.35 · VW $64.38i $190,468,000 SEC
2019   Q3 2,648,600 0.13 Reduce 1.44% <0.01 $54.77–63.42 · VW $59.87i $161,716,000 SEC
2019   Q2 2,687,280 0.12 Reduce 1.65% <0.01 $51.35–64.85 · VW $57.23i $145,489,000 SEC
2019   Q1 2,732,480 0.13 Reduce 0.81% <0.01 $51.12–61.82 · VW $56.60i $160,791,000 SEC
2018   Q4 2,754,680 0.13 Reduce 1.25% <0.01 $48.88–61.23 · VW $54.05i $143,927,000 SEC
2018   Q3 2,789,580 0.13 Reduce 4.20% <0.01 $55.33–64.57 · VW $60.63i $168,362,000 SEC
2018   Q2 2,911,780 0.13 Reduce 5.00% <0.01 $49.71–60.07 · VW $54.13i $164,398,000 SEC
2018   Q1 3,064,980 0.13 Reduce 20.80% 0.03 $49.20–59.90 · VW $54.82i $158,941,000 SEC
2017   Q4 3,869,880 0.16 Reduce 4.65% <0.01 $48.10–54.32 · VW $51.85i $203,827,000 SEC
2017   Q3 4,058,480 0.16 Reduce 19.51% 0.04 $45.77–50.31 · VW $47.63i $197,591,000 SEC
2017   Q2 5,042,460 0.20 Reduce 20.98% 0.05 $41.73–50.43 · VW $47.25i $234,394,000 SEC
2017   Q1 6,381,460 0.24 Reduce 3.10% <0.01 $39.84–43.72 · VW $41.89i $270,510,000 SEC
2016   Q4 6,585,640 0.24 Reduce 8.03% 0.02 $37.18–41.95 · VW $39.64i $260,940,000 SEC
2016   Q3 7,160,840 0.28 Reduce 5.56% 0.02 $34.95–40.95 · VW $39.36i $287,887,000 SEC
2016   Q2 7,582,220 0.27 Reduce 18.06% 0.07 $33.63–39.55 · VW $36.30i $266,716,000 SEC
2016   Q1 9,253,120 0.36 Reduce 57.93% 0.50 $34.10–40.52 · VW $37.02i $352,960,000 SEC
2015   Q4 21,994,320 0.87 Buy 0.87 $31.56–39.93 · VW $37.16i $855,590,000 SEC
Price snapshot:
Current price$352.51
Avg. buy price$91.78
+/- since buy284.07%
52-week low$175.98
52-week high$408.37