SEC 13F insights: 2026 Q1 biggest value investing moves

The quarter's most notable changes to value investors' portfolios, highest impact first: the largest new positions, exits, adds, trims and high-conviction bets from the 2026 Q1 SEC filings.

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Funds were net sellers of GOOGL 21-to-5 in 2026 Q1.

5 tracked funds bought and 21 sold in the 94 filings received for 2026 Q1 so far.

Dodge & Cox Stock FundWilliam Von MuefflingTerry Smith+23 more

Consensus shift

Funds were net sellers of BAC 9-to-1 in 2026 Q1.

1 tracked funds bought and 9 sold in the 94 filings received for 2026 Q1 so far.

Warren BuffettLewis SandersLi Lu+7 more

Consensus shift

Funds were net sellers of COF 13-to-0 in 2026 Q1.

0 tracked funds bought and 13 sold in the 94 filings received for 2026 Q1 so far.

Eagle Capital ManagementDodge & Cox Stock FundRichard Pzena+10 more

Consensus shift

Funds were net sellers of WFC 10-to-0 in 2026 Q1.

0 tracked funds bought and 10 sold in the 94 filings received for 2026 Q1 so far.

Dodge & Cox Stock FundRichard PzenaHarry Burn+7 more

Consensus shift

Funds were net sellers of TSM 16-to-4 in 2026 Q1.

4 tracked funds bought and 16 sold in the 94 filings received for 2026 Q1 so far.

Lewis SandersEagle Capital ManagementOle Andreas Halvorsen+17 more

Consensus shift

Funds were net sellers of JNJ 8-to-2 in 2026 Q1.

2 tracked funds bought and 8 sold in the 94 filings received for 2026 Q1 so far.

Donald YacktmanIndependent Franchise PartnersMairs & Power Growth Fund+7 more

Consensus shift

Funds were net buyers of SUNB 8-to-0 in 2026 Q1.

8 tracked funds bought and 0 sold in the 94 filings received for 2026 Q1 so far.

Dodge & Cox Stock FundThomas RussoNicolai Tangen+5 more

Consensus shift

Funds were net sellers of BN 7-to-1 in 2026 Q1.

1 tracked funds bought and 7 sold in the 94 filings received for 2026 Q1 so far.

Bill AckmanChuck AkreStephen Mandel+5 more

Consensus shift

Funds were net buyers of MELI 7-to-1 in 2026 Q1.

7 tracked funds bought and 1 sold in the 94 filings received for 2026 Q1 so far.

Eagle Capital ManagementHenry EllenbogenChase Coleman III+5 more

Consensus shift

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