Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2023   Q3 0 0.00 Sell 100.00% 0.09 $309.45–384.30 · VW $357.55i SEC
2023   Q2 17,500 0.09 Reduce 20.81% 0.02 $311.55–366.78 · VW $335.36i $5,959,450 SEC
2023   Q1 22,100 0.10 $288.30 $6,371,430 SEC
2022   Q4 22,100 0.08 $239.82 $5,300,022 SEC
2022   Q3 22,100 0.08 $232.90 $5,147,000 SEC
2022   Q2 22,100 0.08 Reduce 8.68% <0.01 $241.51–294.18 · VW $265.72i $5,676,000 SEC
2022   Q1 24,200 0.10 Reduce 6.15% <0.01 $246.44–315.95 · VW $278.09i $7,461,000 SEC
2021   Q4 25,787 0.11 Reduce 0.58% <0.01 $271.52–344.30 · VW $304.87i $8,673,000 SEC
2021   Q3 25,937 0.10 $281.91 $7,312,000 SEC
2021   Q2 25,937 0.09 Reduce 2.71% <0.01 $243.00–305.84 · VW $283.57i $7,026,000 SEC
2021   Q1 26,660 0.09 $235.78 $6,286,000 SEC
2020   Q4 26,660 0.08 Reduce 97.69% 3.27 $209.11–246.13 · VW $229.21i $5,930,000 SEC
2020   Q3 1,153,275 3.34 Reduce 17.90% 0.68 $196.25–232.86 · VW $214.39i $242,568,000 SEC
2020   Q2 1,404,752 3.81 Reduce 21.90% 0.87 $181.35–231.15 · VW $212.68i $285,881,000 SEC
2020   Q1 1,798,682 3.96 Reduce 26.20% 0.95 $132.52–187.51 · VW $167.76i $283,670,000 SEC
2019   Q4 2,437,281 3.62 Reduce 3.34% 0.11 $146.65–190.70 · VW $166.45i $384,359,000 SEC
2019   Q3 2,521,409 3.27 Reduce 18.31% 0.66 $133.22–152.50 · VW $145.70i $350,551,000 SEC
2019   Q2 3,086,575 3.62 Reduce 4.71% 0.16 $119.01–141.68 · VW $132.85i $413,478,000 SEC
2019   Q1 3,239,169 3.36 Reduce 0.61% 0.02 $108.80–131.37 · VW $121.28i $382,028,000 SEC
2018   Q4 3,258,944 3.16 Reduce 0.23% <0.01 $93.96–113.42 · VW $106.47i $331,011,000 SEC
2018   Q3 3,266,548 2.71 Reduce 29.04% 0.95 $99.35–116.18 · VW $108.81i $373,595,000 SEC
2018   Q2 4,603,300 3.27 Reduce 38.12% 2.04 $97.26–112.78 · VW $107.46i $453,931,000 SEC
2018   Q1 7,438,523 5.35 Reduce 4.21% 0.22 $87.08–99.99 · VW $95.30i $678,914,000 SEC
2017   Q4 7,765,145 5.17 Reduce 0.77% 0.04 $80.70–96.07 · VW $90.18i $664,231,000 SEC
2017   Q3 7,825,249 4.66 Reduce 1.87% 0.08 $72.92–86.20 · VW $81.10i $582,903,000 SEC
2017   Q2 7,974,369 4.35 Add 1.66% 0.07 $68.02–74.96 · VW $72.58i $549,673,000 SEC
2017   Q1 7,844,100 4.35 Reduce 8.16% 0.36 $63.62–70.74 · VW $68.07i $516,612,000 SEC
2016   Q4 8,540,650 4.44 Reduce 0.41% 0.02 $58.80–65.91 · VW $62.90i $530,716,000 SEC
2016   Q3 8,575,770 4.29 Reduce 16.43% 0.76 $55.61–61.41 · VW $59.09i $493,964,000 SEC
2016   Q2 10,261,650 4.61 Add 7.71% 0.33 $48.04–58.70 · VW $54.73i $525,089,000 SEC
2016   Q1 9,527,339 4.97 Reduce 30.95% 2.19 $49.35–56.77 · VW $53.04i $526,195,000 SEC
2015   Q4 13,798,278 7.09 Reduce 18.41% 1.22 $48.19–56.85 · VW $51.97i $765,528,000 SEC
2015   Q3 16,912,690 6.65 Add 2.63% 0.17 $41.66–54.98 · VW $50.33i $748,556,000 SEC
2015   Q2 16,479,000 6.04 Add 0.85% 0.05 $39.72–48.41 · VW $43.88i $727,548,000 SEC
2015   Q1 16,339,600 5.61 Add 15.72% 0.76 $40.12–49.54 · VW $45.51i $664,286,000 SEC
2014   Q4 14,119,800 5.31 Reduce 12.04% 0.77 $40.23–49.06 · VW $44.38i $655,865,000 SEC
2014   Q3 16,053,200 6.36 Reduce 5.11% 0.30 $42.10–50.05 · VW $46.65i $744,226,000 SEC
2014   Q2 16,918,200 5.91 Add 0.26% 0.02 $39.86–45.71 · VW $43.67i $705,489,000 SEC
2014   Q1 16,874,500 6.24 Add 0.08% <0.01 $37.49–41.66 · VW $40.03i $691,685,000 SEC
2013   Q4 16,861,200 6.13 Add 1.32% 0.08 $34.63–38.98 · VW $37.31i $631,114,000 SEC
2013   Q3 16,641,700 5.93 Add 27.29% 1.27 $30.95–38.29 · VW $35.79i $554,335,000 SEC
2013   Q2 13,073,800 4.99 Add 0.87% 0.04 $30.84–36.43 · VW $33.56i $451,438,000 SEC
2013   Q1 12,961,300 4.17 Add 4.32% 0.17 $27.52–35.28 · VW $32.57i $370,823,000 SEC
2012   Q4 12,425,100 4.17 Add 29.36% 0.95 $26.26–28.23 · VW $27.43i $332,122,000 SEC
2012   Q3 9,605,400 3.65 Add 7.66% 0.26 $26.34–31.61 · VW $28.19i $286,049,000 SEC
2012   Q2 8,922,300 3.58 Add 8.47% 0.28 $28.32–31.14 · VW $30.09i $272,933,000 SEC
2012   Q1 8,225,500 3.79 Add 0.23% <0.01 $28.64–32.95 · VW $30.26i $265,272,000 SEC
2011   Q4 8,206,300 3.29 Add 0.57% 0.02 $25.16–32.00 · VW $29.63i $213,035,000 SEC
2011   Q3 8,159,600 3.69 Add 11.20% 0.37 $24.26–27.50 · VW $25.78i $203,092,000 SEC
2011   Q2 7,337,500 3.16 Buy 3.16 $23.65–28.15 · VW $26.13i $190,775,000 SEC
Price snapshot:
Current price$390.99
52-week low$349.20
52-week high$551.05