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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 174,310 0.01 Reduce 2.91% <0.01 $124.28 $21,663,247 SEC
2025   Q4 179,535 0.01 Reduce 0.72% <0.01 $111.41 $20,001,994 SEC
2025   Q3 180,835 0.01 Add 0.98% <0.01 $103.06 $18,636,855 SEC
2025   Q2 179,085 0.01 Reduce 0.67% <0.01 $97.78 $17,510,931 SEC
2025   Q1 180,285 0.01 Reduce 1.65% <0.01 $87.79 $15,827,220 SEC
2024   Q4 183,310 0.01 Reduce 7.00% <0.01 $90.35 $16,562,059 SEC
2024   Q3 197,110 0.01 Reduce 2.33% <0.01 $80.75 $15,916,633 SEC
2024   Q2 201,810 0.01 Reduce 2.44% <0.01 $67.71 $13,664,555 SEC
2024   Q1 206,860 0.01 Add 196.28% <0.01 $60.17 $12,446,766 SEC
2023   Q4 69,820 0.01 Reduce 2.72% <0.01 $157.65 $11,007,123 SEC
2023   Q3 71,770 0.01 Reduce 1.48% <0.01 $159.93 $11,478,176 SEC
2023   Q2 72,850 0.01 Reduce 3.39% <0.01 $157.18 $11,450,563 SEC
2023   Q1 75,405 0.01 Reduce 2.30% <0.01 $147.45 $11,118,467 SEC
2022   Q4 77,180 0.01 Reduce 9.40% <0.01 $141.79 $10,943,352 SEC
2022   Q3 85,190 0.01 Reduce 0.32% $129.70 $11,049,000 SEC
2022   Q2 85,465 0.01 Reduce 1.03% <0.01 $121.58 $10,391,000 SEC
2022   Q1 86,356 0.01 Reduce 2.05% <0.01 $148.92 $12,860,000 SEC
2021   Q4 88,165 0.01 Reduce 6.52% <0.01 $144.69 $12,757,000 SEC
2021   Q3 94,315 0.01 Reduce 3.13% <0.01 $139.38 $13,146,000 SEC
2021   Q2 97,366 0.01 Reduce 6.66% <0.01 $141.02 $13,731,000 SEC
2021   Q1 104,311 0.01 Reduce 5.57% <0.01 $135.83 $14,169,000 SEC
2020   Q4 110,469 0.01 Reduce 8.61% <0.01 $144.15 $15,924,000 SEC
2020   Q3 120,870 0.02 Reduce 2.18% <0.01 $139.91 $16,911,000 SEC
2020   Q2 123,570 0.01 Reduce 1.94% <0.01 $119.78 $14,801,000 SEC
2020   Q1 126,012 0.02 Reduce 5.43% <0.01 $113.62 $14,317,000 SEC
2019   Q4 133,252 0.01 Reduce 3.44% <0.01 $118.84 $15,836,000 SEC
2019   Q3 137,997 0.01 Reduce 5.17% <0.01 $118.68 $16,377,000 SEC
2019   Q2 145,515 0.01 Reduce 11.59% <0.01 $110.49 $16,078,000 SEC
2019   Q1 164,590 0.01 Reduce 24.08% <0.01 $97.53 $16,052,000 SEC
2018   Q4 216,790 0.02 Reduce 9.81% <0.01 $93.15 $20,194,000 SEC
2018   Q3 240,369 0.02 Reduce 24.11% <0.01 $93.91 $22,573,000 SEC
2018   Q2 316,719 0.02 Reduce 18.57% <0.01 $85.65 $27,127,000 SEC
2018   Q1 388,959 0.03 Reduce 93.63% 0.45 $88.97 $34,606,000 SEC
2017   Q4 6,101,588 0.48 Reduce 71.02% 0.97 $98.75 $602,532,000 SEC
2017   Q3 21,055,702 1.36 Reduce 0.91% 0.01 $78.14 $1,645,293,000 SEC
2017   Q2 21,249,526 1.39 Reduce 0.63% <0.01 $75.68 $1,608,164,000 SEC
2017   Q1 21,385,083 1.34 Reduce 1.71% 0.02 $72.08 $1,541,437,000 SEC
2016   Q4 21,758,126 1.36 Reduce 4.96% 0.08 $69.12 $1,503,922,000 SEC
2016   Q3 22,893,958 1.58 Reduce 18.90% 0.40 $72.12 $1,651,112,000 SEC
2016   Q2 28,228,423 2.11 Reduce 6.75% 0.14 $73.02 $2,061,239,000 SEC
2016   Q1 30,270,241 2.11 Reduce 2.15% 0.04 $68.49 $2,073,209,000 SEC
2015   Q4 30,936,193 1.94 Add 0.13% <0.01 $61.30 $1,896,389,000 SEC
2015   Q3 30,896,914 2.09 Add 0.67% 0.01 $64.84 $2,003,356,000 SEC
2015   Q2 30,689,864 2.03 Reduce 0.61% 0.01 $70.93 $2,176,832,000 SEC
2015   Q1 30,876,839 2.44 Add 0.37% <0.01 $82.25 $2,539,620,000 SEC
2014   Q4 30,762,239 2.55 Add 1.58% 0.04 $85.88 $2,641,861,000 SEC
2014   Q3 30,282,752 2.26 Add 9.87% 0.20 $76.47 $2,315,722,000 SEC
2014   Q2 27,562,842 2.03 Add 52.67% 0.70 $75.07 $2,069,143,000 SEC
2014   Q1 18,053,842 1.46 Add 7.93% 0.11 $76.43 $1,379,855,000 SEC
2013   Q4 16,727,023 1.42 Add 17.72% 0.21 $78.69 $1,316,249,000 SEC
2013   Q3 14,208,943 1.23 Add 1.99% 0.02 $73.96 $1,050,893,000 SEC
2013   Q2 13,931,834 1.26 Buy 1.26 $74.49 $1,037,782,000 SEC
2013   Q1 0 0.00 Sell 100.00% 1.35 SEC
2012   Q4 14,336,624 1.35 Reduce 2.14% 0.04 $68.23 $978,188,000 SEC
2012   Q3 14,650,249 1.89 Buy 1.89 $73.80 $1,081,188,000 SEC
2011   Q4 0 0.00 Sell 100.00% 1.59 SEC
2011   Q3 27,831,799 1.59 Buy 1.59 $15.97 $444,470,000 SEC
2011   Q2 0 0.00 Sell 100.00% 1.25 SEC
2011   Q1 20,829,361 1.25 Add 51.92% 0.43 $52.05 $1,084,168,000 SEC
2010   Q4 13,710,706 0.92 Reduce 0.52% <0.01 $53.93 $739,418,000 SEC
2010   Q3 13,782,913 0.98 Reduce 0.01% <0.01 $53.52 $737,662,000 SEC
2010   Q2 13,783,719 0.96 Add 2.70% 0.03 $48.07 $662,583,000 SEC
2010   Q1 13,420,969 0.93 Reduce 0.43% <0.01 $55.60 $746,206,000 SEC
2009   Q4 13,479,219 0.95 Reduce 1.56% 0.01 $53.45 $720,464,000 SEC
2009   Q3 13,693,219 0.90 Reduce 11.51% 0.14 $49.09 $672,200,000 SEC
2009   Q2 15,473,607 1.20 Reduce 29.77% 0.66 $48.44 $749,542,000 SEC
2009   Q1 22,031,757 2.21 Reduce 14.92% 0.34 $52.10 $1,147,855,000 SEC
2008   Q4 25,894,452 2.30 Reduce 21.84% 0.51 $56.06 $1,451,643,000 SEC
2008   Q3 33,130,102 2.32 Reduce 32.11% 0.87 $59.89 $1,984,162,000 SEC
2008   Q2 48,797,564 2.70 Reduce 11.27% 0.26 $56.20 $2,742,423,000 SEC
2008   Q1 54,996,794 2.32 Buy 2.32 $16.31 $897,231,000 SEC
2007   Q4 0 0.00 Sell 100.00% 3.30 SEC
2007   Q3 78,151,474 3.30 Add 9.60% 0.29 $43.65 $3,411,312,000 SEC
2007   Q2 71,307,774 2.63 Reduce 0.41% 0.01 $48.11 $3,430,617,000 SEC
2007   Q1 71,600,888 2.80 Add 6.85% 0.18 $46.95 $3,361,662,000 SEC
2006   Q4 67,012,538 3.86 Add 36.75% 1.04 $46.18 $3,094,639,000 SEC
2006   Q3 49,005,243 2.31 Add 1.73% 0.04 $49.32 $2,416,939,000 SEC
2006   Q2 48,172,043 2.36 Add 5.86% 0.13 $48.17 $2,320,447,000 SEC
2006   Q1 45,506,980 2.25 Add 13.29% 0.26 $47.24 $2,149,750,000 SEC
2005   Q4 40,168,693 2.09 Add 0.71% 0.01 $46.80 $1,879,895,000 SEC
2005   Q3 39,887,443 2.33 Add 1,176.53% 2.15 $43.82 $1,747,868,000 SEC
2005   Q2 3,124,668 0.21 Add 52,257.04% 0.21 $48.20 $150,609,000 SEC
2005   Q1 5,968 <0.01 Reduce 57.04% <0.01 $50.10 $299,000 SEC
2004   Q4 13,893 <0.01 Reduce 19.78% <0.01 $52.83 $734,000 SEC
2004   Q3 17,318 <0.01 Reduce 17.21% <0.01 $53.18 $921,000 SEC
2004   Q2 20,918 <0.01 Add 141.32% <0.01 $52.78 $1,104,000 SEC
2004   Q1 8,668 0.01 Reduce 3.35% <0.01 $59.64 $517,000 SEC
2003   Q4 8,968 0.01 $53.08 $476,000 SEC
2003   Q3 8,968 0.01 $55.87 $501,000 SEC
2003   Q2 8,968 0.01 $53.64 $481,000 SEC
2003   Q1 8,968 0.01 Reduce 18.23% <0.01 $52.07 $467,000 SEC
2002   Q4 10,968 0.01 Add 12.29% <0.01 $50.51 $554,000 SEC
2002   Q3 9,768 <0.01 Reduce 10.94% <0.01 $49.24 $481,000 SEC
2002   Q2 10,968 0.01 Add 62.06% <0.01 $54.98 $603,000 SEC
2002   Q1 6,768 <0.01 Add 9.73% <0.01 $61.32 $415,000 SEC
2001   Q4 6,168 <0.01 $57.56 $355,000 SEC
2001   Q3 6,168 <0.01 Reduce 25.40% <0.01 $49.45 $305,000 SEC
2001   Q2 8,268 <0.01 $48.74 $403,000 SEC
2001   Q1 8,268 <0.01 Reduce 61.72% <0.01 $50.56 $418,000 SEC
2000   Q4 21,601 0.01 Add 161.26% <0.01 $53.15 $1,148,000 SEC
2000   Q3 8,268 <0.01 $48.14 $398,000 SEC
2000   Q2 8,268 <0.01 Reduce 15.36% <0.01 $57.57 $476,000 SEC
2000   Q1 9,768 <0.01 Reduce 2.01% <0.01 $56.41 $551,000 SEC
1999   Q4 9,968 <0.01 Add 26.18% <0.01 $69.12 $689,000 SEC
1999   Q3 7,900 <0.01 $47.47 $375,000 SEC
1999   Q2 7,900 <0.01 Add 97.50% <0.01 $48.23 $381,000 SEC
1999   Q1 4,000 <0.01 $92.25 $369,000 SEC