John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 9.19 SEC
2025   Q4 1,748,656 9.19 Reduce 3.43% 0.34 $483.62 $845,685,015 SEC
2025   Q3 1,810,788 9.89 Reduce 1.80% 0.17 $517.95 $937,897,645 SEC
2025   Q2 1,844,066 9.41 Add 38.80% 2.63 $497.41 $917,256,869 SEC
2025   Q1 1,328,533 5.75 Reduce 24.43% 2.09 $375.39 $498,718,003 SEC
2024   Q4 1,758,009 8.57 Add 2.21% 0.19 $421.50 $741,000,794 SEC
2024   Q3 1,720,051 7.47 Add 15.48% 1.00 $430.30 $740,137,945 SEC
2024   Q2 1,489,464 6.72 Add 7.38% 0.46 $446.95 $665,715,935 SEC
2024   Q1 1,387,066 5.64 Reduce 19.40% 1.36 $420.72 $583,566,408 SEC
2023   Q4 1,720,966 7.01 Add 32.29% 1.71 $376.04 $647,152,055 SEC
2023   Q3 1,300,909 4.77 Reduce 18.93% 1.07 $315.75 $410,762,017 SEC
2023   Q2 1,604,701 5.63 Add 20.88% 0.97 $340.54 $546,464,879 SEC
2023   Q1 1,327,478 4.84 Reduce 45.31% 2.61 $288.30 $382,711,907 SEC
2022   Q4 2,427,056 5.76 Reduce 49.76% 4.92 $239.82 $582,056,570 SEC
2022   Q3 4,830,871 9.89 Reduce 10.37% 1.10 $232.90 $1,125,110,000 SEC
2022   Q2 5,389,920 10.62 Add 11.90% 1.13 $256.83 $1,384,293,000 SEC
2022   Q1 4,816,642 8.86 Add 9.74% 0.79 $308.31 $1,485,019,000 SEC
2021   Q4 4,389,291 7.63 Add 8.96% 0.63 $336.32 $1,476,206,000 SEC
2021   Q3 4,028,315 5.92 Reduce 19.87% 1.45 $281.92 $1,135,663,000 SEC
2021   Q2 5,027,497 7.32 Reduce 15.89% 1.26 $270.90 $1,361,949,000 SEC
2021   Q1 5,977,341 7.96 Add 20.50% 1.35 $235.77 $1,409,278,000 SEC
2020   Q4 4,960,604 6.66 Add 21.46% 1.18 $222.42 $1,103,338,000 SEC
2020   Q3 4,084,234 5.64 Reduce 0.20% 0.01 $210.33 $859,037,000 SEC
2020   Q2 4,092,387 6.58 Add 1.42% 0.09 $203.51 $832,842,000 SEC
2020   Q1 4,035,081 7.09 Reduce 24.42% 1.55 $157.71 $636,373,000 SEC
2019   Q4 5,339,131 6.34 Reduce 5.17% 0.31 $157.70 $841,981,000 SEC
2019   Q3 5,629,941 5.94 Reduce 11.09% 0.74 $139.03 $782,731,000 SEC
2019   Q2 6,331,825 6.65 Reduce 35.58% 3.06 $133.96 $848,211,000 SEC
2019   Q1 9,828,234 8.61 Add 11.31% 0.88 $117.94 $1,159,142,000 SEC
2018   Q4 8,829,399 7.83 Add 13.85% 0.95 $101.57 $896,802,000 SEC
2018   Q3 7,755,330 6.88 Add 4.18% 0.28 $114.37 $886,977,000 SEC
2018   Q2 7,444,214 5.84 Add 5.16% 0.29 $98.61 $734,074,000 SEC
2018   Q1 7,079,132 5.43 Add 24.14% 1.06 $91.27 $646,112,000 SEC
2017   Q4 5,702,710 4.41 Add 11.15% 0.44 $85.54 $487,810,000 SEC
2017   Q3 5,130,833 3.48 Add 29.30% 0.79 $74.49 $382,196,000 SEC
2017   Q2 3,968,166 2.80 Reduce 0.74% 0.02 $68.93 $273,526,000 SEC
2017   Q1 3,997,892 2.95 Add 10.61% 0.28 $65.86 $263,301,000 SEC
2016   Q4 3,614,385 2.85 Reduce 1.96% 0.05 $62.14 $224,598,000 SEC
2016   Q3 3,686,678 2.52 Reduce 17.20% 0.44 $57.60 $212,353,000 SEC
2016   Q2 4,452,512 2.56 Reduce 65.25% 4.65 $51.17 $227,835,000 SEC
2016   Q1 12,814,461 7.12 Add 9.47% 0.62 $55.23 $707,743,000 SEC
2015   Q4 11,706,090 7.15 Add 109.46% 3.74 $55.48 $649,454,000 SEC
2015   Q3 5,588,698 2.94 Buy 2.94 $44.26 $247,356,000 SEC