Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
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 32,937 3.21 Reduce 0.21% <0.01 $356.28–450.33 · VW $418.95i $12,192,295 SEC
2025   Q4 33,005 4.29 Add 2.03% 0.09 $381.71–493.50 · VW $422.65i $15,961,764 SEC
2025   Q3 32,347 4.55 Add 0.11% <0.01 $464.89–553.72 · VW $503.54i $16,754,108 SEC
2025   Q2 32,311 5.01 Add 0.22% 0.01 $456.89–555.45 · VW $506.34i $16,071,745 SEC
2025   Q1 32,241 3.96 Add 0.63% 0.02 $344.79–462.52 · VW $422.56i $12,102,831 SEC
2024   Q4 32,038 4.10 Add 0.25% 0.01 $386.57–456.16 · VW $413.24i $13,504,215 SEC
2024   Q3 31,958 4.21 Add 0.04% <0.01 $400.80–441.85 · VW $422.04i $13,751,651 SEC
2024   Q2 31,945 4.46 Add 0.26% 0.01 $385.58–468.35 · VW $423.69i $14,277,860 SEC
2024   Q1 31,863 3.89 Add 3.02% 0.11 $388.03–433.60 · VW $412.25i $13,405,399 SEC
2023   Q4 30,928 3.80 Reduce 0.96% 0.03 $362.90–420.82 · VW $399.12i $11,630,123 SEC
2023   Q3 31,228 3.40 Add 1.09% 0.04 $309.45–384.30 · VW $357.55i $9,860,183 SEC
2023   Q2 30,892 3.73 $340.54 $10,519,875 SEC
Price snapshot:
Current price$390.99
Avg. buy price$346.65
+/- since buy12.79%
52-week low$349.20
52-week high$551.05