Arnold Van Den Berg - Century Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    133
Portfolio value:    $436,153,108
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 27,496 2.33 Add 58.76% 0.86 $356.28–450.33 · VW $418.95i $10,178,154 SEC
2025   Q4 17,319 1.92 Add 1.10% 0.02 $381.71–493.50 · VW $422.65i $8,375,881 SEC
2025   Q3 17,131 2.22 Reduce 0.53% 0.01 $464.89–553.72 · VW $503.54i $8,873,072 SEC
2025   Q2 17,223 2.43 Add 23.00% 0.45 $456.89–555.45 · VW $506.34i $8,566,960 SEC
2025   Q1 14,002 1.61 Add 4.46% 0.07 $344.79–462.52 · VW $422.56i $5,256,262 SEC
2024   Q4 13,404 1.63 Add 3.86% 0.06 $386.57–456.16 · VW $413.24i $5,649,723 SEC
2024   Q3 12,906 1.61 Add 0.61% <0.01 $400.80–441.85 · VW $422.04i $5,553,388 SEC
2024   Q2 12,828 1.70 Reduce 1.00% 0.02 $385.58–468.35 · VW $423.69i $5,733,408 SEC
2024   Q1 12,958 1.60 Reduce 1.97% 0.03 $388.03–433.60 · VW $412.25i $5,451,627 SEC
2023   Q4 13,218 1.65 Reduce 2.12% 0.03 $362.90–420.82 · VW $399.12i $4,970,441 SEC
2023   Q3 13,504 1.49 Reduce 0.29% <0.01 $309.45–384.30 · VW $357.55i $4,263,841 SEC
2023   Q2 13,543 1.66 Reduce 0.67% <0.01 $311.55–366.78 · VW $335.36i $4,611,882 SEC
2023   Q1 13,634 1.46 Add 0.58% <0.01 $245.61–335.94 · VW $303.31i $3,930,639 SEC
2022   Q4 13,555 1.21 Reduce 26.06% 0.33 $219.35–276.76 · VW $248.51i $3,250,760 SEC
2022   Q3 18,332 1.27 Reduce 1.03% 0.01 $213.43–267.45 · VW $245.34i $4,269,000 SEC
2022   Q2 18,523 1.27 Add 3.51% 0.04 $241.51–294.18 · VW $265.72i $4,757,000 SEC
2022   Q1 17,895 1.24 Reduce 17.08% 0.23 $246.44–315.95 · VW $278.09i $5,517,000 SEC
2021   Q4 21,581 1.35 Reduce 1.35% 0.02 $271.52–344.30 · VW $304.87i $7,258,000 SEC
2021   Q3 21,877 1.24 Reduce 0.36% <0.01 $280.25–349.67 · VW $320.17i $6,167,000 SEC
2021   Q2 21,956 1.20 Reduce 1.29% 0.02 $243.00–305.84 · VW $283.57i $5,948,000 SEC
2021   Q1 22,243 1.18 Reduce 0.59% <0.01 $224.26–263.19 · VW $245.71i $5,244,000 SEC
2020   Q4 22,375 1.29 Reduce 0.42% <0.01 $209.11–246.13 · VW $229.21i $4,977,000 SEC
2020   Q3 22,470 1.76 Buy 1.76 $196.25–232.86 · VW $214.39i $4,726,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.03 $40.23–49.06 · VW $44.38i SEC
2014   Q3 9,250 0.03 Reduce 48.81% 0.03 $42.10–50.05 · VW $46.65i $429,000 SEC
2014   Q2 18,070 0.06 Reduce 95.89% 1.22 $39.86–45.71 · VW $43.67i $754,000 SEC
2014   Q1 439,714 1.27 Reduce 47.75% 1.19 $37.49–41.66 · VW $40.03i $18,024,000 SEC
2013   Q4 841,492 2.50 Reduce 28.19% 0.90 $34.63–38.98 · VW $37.31i $31,480,000 SEC
2013   Q3 1,171,761 3.21 Reduce 1.11% 0.04 $30.95–38.29 · VW $35.79i $38,996,000 SEC
2013   Q2 1,184,937 3.52 Reduce 6.54% 0.20 $30.84–36.43 · VW $33.56i $40,934,000 SEC
2013   Q1 1,267,839 3.04 Add 0.36% 0.01 $27.52–35.28 · VW $32.57i $36,267,000 SEC
2012   Q4 1,263,327 3.18 Reduce 1.18% 0.04 $26.26–28.23 · VW $27.43i $33,743,000 SEC
2012   Q3 1,278,400 3.72 Reduce 47.93% 2.91 $26.34–31.61 · VW $28.19i $38,045,000 SEC
2012   Q2 2,455,314 6.08 Reduce 0.74% 0.04 $28.32–31.14 · VW $30.09i $75,108,000 SEC
2012   Q1 2,473,539 6.08 Reduce 2.51% 0.14 $28.64–32.95 · VW $30.26i $79,784,000 SEC
2011   Q4 2,537,278 5.40 Reduce 3.92% 0.21 $25.16–32.00 · VW $29.63i $65,868,000 SEC
2011   Q3 2,640,723 5.35 Reduce 2.10% 0.12 $24.26–27.50 · VW $25.78i $65,728,000 SEC
2011   Q2 2,697,257 5.65 Reduce 2.10% 0.12 $23.65–28.15 · VW $26.13i $70,129,000 SEC
2011   Q1 2,755,189 5.87 Reduce 10.36% 0.64 $24.03–26.87 · VW $25.30i $69,954,000 SEC
2010   Q4 3,073,592 6.16 Reduce 3.39% 0.20 $25.56–29.46 · VW $27.20i $85,784,000 SEC
2010   Q3 3,181,317 5.76 Reduce 4.08% 0.24 $23.54–28.87 · VW $25.89i $77,910,000 SEC
2010   Q2 3,316,475 5.90 Reduce 5.14% 0.36 $22.73–26.93 · VW $24.38i $76,312,000 SEC
2010   Q1 3,496,220 7.10 Reduce 4.71% 0.37 $24.56–31.58 · VW $27.31i $102,396,000 SEC
2009   Q4 3,668,957 7.93 Reduce 27.49% 2.45 $27.57–31.50 · VW $29.25i $111,830,000 SEC
2009   Q3 5,059,724 8.92 Reduce 4.06% 0.36 $23.76–30.14 · VW $27.77i $130,136,000 SEC
2009   Q2 5,273,638 8.95 Reduce 6.74% 0.57 $20.86–25.72 · VW $23.74i $125,354,000 SEC
2007   Q4 5,655,053 8.42 Reduce 33.71% 2.93 $27.02–36.72 · VW $30.31i $103,883,000 SEC
2007   Q2 8,530,389 8.69 Reduce 4.61% 0.37 $27.51–31.84 · VW $29.36i $251,305,000 SEC
2007   Q1 8,942,393 8.01 Add 10136.26% 7.94 $26.60–31.16 · VW $29.48i $249,224,000 SEC
2006   Q4 87,360 8.96 Add 1.18% 0.11 $27.79–31.48 · VW $29.15i $260,857,000 SEC
2006   Q3 86,337 10.36 Add 1.42% 0.15 $25.39–30.00 · VW $28.25i $236,130,000 SEC
2006   Q1 85,126 9.41 Buy 9.41 $22.45–28.22 · VW $24.44i $198,345,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$313.74
+/- since buy24.62%
52-week low$349.20
52-week high$551.05