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  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 0.99 $46.28–51.53 · VW $48.78i SEC
2018   Q2 2,628,323 0.99 Reduce 16.20% 0.23 $47.11–55.64 · VW $51.26i $124,583,000 SEC
2018   Q1 3,136,354 1.42 Reduce 5.35% 0.08 $50.02–59.38 · VW $55.08i $169,238,000 SEC
2017   Q4 3,313,627 1.57 Reduce 8.39% 0.13 $47.42–54.25 · VW $50.87i $173,866,000 SEC
2017   Q3 3,617,157 1.58 Add 9.41% 0.14 $43.84–48.90 · VW $46.49i $174,238,000 SEC
2017   Q2 3,306,055 1.51 Add 0.33% <0.01 $40.43–45.98 · VW $43.07i $147,318,000 SEC
2017   Q1 3,295,306 1.58 Add 48.08% 0.51 $40.06–47.33 · VW $43.67i $141,171,000 SEC
2016   Q4 2,225,381 1.19 Buy 1.19 $30.96–44.04 · VW $38.09i $94,022,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47