John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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 62,192 0.26 Reduce 63.94% 0.58 $356.28–450.33 · VW $418.95i $23,021,613 SEC
2025   Q4 172,455 0.90 Reduce 11.17% 0.12 $381.71–493.50 · VW $422.65i $83,402,687 SEC
2025   Q3 194,134 1.08 Reduce 8.92% 0.11 $464.89–553.72 · VW $503.54i $100,551,705 SEC
2025   Q2 213,138 1.21 Add 72.03% 0.51 $456.89–555.45 · VW $506.34i $106,016,973 SEC
2025   Q1 123,894 0.55 Reduce 3.13% 0.02 $344.79–462.52 · VW $422.56i $46,508,569 SEC
2024   Q4 127,903 0.58 Reduce 41.33% 0.40 $386.57–456.16 · VW $413.24i $53,911,115 SEC
2024   Q3 217,988 0.97 Reduce 17.88% 0.23 $400.80–441.85 · VW $422.04i $93,800,236 SEC
2024   Q2 265,438 1.31 Reduce 27.43% 0.42 $385.58–468.35 · VW $423.69i $118,637,514 SEC
2024   Q1 365,791 1.54 Reduce 0.51% <0.01 $388.03–433.60 · VW $412.25i $153,895,590 SEC
2023   Q4 367,682 1.41 Reduce 36.43% 0.71 $362.90–420.82 · VW $399.12i $138,263,139 SEC
2023   Q3 578,397 1.96 Reduce 19.26% 0.45 $309.45–384.30 · VW $357.55i $182,628,853 SEC
2023   Q2 716,331 2.34 Reduce 17.99% 0.44 $311.55–366.78 · VW $335.36i $243,939,359 SEC
2023   Q1 873,473 2.45 Reduce 12.64% 0.31 $245.61–335.94 · VW $303.31i $251,822,266 SEC
2022   Q4 999,813 2.44 Reduce 0.92% 0.02 $219.35–276.76 · VW $248.51i $239,775,154 SEC
2022   Q3 1,009,074 2.58 Reduce 1.84% 0.05 $213.43–267.45 · VW $245.34i $235,013,000 SEC
2022   Q2 1,027,975 2.64 Add 2.09% 0.05 $241.51–294.18 · VW $265.72i $264,015,000 SEC
2022   Q1 1,006,911 2.75 Add 0.63% 0.02 $246.44–315.95 · VW $278.09i $310,441,000 SEC
2021   Q4 1,000,576 2.84 Reduce 7.86% 0.22 $271.52–344.30 · VW $304.87i $336,514,000 SEC
2021   Q3 1,085,921 2.80 Reduce 9.05% 0.28 $280.25–349.67 · VW $320.17i $306,143,000 SEC
2021   Q2 1,194,040 3.04 Reduce 11.78% 0.37 $243.00–305.84 · VW $283.57i $323,465,000 SEC
2021   Q1 1,353,508 3.14 Reduce 4.90% 0.17 $224.26–263.19 · VW $245.71i $319,117,000 SEC
2020   Q4 1,423,200 3.57 Reduce 9.66% 0.46 $209.11–246.13 · VW $229.21i $316,548,000 SEC
2020   Q3 1,575,309 4.81 Reduce 3.97% 0.20 $196.25–232.86 · VW $214.39i $331,335,000 SEC
2020   Q2 1,640,371 5.08 Reduce 8.76% 0.44 $181.35–231.15 · VW $212.68i $333,832,000 SEC
2020   Q1 1,797,885 4.97 Reduce 14.06% 0.58 $132.52–187.51 · VW $167.76i $283,544,000 SEC
2019   Q4 2,091,981 4.14 Reduce 3.22% 0.13 $146.65–190.70 · VW $166.45i $329,905,000 SEC
2019   Q3 2,161,476 4.03 Reduce 5.33% 0.21 $133.22–152.50 · VW $145.70i $300,510,000 SEC
2019   Q2 2,283,189 3.87 Reduce 12.51% 0.48 $119.01–141.68 · VW $132.85i $305,856,000 SEC
2019   Q1 2,609,735 3.85 Reduce 4.38% 0.17 $108.80–131.37 · VW $121.28i $307,792,000 SEC
2018   Q4 2,729,418 3.89 Reduce 4.32% 0.16 $93.96–113.42 · VW $106.47i $277,227,000 SEC
2018   Q3 2,852,714 3.64 Add 2.53% 0.09 $99.35–116.18 · VW $108.81i $326,265,000 SEC
2018   Q2 2,782,243 3.16 Add 1.23% 0.04 $97.26–112.78 · VW $107.46i $274,357,000 SEC
2018   Q1 2,748,518 2.93 Reduce 1.97% 0.05 $87.08–99.99 · VW $95.30i $250,857,000 SEC
2017   Q4 2,803,720 2.78 Add 2.53% 0.07 $80.70–96.07 · VW $90.18i $239,830,000 SEC
2017   Q3 2,734,536 2.44 Add 4.58% 0.11 $72.92–86.20 · VW $81.10i $203,696,000 SEC
2017   Q2 2,614,714 2.20 Add 2.60% 0.06 $68.02–74.96 · VW $72.58i $180,232,000 SEC
2017   Q1 2,548,452 2.05 Reduce 0.00% <0.01 $63.62–70.74 · VW $68.07i $167,841,000 SEC
2016   Q4 2,548,541 1.95 Add 1.28% 0.02 $58.80–65.91 · VW $62.90i $158,366,000 SEC
2016   Q3 2,516,316 1.84 Reduce 0.28% <0.01 $55.61–61.41 · VW $59.09i $144,940,000 SEC
2016   Q2 2,523,380 1.70 Add 1.92% 0.03 $48.04–58.70 · VW $54.73i $129,121,000 SEC
2016   Q1 2,475,772 1.73 Add 0.02% <0.01 $49.35–56.77 · VW $53.04i $136,737,000 SEC
2015   Q4 2,475,332 1.72 Reduce 0.87% 0.01 $48.19–56.85 · VW $51.97i $137,331,000 SEC
2015   Q3 2,497,152 1.46 Add 8.13% 0.11 $41.66–54.98 · VW $50.33i $110,524,000 SEC
2015   Q2 2,309,359 1.23 Add 19.04% 0.20 $39.72–48.41 · VW $43.88i $101,958,000 SEC
2015   Q1 1,940,065 0.97 Add 20.75% 0.17 $40.12–49.54 · VW $45.51i $78,873,000 SEC
2014   Q4 1,606,672 0.95 Add 20.63% 0.16 $40.23–49.06 · VW $44.38i $74,630,000 SEC
2014   Q3 1,331,896 0.88 Reduce 5.02% 0.04 $42.10–50.05 · VW $46.65i $61,747,000 SEC
2014   Q2 1,402,231 0.79 Add 37.85% 0.22 $39.86–45.71 · VW $43.67i $58,473,000 SEC
2014   Q1 1,017,243 0.57 Add 7.45% 0.04 $37.49–41.66 · VW $40.03i $41,697,000 SEC
2013   Q4 946,694 0.49 Add 127.63% 0.27 $34.63–38.98 · VW $37.31i $35,416,000 SEC
2013   Q3 415,887 0.23 Add 51.00% 0.08 $30.95–38.29 · VW $35.79i $13,841,000 SEC
2013   Q2 275,424 0.18 Reduce 11.36% 0.02 $30.84–36.43 · VW $33.56i $9,515,000 SEC
2013   Q1 310,719 0.18 Add 26.97% 0.04 $27.52–35.28 · VW $32.57i $8,888,000 SEC
2012   Q4 244,720 0.16 Reduce 19.37% 0.04 $26.26–28.23 · VW $27.43i $6,536,000 SEC
2012   Q3 303,514 0.22 Reduce 9.26% 0.02 $26.34–31.61 · VW $28.19i $9,033,000 SEC
2012   Q2 334,505 0.26 Add 1.58% <0.01 $28.32–31.14 · VW $30.09i $10,233,000 SEC
2012   Q1 329,286 0.26 Reduce 5.93% 0.01 $28.64–32.95 · VW $30.26i $10,621,000 SEC
2011   Q4 350,057 0.25 Add 4.01% <0.01 $25.16–32.00 · VW $29.63i $9,087,000 SEC
2011   Q3 336,570 0.26 Add 64.54% 0.10 $24.26–27.50 · VW $25.78i $8,377,000 SEC
2011   Q2 204,555 0.12 Buy 0.12 $23.65–28.15 · VW $26.13i $5,318,000 SEC
2011   Q1 0 0.00 Sell 100.00% 0.10 $24.03–26.87 · VW $25.30i SEC
2010   Q4 159,940 0.10 Add 6.91% <0.01 $25.56–29.46 · VW $27.20i $4,463,925,000 SEC
2010   Q3 149,605 0.09 Buy 0.09 $23.54–28.87 · VW $25.89i $3,663,826,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$238.38
+/- since buy64.02%
52-week low$349.20
52-week high$551.05