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  Wells Fargo & Co. (WFC)
← All WFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 31,168,331 1.36 Reduce 3.54% 0.06 $72.78–86.70 · VW $79.01i $2,481,310,848 SEC
2025   Q4 32,311,711 1.63 Reduce 16.91% 0.30 $80.45–97.76 · VW $86.55i $3,011,451,486 SEC
2025   Q3 38,887,925 1.76 Reduce 23.37% 0.53 $77.62–88.64 · VW $84.04i $3,259,585,892 SEC
2025   Q2 50,745,861 2.28 Reduce 11.94% 0.28 $71.93–84.83 · VW $79.65i $4,065,758,401 SEC
2025   Q1 57,628,115 2.36 Reduce 18.20% 0.52 $58.42–78.98 · VW $70.73i $4,137,122,392 SEC
2024   Q4 70,452,850 2.88 Reduce 18.97% 0.53 $68.61–81.50 · VW $76.14i $4,948,608,199 SEC
2024   Q3 86,949,610 2.78 Reduce 5.77% 0.19 $50.22–78.13 · VW $68.17i $4,911,783,481 SEC
2024   Q2 92,277,487 3.29 Reduce 19.88% 0.77 $50.15–61.18 · VW $56.60i $5,480,359,966 SEC
2024   Q1 115,176,052 3.87 Reduce 1.77% 0.06 $54.73–62.55 · VW $59.07i $6,675,603,987 SEC
2023   Q4 117,252,015 3.66 Reduce 0.75% 0.02 $44.38–55.70 · VW $51.89i $5,771,144,189 SEC
2023   Q3 118,133,045 3.27 Reduce 1.67% 0.06 $38.39–44.75 · VW $42.58i $4,826,916,228 SEC
2023   Q2 120,142,705 3.44 Reduce 0.20% <0.01 $39.68–47.24 · VW $42.74i $5,127,690,659 SEC
2023   Q1 120,385,253 3.08 Add 1.40% 0.04 $35.25–47.18 · VW $40.75i $4,500,000,765 SEC
2022   Q4 118,722,376 3.38 Reduce 2.39% 0.09 $40.02–48.84 · VW $45.21i $4,902,046,914 SEC
2022   Q3 121,626,354 3.72 Reduce 1.34% 0.05 $39.34–48.36 · VW $45.22i $4,891,812,000 SEC
2022   Q2 123,284,173 3.36 Reduce 0.46% 0.02 $36.54–46.32 · VW $42.19i $4,829,041,000 SEC
2022   Q1 123,850,397 3.66 Reduce 7.18% 0.29 $40.74–54.20 · VW $46.90i $6,001,790,000 SEC
2021   Q4 133,428,052 3.98 Reduce 4.42% 0.19 $46.25–60.30 · VW $53.31i $6,401,878,000 SEC
2021   Q3 139,595,771 4.24 Reduce 2.68% 0.11 $43.27–52.57 · VW $47.87i $6,478,640,000 SEC
2021   Q2 143,436,015 4.26 Reduce 3.13% 0.13 $41.47–51.41 · VW $46.19i $6,496,217,000 SEC
2021   Q1 148,077,325 4.15 Reduce 0.24% <0.01 $36.34–48.13 · VW $43.73i $5,785,381,000 SEC
2020   Q4 148,429,020 3.55 Add 13.33% 0.42 $27.85–38.68 · VW $34.23i $4,479,588,000 SEC
2020   Q3 130,976,235 2.83 Add 26.72% 0.60 $20.76–28.73 · VW $25.61i $3,079,251,000 SEC
2020   Q2 103,357,551 2.44 Add 13.93% 0.30 $23.33–33.89 · VW $27.12i $2,645,953,000 SEC
2020   Q1 90,719,352 2.83 Add 7.20% 0.19 $22.00–42.90 · VW $30.46i $2,603,645,000 SEC
2019   Q4 84,622,418 3.50 Reduce 0.77% 0.03 $39.75–54.56 · VW $45.05i $4,552,686,000 SEC
2019   Q3 85,282,262 3.55 Add 1.72% 0.06 $45.48–54.75 · VW $51.56i $4,301,637,000 SEC
2019   Q2 83,837,773 3.22 Add 2.48% 0.08 $43.34–49.57 · VW $46.49i $3,967,203,000 SEC
2019   Q1 81,808,640 3.26 Add 1.98% 0.06 $44.22–52.42 · VW $47.00i $3,952,993,000 SEC
2018   Q4 80,222,956 3.40 Add 0.47% 0.02 $43.02–55.04 · VW $49.32i $3,696,674,000 SEC
2018   Q3 79,848,292 3.23 Add 0.15% <0.01 $50.02–59.20 · VW $54.50i $4,196,826,000 SEC
2018   Q2 79,732,532 3.60 Add 3.04% 0.11 $53.02–59.53 · VW $57.01i $4,420,372,000 SEC
2018   Q1 77,382,281 3.36 Add 9.47% 0.29 $50.26–58.94 · VW $54.40i $4,055,605,000 SEC
2017   Q4 70,689,742 3.40 Add 1.43% 0.05 $54.72–66.31 · VW $59.81i $4,288,747,000 SEC
2017   Q3 69,694,805 3.17 Reduce 1.62% 0.06 $49.27–57.33 · VW $54.36i $3,843,669,000 SEC
2017   Q2 70,845,441 3.40 Reduce 0.48% 0.02 $50.87–56.60 · VW $52.85i $3,925,546,000 SEC
2017   Q1 71,190,652 3.44 Reduce 0.48% 0.02 $50.83–59.99 · VW $53.99i $3,962,472,000 SEC
2016   Q4 71,531,836 3.57 Add 6.36% 0.21 $53.06–59.01 · VW $56.65i $3,942,119,000 SEC
2016   Q3 67,255,750 2.85 Reduce 0.58% 0.02 $43.55–54.06 · VW $50.18i $2,978,085,000 SEC
2016   Q2 67,648,371 3.28 Reduce 0.40% 0.01 $44.50–51.11 · VW $48.80i $3,201,797,000 SEC
2016   Q1 67,922,588 3.34 Reduce 2.85% 0.11 $46.62–51.41 · VW $49.58i $3,284,736,000 SEC
2015   Q4 69,913,390 3.88 Reduce 2.28% 0.09 $44.50–56.24 · VW $49.22i $3,800,492,000 SEC
2015   Q3 71,544,477 3.82 Add 0.91% 0.03 $49.51–56.34 · VW $53.65i $3,673,809,000 SEC
2015   Q2 70,896,684 3.73 Reduce 1.44% 0.05 $47.75–58.77 · VW $53.28i $3,987,230,000 SEC
2015   Q1 71,933,893 3.75 Reduce 0.74% 0.03 $53.29–56.70 · VW $55.32i $3,913,204,000 SEC
2014   Q4 72,473,721 3.83 Reduce 0.18% <0.01 $50.42–55.95 · VW $53.72i $3,973,009,000 SEC
2014   Q3 72,605,295 3.68 Reduce 0.16% <0.01 $46.44–54.74 · VW $51.89i $3,766,037,000 SEC
2014   Q2 72,719,840 3.74 Add 0.23% <0.01 $49.47–53.08 · VW $51.33i $3,822,155,000 SEC
2014   Q1 72,553,999 3.81 Reduce 0.05% <0.01 $45.96–50.82 · VW $49.19i $3,608,836,000 SEC
2013   Q4 72,589,936 3.55 Reduce 2.25% 0.08 $43.21–46.84 · VW $45.49i $3,295,583,000 SEC
2013   Q3 74,262,403 3.58 Add 0.17% <0.01 $40.07–44.75 · VW $42.95i $3,068,523,000 SEC
2013   Q2 74,139,268 3.73 Buy 3.73 $39.40–44.79 · VW $41.76i $3,059,728,000 SEC
2013   Q1 0 0.00 Sell 100.00% 3.60 $34.85–41.59 · VW $39.00i SEC
2012   Q4 76,436,311 3.60 Reduce 6.31% 0.31 $32.41–35.95 · VW $34.48i $2,612,593,000 SEC
2012   Q3 81,586,748 4.92 Buy 4.92 $31.25–36.60 · VW $33.62i $2,817,190,000 SEC
2011   Q4 0 0.00 Sell 100.00% 3.36 $25.18–31.90 · VW $29.46i SEC
2011   Q3 92,688,045 3.36 Add 0.20% <0.01 $22.61–27.54 · VW $25.34i $2,235,636,000 SEC
2011   Q2 92,500,007 3.08 Add 1.65% 0.05 $22.58–29.63 · VW $26.10i $2,595,550,000 SEC
2011   Q1 90,998,349 3.34 Reduce 0.65% 0.02 $27.38–32.97 · VW $29.57i $2,884,648,000 SEC
2010   Q4 91,594,452 3.53 Add 7.01% 0.23 $27.20–34.25 · VW $31.24i $2,838,512,000 SEC
2010   Q3 85,594,580 2.85 Add 0.21% <0.01 $23.37–29.36 · VW $26.65i $2,150,992,000 SEC
2010   Q2 85,418,951 3.15 Add 0.69% 0.02 $23.02–29.48 · VW $25.35i $2,186,725,000 SEC
2010   Q1 84,833,689 3.30 Reduce 0.40% 0.01 $27.15–34.25 · VW $30.03i $2,640,024,000 SEC
2009   Q4 85,173,760 3.03 Add 4.93% 0.14 $25.00–29.43 · VW $27.26i $2,298,840,000 SEC
2009   Q3 81,172,686 3.08 Reduce 1.19% 0.04 $25.81–31.53 · VW $28.46i $2,287,446,000 SEC
2009   Q2 82,146,205 3.18 Add 5.62% 0.17 $21.57–29.35 · VW $26.15i $1,992,867,000 SEC
2009   Q1 77,774,919 2.13 Add 68.09% 0.86 $7.80–28.45 · VW $20.58i $1,107,515,000 SEC
2008   Q4 46,270,436 2.16 Reduce 18.93% 0.47 $8.81–32.76 · VW $17.89i $1,364,052,000 SEC
2008   Q3 57,073,242 2.51 Add 10.16% 0.23 $19.89–44.75 · VW $31.18i $2,141,959,000 SEC
2008   Q2 51,808,532 1.21 Add 25.35% 0.25 $20.46–32.07 · VW $27.60i $1,230,453,000 SEC
2008   Q1 41,331,697 1.15 Add 84.98% 0.53 $26.63–33.53 · VW $29.24i $1,202,752,000 SEC
2007   Q4 22,344,123 0.57 Reduce 1.16% <0.01 $24.38–34.56 · VW $29.39i $674,569,000 SEC
2007   Q3 22,607,339 0.62 Reduce 3.41% 0.02 $29.29–37.99 · VW $33.24i $805,273,000 SEC
2007   Q2 23,406,279 0.63 Reduce 2.16% 0.01 $32.66–37.99 · VW $35.73i $823,199,000 SEC
2007   Q1 23,923,735 0.69 Reduce 0.02% <0.01 $33.01–36.49 · VW $35.20i $823,694,000 SEC
2006   Q4 23,928,724 0.74 Reduce 0.64% <0.01 $33.80–36.64 · VW $35.05i $850,905,000 SEC
2006   Q3 24,082,176 0.83 Reduce 1.59% 0.01 $34.21–36.99 · VW $35.48i $871,293,000 SEC
2006   Q2 24,470,674 0.83 Reduce 0.33% <0.01 $32.57–36.89 · VW $34.74i $820,746,000 SEC
2006   Q1 24,551,854 0.82 Add 0.11% <0.01 $31.70–34.62 · VW $33.17i $784,063,000 SEC
2005   Q4 24,523,858 0.86 Reduce 0.95% <0.01 $30.31–32.47 · VW $31.63i $770,417,000 SEC
2005   Q3 24,759,232 0.84 Reduce 0.56% <0.01 $28.81–32.35 · VW $30.86i $725,074,000 SEC
2005   Q2 24,898,314 0.94 Reduce 0.61% <0.01 $29.10–31.43 · VW $30.11i $766,619,000 SEC
2005   Q1 25,051,274 0.93 Add 0.25% <0.01 $28.89–30.90 · VW $30.00i $749,033,000 SEC
2004   Q4 24,989,868 0.99 Add 0.03% <0.01 $29.39–32.02 · VW $30.37i $776,560,000 SEC
2004   Q3 24,982,448 1.09 Add 1.14% 0.01 $28.77–31.42 · VW $30.36i $744,852,000 SEC
2004   Q2 24,701,748 1.06 Add 1.33% 0.01 $28.06–29.57 · VW $29.00i $706,841,000 SEC
2004   Q1 24,377,248 2.48 Add 18.43% 0.39 $27.16–29.86 · VW $28.81i $690,729,000 SEC
2003   Q4 20,583,856 2.02 Add 2.09% 0.04 $27.85–29.59 · VW $28.71i $606,092,000 SEC
2003   Q3 20,162,262 1.64 Add 49.04% 0.54 $24.84–28.75 · VW $27.42i $519,178,000 SEC
2003   Q2 13,528,190 1.05 Add 9.72% 0.09 $24.26–26.85 · VW $25.39i $340,910,000 SEC
2003   Q1 12,329,390 0.86 Reduce 4.50% 0.04 $21.64–24.55 · VW $23.44i $277,350,000 SEC
2002   Q4 12,910,390 0.93 Reduce 0.06% <0.01 $22.17–24.57 · VW $23.14i $302,555,000 SEC
2002   Q3 12,918,150 1.09 Reduce 0.87% <0.01 $21.65–26.05 · VW $23.60i $311,069,000 SEC
2002   Q2 13,032,028 1.09 Reduce 11.95% 0.14 $20.75–26.50 · VW $24.45i $326,192,000 SEC
2002   Q1 14,801,096 1.20 Add 2.73% 0.03 $23.52–26.72 · VW $25.48i $365,587,000 SEC
2001   Q4 14,407,640 1.18 Reduce 0.02% <0.01 $21.17–23.73 · VW $22.78i $313,150,000 SEC
2001   Q3 14,411,076 1.39 Reduce 7.40% 0.11 $19.13–23.38 · VW $21.30i $320,286,000 SEC
2001   Q2 15,563,394 1.53 Add 3.76% 0.06 $21.33–24.45 · VW $22.93i $361,304,000 SEC
2001   Q1 14,999,994 1.74 Reduce 2.04% 0.04 $21.27–25.85 · VW $23.56i $371,025,000 SEC
2000   Q4 15,311,612 2.03 Reduce 2.15% 0.04 $23.16–28.19 · VW $25.39i $426,333,000 SEC
2000   Q3 15,647,500 1.87 Add 1.39% 0.03 $19.81–24.16 · VW $22.56i $359,404,000 SEC
2000   Q2 15,433,000 1.70 Add 3.41% 0.06 $18.66–23.88 · VW $21.38i $299,014,000 SEC
2000   Q1 14,924,800 1.79 Reduce 1.23% 0.02 $15.50–22.81 · VW $20.31i $304,092,000 SEC
1999   Q4 15,111,290 1.76 Reduce 4.30% 0.08 $16.00–24.31 · VW $18.95i $305,531,000 SEC
1999   Q3 15,789,648 1.90 Reduce 2.05% 0.04 $18.47–24.97 · VW $22.23i $312,832,000 SEC
1999   Q2 16,120,840 1.89 Reduce 0.32% <0.01 $18.22–22.66 · VW $20.26i $344,582,000 SEC
1999   Q1 16,172,950 1.78 $17.53 $283,532,000 SEC
Price snapshot:
Current price$87.67
Avg. buy price$36.38
+/- since buy141.00%
52-week low$72.78
52-week high$96.73