C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
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 1,108,991 10.88 Reduce 2.85% 0.29 $356.28–450.33 · VW $418.95i $410,515,198 SEC
2025   Q4 1,141,578 10.14 Reduce 3.70% 0.41 $381.71–493.50 · VW $422.65i $551,996,000 SEC
2025   Q3 1,185,402 11.13 Reduce 2.72% 0.30 $464.89–553.72 · VW $503.54i $614,016,194 SEC
2025   Q2 1,218,494 10.99 Reduce 12.54% 1.23 $456.89–555.45 · VW $506.34i $623,705,520 SEC
2025   Q1 1,393,139 9.83 Add 17.24% 1.45 $344.79–462.52 · VW $422.56i $523,166,505 SEC
2024   Q4 1,188,258 8.38 Add 44.53% 2.58 $386.57–456.16 · VW $413.24i $500,765,996 SEC
2024   Q3 822,173 5.92 Reduce 0.55% 0.03 $400.80–441.85 · VW $422.04i $353,781,027 SEC
2024   Q2 826,752 5.65 Reduce 20.54% 1.31 $385.58–468.35 · VW $423.69i $369,745,000 SEC
2024   Q1 1,040,526 6.36 Reduce 5.04% 0.30 $388.03–433.60 · VW $412.25i $437,863,000 SEC
2023   Q4 1,095,775 6.04 Reduce 18.62% 1.21 $362.90–420.82 · VW $399.12i $411,922,000 SEC
2023   Q3 1,346,478 6.48 Reduce 22.75% 1.69 $309.45–384.30 · VW $357.55i $425,366,000 SEC
2023   Q2 1,742,923 7.45 Reduce 19.59% 1.55 $311.55–366.78 · VW $335.36i $593,413,000 SEC
2023   Q1 2,167,530 7.91 Add 5.15% 0.39 $245.61–335.94 · VW $303.31i $624,813,000 SEC
2022   Q4 2,061,353 6.64 Reduce 16.43% 1.10 $219.35–276.76 · VW $248.51i $494,331,000 SEC
2022   Q3 2,466,689 6.72 Add 30.12% 1.56 $213.43–267.45 · VW $245.34i $574,492,000 SEC
2022   Q2 1,895,654 4.76 Reduce 13.89% 0.58 $241.51–294.18 · VW $265.72i $486,860,000 SEC
2022   Q1 2,201,508 4.17 Reduce 7.08% 0.29 $246.44–315.95 · VW $278.09i $678,747,000 SEC
2021   Q4 2,369,378 4.07 Reduce 10.52% 0.42 $271.52–344.30 · VW $304.87i $796,869,000 SEC
2021   Q3 2,647,917 4.01 Reduce 3.78% 0.15 $280.25–349.67 · VW $320.17i $746,500,000 SEC
2021   Q2 2,751,983 4.04 Reduce 3.53% 0.14 $243.00–305.84 · VW $283.57i $745,512,000 SEC
2021   Q1 2,852,769 3.97 Reduce 4.18% 0.18 $224.26–263.19 · VW $245.71i $672,597,000 SEC
2020   Q4 2,977,233 4.28 Add 2.79% 0.12 $209.11–246.13 · VW $229.21i $662,196,000 SEC
2020   Q3 2,896,490 4.74 Reduce 6.94% 0.35 $196.25–232.86 · VW $214.39i $609,219,000 SEC
2020   Q2 3,112,366 4.98 Reduce 3.82% 0.20 $181.35–231.15 · VW $212.68i $633,398,000 SEC
2020   Q1 3,236,024 5.29 Add 1.31% 0.07 $132.52–187.51 · VW $167.76i $510,353,000 SEC
2019   Q4 3,194,179 3.89 Add 11.49% 0.40 $146.65–190.70 · VW $166.45i $503,722,000 SEC
2019   Q3 2,864,889 3.37 Add 8.53% 0.26 $133.22–152.50 · VW $145.70i $398,306,000 SEC
2019   Q2 2,639,735 3.14 Reduce 18.67% 0.62 $119.01–141.68 · VW $132.85i $353,619,000 SEC
2019   Q1 3,245,567 3.30 Reduce 2.97% 0.09 $108.80–131.37 · VW $121.28i $382,782,000 SEC
2018   Q4 3,344,742 3.13 Buy 3.13 $93.96–113.42 · VW $106.47i $339,725,000 SEC
2016   Q2 0 0.00 Sell 100.00% <0.01 $48.04–58.70 · VW $54.73i SEC
2016   Q1 1,300 <0.01 Reduce 99.92% 0.81 $49.35–56.77 · VW $53.04i $72,000 SEC
2015   Q4 1,597,650 0.81 Reduce 71.90% 1.75 $48.19–56.85 · VW $51.97i $88,638,000 SEC
2015   Q3 5,686,427 2.44 Add 8.33% 0.19 $41.66–54.98 · VW $50.33i $251,682,000 SEC
2015   Q2 5,249,025 2.20 Buy 2.20 $39.72–48.41 · VW $43.88i $231,745,000 SEC
2013   Q3 0 0.00 Sell 100.00% $30.95–38.29 · VW $35.79i SEC
2013   Q2 1 0.00 Reduce 100.00% 3.00 $30.84–36.43 · VW $33.56i SEC
2013   Q1 1,784,281 3.00 Add 20.64% 0.51 $27.52–35.28 · VW $32.57i $51,039,000 SEC
2012   Q4 1,479,002 3.41 Add 46.67% 1.09 $26.26–28.23 · VW $27.43i $39,504,000 SEC
2012   Q3 1,008,377 3.58 Add 61.37% 1.36 $26.34–31.61 · VW $28.19i $30,009,000 SEC
2012   Q2 624,875 4.01 Add 29.76% 0.92 $28.32–31.14 · VW $30.09i $19,115,000 SEC
2012   Q1 481,555 4.12 Add 10.68% 0.40 $28.64–32.95 · VW $30.26i $15,533,000 SEC
2011   Q4 435,072 3.90 Add 5.00% 0.19 $25.16–32.00 · VW $29.63i $11,294,000 SEC
2011   Q3 414,367 4.07 Add 31.30% 0.97 $24.26–27.50 · VW $25.78i $10,314,000 SEC
2011   Q2 315,594 4.27 Add 94.28% 2.07 $23.65–28.15 · VW $26.13i $8,205,000 SEC
2011   Q1 162,446 3.02 Add 71.69% 1.26 $24.03–26.87 · VW $25.30i $4,125,000 SEC
2010   Q4 94,616 2.56 $27.91 $2,641,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$253.58
+/- since buy54.19%
52-week low$349.20
52-week high$551.05