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  Walmart Inc. (WMT)
← All WMT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 174,310 0.01 Reduce 2.91% <0.01 $118.02–134.69 · VW $128.21i $21,663,247 SEC
2025   Q4 179,535 0.01 Reduce 0.72% <0.01 $98.88–121.62 · VW $113.21i $20,001,994 SEC
2025   Q3 180,835 0.01 Add 0.98% <0.01 $95.42–109.58 · VW $102.06i $18,636,855 SEC
2025   Q2 179,085 0.01 Reduce 0.67% <0.01 $91.89–100.89 · VW $96.92i $17,510,931 SEC
2025   Q1 180,285 0.01 Reduce 1.65% <0.01 $79.81–105.30 · VW $94.12i $15,827,220 SEC
2024   Q4 183,310 0.01 Reduce 7.00% <0.01 $81.54–99.00 · VW $92.90i $16,562,059 SEC
2024   Q3 197,110 0.01 Reduce 2.33% <0.01 $66.67–83.34 · VW $77.32i $15,916,633 SEC
2024   Q2 201,810 0.01 Reduce 2.44% <0.01 $58.58–71.33 · VW $66.18i $13,664,555 SEC
2024   Q1 206,860 0.01 Reduce 1.24% <0.01 $55.06–61.66 · VW $58.69i $12,446,766 SEC
2023   Q4 209,460 0.01 Reduce 2.72% <0.01 $49.85–56.65 · VW $53.86i $11,007,123 SEC
2023   Q3 215,310 0.01 Reduce 1.48% <0.01 $50.55–55.28 · VW $53.43i $11,478,176 SEC
2023   Q2 218,550 0.01 Reduce 3.39% <0.01 $48.34–53.65 · VW $51.76i $11,450,563 SEC
2023   Q1 226,215 0.01 Reduce 2.30% <0.01 $45.36–51.25 · VW $48.98i $11,118,467 SEC
2022   Q4 231,540 0.01 Reduce 9.40% <0.01 $46.06–51.55 · VW $48.52i $10,943,352 SEC
2022   Q3 255,570 0.01 Reduce 0.32% $41.71–47.69 · VW $45.61i $11,049,000 SEC
2022   Q2 256,395 0.01 Reduce 1.03% <0.01 $39.09–51.66 · VW $44.92i $10,391,000 SEC
2022   Q1 259,068 0.01 Reduce 2.05% <0.01 $44.00–53.59 · VW $49.53i $12,860,000 SEC
2021   Q4 264,495 0.01 Reduce 6.52% <0.01 $44.65–50.67 · VW $47.31i $12,757,000 SEC
2021   Q3 282,945 0.01 Reduce 3.13% <0.01 $44.90–50.86 · VW $48.52i $13,146,000 SEC
2021   Q2 292,098 0.01 Reduce 6.66% <0.01 $44.80–48.19 · VW $46.84i $13,731,000 SEC
2021   Q1 312,933 0.01 Reduce 5.57% <0.01 $42.09–49.17 · VW $45.97i $14,169,000 SEC
2020   Q4 331,407 0.01 Reduce 8.61% <0.01 $46.34–51.22 · VW $48.13i $15,924,000 SEC
2020   Q3 362,610 0.02 Reduce 2.18% <0.01 $42.76–50.44 · VW $46.48i $16,911,000 SEC
2020   Q2 370,710 0.01 Reduce 1.94% <0.01 $39.00–44.71 · VW $42.28i $14,801,000 SEC
2020   Q1 378,036 0.02 Reduce 5.43% <0.01 $34.00–44.46 · VW $39.66i $14,317,000 SEC
2019   Q4 399,756 0.01 Reduce 3.44% <0.01 $37.56–41.79 · VW $39.17i $15,836,000 SEC
2019   Q3 413,991 0.01 Reduce 5.17% <0.01 $34.95–40.24 · VW $38.09i $16,377,000 SEC
2019   Q2 436,545 0.01 Reduce 11.59% <0.01 $32.95–38.50 · VW $36.08i $16,078,000 SEC
2019   Q1 493,770 0.01 Reduce 24.08% <0.01 $31.04–34.73 · VW $33.35i $16,052,000 SEC
2018   Q4 650,370 0.02 Reduce 9.81% <0.01 $28.59–35.40 · VW $31.98i $20,194,000 SEC
2018   Q3 721,107 0.02 Reduce 24.11% <0.01 $29.21–34.20 · VW $32.28i $22,573,000 SEC
2018   Q2 950,157 0.02 Reduce 18.57% <0.01 $27.26–29.89 · VW $28.96i $27,127,000 SEC
2018   Q1 1,166,877 0.03 Reduce 93.63% 0.45 $28.28–35.52 · VW $31.10i $34,606,000 SEC
2017   Q4 18,304,764 0.48 Reduce 71.02% 0.97 $29.00–36.66 · VW $33.73i $602,532,000 SEC
2017   Q3 63,167,106 1.36 Reduce 0.91% 0.01 $25.83–29.70 · VW $28.21i $1,645,293,000 SEC
2017   Q2 63,748,578 1.39 Reduce 0.63% <0.01 $24.38–26.82 · VW $25.95i $1,608,164,000 SEC
2017   Q1 64,155,249 1.34 Reduce 1.71% 0.02 $22.01–25.26 · VW $24.11i $1,541,437,000 SEC
2016   Q4 65,274,378 1.36 Reduce 4.96% 0.08 $21.76–24.16 · VW $22.72i $1,503,922,000 SEC
2016   Q3 68,681,874 1.58 Reduce 18.90% 0.40 $22.36–25.06 · VW $23.59i $1,651,112,000 SEC
2016   Q2 84,685,269 2.11 Reduce 6.75% 0.14 $20.91–24.78 · VW $23.34i $2,061,239,000 SEC
2016   Q1 90,810,723 2.11 Reduce 2.15% 0.04 $20.78–23.36 · VW $22.14i $2,073,209,000 SEC
2015   Q4 92,808,579 1.94 Add 0.13% <0.01 $18.77–22.18 · VW $21.02i $1,896,389,000 SEC
2015   Q3 92,690,742 2.09 Add 0.67% 0.01 $19.05–24.56 · VW $20.90i $2,003,356,000 SEC
2015   Q2 92,069,592 2.03 Reduce 0.61% 0.01 $23.45–26.65 · VW $24.70i $2,176,832,000 SEC
2015   Q1 92,630,517 2.44 Add 0.37% <0.01 $25.85–29.33 · VW $27.07i $2,539,620,000 SEC
2014   Q4 92,286,717 2.55 Add 1.58% 0.04 $25.20–30.32 · VW $27.95i $2,641,861,000 SEC
2014   Q3 90,848,256 2.26 Add 9.87% 0.20 $24.20–26.46 · VW $25.36i $2,315,722,000 SEC
2014   Q2 82,688,526 2.03 Add 52.67% 0.70 $24.51–26.59 · VW $25.21i $2,069,143,000 SEC
2014   Q1 54,161,526 1.46 Add 7.93% 0.11 $24.09–26.66 · VW $25.77i $1,379,855,000 SEC
2013   Q4 50,181,069 1.42 Add 17.72% 0.21 $24.55–27.12 · VW $25.52i $1,316,249,000 SEC
2013   Q3 42,626,829 1.23 Add 1.99% 0.02 $23.84–26.33 · VW $25.25i $1,050,893,000 SEC
2013   Q2 41,795,502 1.26 Buy 1.26 $24.30–26.65 · VW $25.64i $1,037,782,000 SEC
2013   Q1 0 0.00 Sell 100.00% 1.35 $22.71–26.50 · VW $25.04i SEC
2012   Q4 43,009,872 1.35 Reduce 2.14% 0.04 $22.46–25.05 · VW $23.61i $978,188,000 SEC
2012   Q3 43,950,747 1.89 Buy 1.89 $23.78–25.87 · VW $24.89i $1,081,188,000 SEC
2011   Q4 0 0.00 Sell 100.00% 2.17 $18.56–20.67 · VW $19.89i SEC
2011   Q3 83,495,397 2.17 Add 8.65% 0.17 $16.10–19.32 · VW $18.11i $1,444,470,000 SEC
2011   Q2 76,850,883 1.62 Add 22.98% 0.30 $17.26–18.82 · VW $17.89i $1,361,285,000 SEC
2011   Q1 62,488,083 1.25 Add 51.92% 0.43 $16.99–18.91 · VW $18.08i $1,084,168,000 SEC
2010   Q4 41,132,118 0.92 Reduce 0.52% <0.01 $17.71–19.30 · VW $18.57i $739,418,000 SEC
2010   Q3 41,348,739 0.98 Reduce 0.01% <0.01 $16.67–18.27 · VW $17.67i $737,662,000 SEC
2010   Q2 41,351,157 0.96 Add 2.70% 0.03 $15.92–18.32 · VW $17.10i $662,583,000 SEC
2010   Q1 40,262,907 0.93 Reduce 0.43% <0.01 $17.55–18.76 · VW $18.06i $746,206,000 SEC
2009   Q4 40,437,657 0.95 Reduce 1.56% 0.01 $16.51–18.40 · VW $17.57i $720,464,000 SEC
2009   Q3 41,079,657 0.90 Reduce 11.51% 0.14 $16.24–17.52 · VW $16.77i $672,200,000 SEC
2009   Q2 46,420,821 1.20 Reduce 29.77% 0.66 $15.78–17.25 · VW $16.55i $749,542,000 SEC
2009   Q1 66,095,271 2.21 Reduce 14.92% 0.34 $15.42–18.19 · VW $16.80i $1,147,855,000 SEC
2008   Q4 77,683,356 2.30 Reduce 21.84% 0.51 $15.64–19.74 · VW $17.03i $1,451,643,000 SEC
2008   Q3 99,390,306 2.32 Reduce 32.11% 0.87 $15.80–21.28 · VW $18.56i $1,984,162,000 SEC
2008   Q2 146,392,692 2.70 Reduce 11.27% 0.31 $18.35–19.98 · VW $19.29i $2,742,423,000 SEC
2008   Q1 164,990,382 2.77 Reduce 29.42% 0.92 $15.95–19.68 · VW $18.32i $2,897,231,000 SEC
2007   Q4 233,773,122 3.14 Reduce 0.29% <0.01 $14.17–17.10 · VW $16.06i $3,703,745,000 SEC
2007   Q3 234,454,422 2.64 Add 9.60% 0.23 $14.03–16.14 · VW $15.08i $3,411,312,000 SEC
2007   Q2 213,923,322 2.63 Reduce 0.41% 0.01 $15.24–17.15 · VW $15.90i $3,430,617,000 SEC
2007   Q1 214,802,664 2.80 Add 6.85% 0.18 $15.02–16.81 · VW $15.93i $3,361,662,000 SEC
2006   Q4 201,037,614 2.69 Add 36.75% 0.72 $14.93–16.57 · VW $15.80i $3,094,639,000 SEC
2006   Q3 147,015,729 2.31 Add 1.73% 0.04 $14.49–17.38 · VW $16.10i $2,416,939,000 SEC
2006   Q2 144,516,129 2.36 Add 5.86% 0.13 $14.10–16.67 · VW $15.20i $2,320,447,000 SEC
2006   Q1 136,520,940 2.25 Add 13.29% 0.26 $14.84–16.29 · VW $15.38i $2,149,750,000 SEC
2005   Q4 120,506,079 2.09 Add 0.71% 0.01 $14.85–16.96 · VW $15.72i $1,879,895,000 SEC
2005   Q3 119,662,329 2.03 Add 1176.53% 1.87 $14.10–16.62 · VW $15.50i $1,747,868,000 SEC
2005   Q2 9,374,004 0.18 Add 52257.04% 0.18 $15.53–16.90 · VW $16.29i $150,609,000 SEC
2005   Q1 17,904 <0.01 Reduce 57.04% <0.01 $15.40–17.91 · VW $16.34i $299,000 SEC
2004   Q4 41,679 <0.01 Reduce 19.78% <0.01 $17.33–19.30 · VW $18.03i $734,000 SEC
2004   Q3 51,954 <0.01 Reduce 17.21% <0.01 $17.03–18.32 · VW $17.77i $921,000 SEC
2004   Q2 62,754 <0.01 Add 141.32% <0.01 $17.17–19.28 · VW $18.04i $1,104,000 SEC
2004   Q1 26,004 <0.01 Reduce 3.35% <0.01 $18.05–20.44 · VW $19.16i $517,000 SEC
2003   Q4 26,904 <0.01 $17.69 $476,000 SEC
2003   Q3 26,904 <0.01 $18.62 $501,000 SEC
2003   Q2 26,904 <0.01 $17.88 $481,000 SEC
2003   Q1 26,904 <0.01 Reduce 18.23% <0.01 $15.42–19.17 · VW $17.79i $467,000 SEC
2002   Q4 32,904 <0.01 Add 12.29% <0.01 $15.64–18.91 · VW $16.83i $554,000 SEC
2002   Q3 29,304 <0.01 Reduce 10.94% <0.01 $15.06–19.34 · VW $17.42i $481,000 SEC
2002   Q2 32,904 <0.01 Add 62.06% <0.01 $14.57–19.77 · VW $16.91i $603,000 SEC
2002   Q1 20,304 <0.01 Add 9.73% <0.01 $18.49–21.31 · VW $19.47i $415,000 SEC
2001   Q4 18,504 <0.01 $19.19 $355,000 SEC
2001   Q3 18,504 <0.01 Reduce 25.40% <0.01 $14.00–18.92 · VW $16.69i $305,000 SEC
2001   Q2 24,804 <0.01 $16.25 $403,000 SEC
2001   Q1 24,804 <0.01 Reduce 61.72% <0.01 $15.07–18.93 · VW $17.08i $418,000 SEC
2000   Q4 64,803 <0.01 Add 161.26% <0.01 $14.19–19.58 · VW $17.57i $1,148,000 SEC
2000   Q3 24,804 <0.01 $16.05 $398,000 SEC
2000   Q2 24,804 <0.01 Reduce 15.36% <0.01 $16.50–20.98 · VW $18.63i $476,000 SEC
2000   Q1 29,304 <0.01 Reduce 2.01% <0.01 $14.48–21.65 · VW $18.19i $551,000 SEC
1999   Q4 29,904 <0.01 Add 26.18% <0.01 $17.83–23.42 · VW $19.83i $689,000 SEC
1999   Q3 23,700 <0.01 $15.82 $375,000 SEC
1999   Q2 23,700 <0.01 Reduce 1.25% $13.67–17.00 · VW $14.92i $381,000 SEC
1999   Q1 24,000 <0.01 $15.38 $369,000 SEC
Price snapshot:
Current price$114.78
Avg. buy price$25.88
+/- since buy343.49%
52-week low$93.45
52-week high$135.16