John Armitage - Egerton Capital (UK)
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  GE Aerospace (GE)
← All GE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 3.33 $243.34–307.25 · VW $283.80i SEC
2025   Q2 1,261,839 3.33 Reduce 15.73% 0.54 $159.36–260.55 · VW $225.77i $324,784,740 SEC
2025   Q1 1,497,354 3.46 Reduce 37.73% 1.75 $167.22–214.21 · VW $193.86i $299,695,403 SEC
2024   Q4 2,404,557 4.64 Add 22.88% 0.86 $159.60–194.80 · VW $173.73i $401,056,062 SEC
2024   Q3 1,956,819 3.72 Reduce 17.55% 0.67 $150.20–190.88 · VW $176.55i $369,016,927 SEC
2024   Q2 2,373,275 3.81 Reduce 43.83% 2.51 $133.99–170.80 · VW $154.59i $377,279,527 SEC
2024   Q1 4,224,874 5.72 Reduce 21.64% 1.29 $98.68–143.94 · VW $127.57i $591,853,283 SEC
2023   Q4 5,391,621 5.95 Add 12.24% 0.65 $84.22–103.11 · VW $96.40i $549,188,061 SEC
2023   Q3 4,803,596 4.92 Add 0.52% 0.03 $85.28–94.14 · VW $89.22i $423,812,882 SEC
2023   Q2 4,778,750 4.32 Buy 4.32 $74.60–88.00 · VW $83.42i $418,951,093 SEC
Price snapshot:
Current price$353.42
52-week low$253.37
52-week high$382.49