Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
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 1,325,098 0.83 Add 137.64% 0.48 $356.28–450.33 · VW $418.95i $490,511,631 SEC
2025   Q4 557,601 0.48 Add 2.15% 0.01 $381.71–493.50 · VW $422.65i $269,667,189 SEC
2025   Q3 545,853 0.52 Add 0.16% <0.01 $464.89–553.72 · VW $503.54i $282,724,349 SEC
2025   Q2 544,978 0.53 Reduce 17.39% 0.09 $456.89–555.45 · VW $506.34i $271,077,413 SEC
2025   Q1 659,693 0.51 Add 0.33% <0.01 $344.79–462.52 · VW $422.56i $247,641,998 SEC
2024   Q4 657,544 0.62 Add 0.01% <0.01 $386.57–456.16 · VW $413.24i $277,154,771 SEC
2024   Q3 657,467 0.58 Reduce 0.26% <0.01 $400.80–441.85 · VW $422.04i $282,908,081 SEC
2024   Q2 659,204 0.65 Reduce 0.27% <0.01 $385.58–468.35 · VW $423.69i $294,631,067 SEC
2024   Q1 660,956 0.63 Reduce 0.13% <0.01 $388.03–433.60 · VW $412.25i $278,077,298 SEC
2023   Q4 661,832 0.60 Reduce 57.12% 0.71 $362.90–420.82 · VW $399.12i $248,875,347 SEC
2023   Q3 1,543,608 1.25 Reduce 1.91% 0.03 $309.45–384.30 · VW $357.55i $487,394,226 SEC
2023   Q2 1,573,712 1.37 Reduce 30.13% 0.52 $311.55–366.78 · VW $335.36i $535,911,885 SEC
2023   Q1 2,252,494 1.73 Add 0.03% <0.01 $245.61–335.94 · VW $303.31i $651,578,940 SEC
2022   Q4 2,251,805 1.49 Add 1.30% 0.02 $219.35–276.76 · VW $248.51i $540,027,875 SEC
2022   Q3 2,222,801 1.57 Reduce 8.27% 0.15 $213.43–267.45 · VW $245.34i $517,690,000 SEC
2022   Q2 2,423,263 1.76 Reduce 0.37% <0.01 $241.51–294.18 · VW $265.72i $622,367,000 SEC
2022   Q1 2,432,334 1.84 Reduce 8.91% 0.20 $246.44–315.95 · VW $278.09i $749,913,000 SEC
2021   Q4 2,670,208 2.25 Reduce 8.38% 0.18 $271.52–344.30 · VW $304.87i $898,044,000 SEC
2021   Q3 2,914,556 2.11 Reduce 1.91% 0.04 $280.25–349.67 · VW $320.17i $821,672,000 SEC
2021   Q2 2,971,433 2.01 Reduce 0.06% <0.01 $243.00–305.84 · VW $283.57i $804,961,000 SEC
2021   Q1 2,973,305 1.86 Reduce 0.32% <0.01 $224.26–263.19 · VW $245.71i $701,016,000 SEC
2020   Q4 2,982,918 1.87 Reduce 0.67% 0.01 $209.11–246.13 · VW $229.21i $663,461,000 SEC
2020   Q3 3,002,956 1.90 Reduce 13.03% 0.29 $196.25–232.86 · VW $214.39i $631,612,000 SEC
2020   Q2 3,452,948 2.21 Reduce 3.20% 0.07 $181.35–231.15 · VW $212.68i $702,709,000 SEC
2020   Q1 3,567,187 2.04 Reduce 1.31% 0.02 $132.52–187.51 · VW $167.76i $562,581,000 SEC
2019   Q4 3,614,588 1.56 Reduce 21.94% 0.40 $146.65–190.70 · VW $166.45i $570,021,000 SEC
2019   Q3 4,630,709 1.83 Reduce 2.34% 0.04 $133.22–152.50 · VW $145.70i $643,807,000 SEC
2019   Q2 4,741,604 1.72 Reduce 12.30% 0.21 $119.01–141.68 · VW $132.85i $635,185,000 SEC
2019   Q1 5,406,570 1.73 Reduce 14.73% 0.28 $108.80–131.37 · VW $121.28i $637,651,000 SEC
2018   Q4 6,340,650 1.87 Reduce 23.68% 0.57 $93.96–113.42 · VW $106.47i $644,020,000 SEC
2018   Q3 8,308,245 2.40 Reduce 27.94% 0.79 $99.35–116.18 · VW $108.81i $950,214,000 SEC
2018   Q2 11,528,873 2.81 Reduce 18.02% 0.58 $97.26–112.78 · VW $107.46i $1,136,862,000 SEC
2018   Q1 14,062,413 3.21 Reduce 42.16% 2.07 $87.08–99.99 · VW $95.30i $1,283,476,000 SEC
2017   Q4 24,313,586 4.91 Reduce 6.75% 0.29 $80.70–96.07 · VW $90.18i $2,079,784,000 SEC
2017   Q3 26,072,817 4.36 Add 10.09% 0.40 $72.92–86.20 · VW $81.10i $1,942,164,000 SEC
2017   Q2 23,683,668 3.93 Reduce 2.17% 0.09 $68.02–74.96 · VW $72.58i $1,632,515,000 SEC
2017   Q1 24,210,041 3.95 Add 2.71% 0.10 $63.62–70.74 · VW $68.07i $1,594,473,000 SEC
2016   Q4 23,571,290 3.76 Add 0.63% 0.02 $58.80–65.91 · VW $62.90i $1,464,720,000 SEC
2016   Q3 23,422,566 3.43 Reduce 0.14% <0.01 $55.61–61.41 · VW $59.09i $1,349,140,000 SEC
2016   Q2 23,454,394 3.07 Reduce 0.71% 0.02 $48.04–58.70 · VW $54.73i $1,200,161,000 SEC
2016   Q1 23,621,438 3.34 Reduce 21.33% 0.91 $49.35–56.77 · VW $53.04i $1,304,612,000 SEC
2015   Q4 30,026,046 4.25 Reduce 11.38% 0.45 $48.19–56.85 · VW $51.97i $1,665,845,000 SEC
2015   Q3 33,883,226 3.92 Reduce 0.26% <0.01 $41.66–54.98 · VW $50.33i $1,499,672,000 SEC
2015   Q2 33,972,915 3.67 Reduce 1.37% 0.05 $39.72–48.41 · VW $43.88i $1,499,905,000 SEC
2015   Q1 34,443,595 3.43 Reduce 4.93% 0.21 $40.12–49.54 · VW $45.51i $1,400,304,000 SEC
2014   Q4 36,228,679 4.23 Reduce 0.16% <0.01 $40.23–49.06 · VW $44.38i $1,682,822,000 SEC
2014   Q3 36,286,262 4.39 Add 1.72% 0.07 $42.10–50.05 · VW $46.65i $1,682,231,000 SEC
2014   Q2 35,671,805 3.79 Add 4.64% 0.17 $39.86–45.71 · VW $43.67i $1,487,514,000 SEC
2014   Q1 34,090,987 3.90 Add 5.92% 0.22 $37.49–41.66 · VW $40.03i $1,397,390,000 SEC
2013   Q4 32,185,263 3.45 Add 3.39% 0.11 $34.63–38.98 · VW $37.31i $1,204,694,000 SEC
2013   Q3 31,130,505 3.18 Add 3.58% 0.11 $30.95–38.29 · VW $35.79i $1,036,957,000 SEC
2013   Q2 30,054,503 3.34 Buy 3.34 $30.84–36.43 · VW $33.56i $1,037,782,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$236.99
+/- since buy64.98%
52-week low$349.20
52-week high$551.05