Terry Smith - Fundsmith
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    34
Portfolio value:    $12,827,766,987
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 2,079,737 6.00 Reduce 0.01% <0.01 $356.28–450.33 · VW $418.95i $769,856,245 SEC
2025   Q4 2,079,971 5.88 Reduce 19.49% 1.32 $381.71–493.50 · VW $422.65i $1,005,915,575 SEC
2025   Q3 2,583,369 6.76 Reduce 47.72% 5.10 $464.89–553.72 · VW $503.54i $1,338,055,974 SEC
2025   Q2 4,941,509 10.68 Reduce 7.98% 0.73 $456.89–555.45 · VW $506.34i $2,457,955,992 SEC
2025   Q1 5,370,162 9.17 Reduce 13.20% 1.47 $344.79–462.52 · VW $422.56i $2,015,905,113 SEC
2024   Q4 6,187,033 11.12 Reduce 10.34% 1.21 $386.57–456.16 · VW $413.24i $2,607,834,410 SEC
2024   Q3 6,900,275 11.75 Reduce 3.37% 0.44 $400.80–441.85 · VW $422.04i $2,969,188,333 SEC
2024   Q2 7,140,615 13.01 Reduce 6.27% 0.79 $385.58–468.35 · VW $423.69i $3,191,497,874 SEC
2024   Q1 7,617,903 12.54 Reduce 4.10% 0.51 $388.03–433.60 · VW $412.25i $3,205,004,150 SEC
2023   Q4 7,943,324 12.50 Reduce 8.16% 1.01 $362.90–420.82 · VW $399.12i $2,987,007,557 SEC
2023   Q3 8,648,822 12.41 Reduce 4.04% 0.52 $309.45–384.30 · VW $357.55i $2,730,865,547 SEC
2023   Q2 9,012,591 12.88 Reduce 0.20% 0.02 $311.55–366.78 · VW $335.36i $3,069,147,739 SEC
2023   Q1 9,031,101 11.24 Add 0.01% <0.01 $245.61–335.94 · VW $303.31i $2,603,666,418 SEC
2022   Q4 9,030,036 9.89 Reduce 2.74% 0.28 $219.35–276.76 · VW $248.51i $2,165,583,234 SEC
2022   Q3 9,284,614 10.26 Reduce 7.34% 0.83 $213.43–267.45 · VW $245.34i $2,162,387,000 SEC
2022   Q2 10,020,534 11.36 Add 0.02% <0.01 $241.51–294.18 · VW $265.72i $2,573,574,000 SEC
2022   Q1 10,018,432 10.61 Reduce 22.95% 2.45 $246.44–315.95 · VW $278.09i $3,088,783,000 SEC
2021   Q4 13,002,366 10.67 Add 8.04% 0.79 $271.52–344.30 · VW $304.87i $4,372,956,000 SEC
2021   Q3 12,034,366 9.38 Reduce 0.01% <0.01 $280.25–349.67 · VW $320.17i $3,392,728,000 SEC
2021   Q2 12,035,021 9.03 Reduce 0.12% 0.01 $243.00–305.84 · VW $283.57i $3,260,287,000 SEC
2021   Q1 12,049,293 9.04 Reduce 0.19% 0.02 $224.26–263.19 · VW $245.71i $2,840,862,000 SEC
2020   Q4 12,072,338 8.90 Add 1.20% 0.11 $209.11–246.13 · VW $229.21i $2,685,129,000 SEC
2020   Q3 11,929,459 9.80 Reduce 0.21% 0.02 $196.25–232.86 · VW $214.39i $2,509,123,000 SEC
2020   Q2 11,954,858 10.62 Reduce 0.15% 0.02 $181.35–231.15 · VW $212.68i $2,432,933,000 SEC
2020   Q1 11,972,921 10.63 Reduce 1.79% 0.16 $132.52–187.51 · VW $167.76i $1,888,249,000 SEC
2019   Q4 12,190,529 9.08 Add 0.01% <0.01 $146.65–190.70 · VW $166.45i $1,922,446,000 SEC
2019   Q3 12,189,646 8.66 Add 0.15% 0.01 $133.22–152.50 · VW $145.70i $1,694,726,000 SEC
2019   Q2 12,171,134 8.50 Add 0.25% 0.02 $119.01–141.68 · VW $132.85i $1,630,445,000 SEC
2019   Q1 12,140,368 8.14 Add 0.94% 0.08 $108.80–131.37 · VW $121.28i $1,431,835,000 SEC
2018   Q4 12,026,986 8.73 Reduce 0.39% 0.04 $93.96–113.42 · VW $106.47i $1,375,526,000 SEC
2018   Q3 12,074,060 9.26 Buy 9.26 $99.35–116.18 · VW $108.81i $1,380,910,000 SEC
2018   Q2 0 0.00 Sell 100.00% 9.09 $97.26–112.78 · VW $107.46i SEC
2018   Q1 12,075,307 9.09 Add 8.87% 0.74 $87.08–99.99 · VW $95.30i $1,102,113,000 SEC
2017   Q4 11,091,160 8.13 Add 0.13% 0.01 $80.70–96.07 · VW $90.18i $948,738,000 SEC
2017   Q3 11,076,335 7.92 Add 3.32% 0.25 $72.92–86.20 · VW $81.10i $817,987,000 SEC
2017   Q2 10,720,725 7.75 Add 5.08% 0.37 $68.02–74.96 · VW $72.58i $738,980,000 SEC
2017   Q1 10,202,117 7.81 Reduce 0.00% <0.01 $63.62–70.74 · VW $68.07i $671,911,000 SEC
2016   Q4 10,202,283 8.45 Add 2.69% 0.22 $58.80–65.91 · VW $62.90i $641,622,000 SEC
2016   Q3 9,934,933 9.47 Add 12.42% 1.05 $55.61–61.41 · VW $59.09i $572,252,000 SEC
2016   Q2 8,837,391 7.43 Add 12.43% 0.82 $48.04–58.70 · VW $54.73i $452,209,000 SEC
2016   Q1 7,860,330 9.35 Add 4.36% 0.39 $49.35–56.77 · VW $53.04i $434,126,000 SEC
2015   Q4 7,531,685 10.50 $55.48 $417,858,000 SEC
2015   Q3 7,531,685 10.17 Add 4.70% 0.46 $41.66–54.98 · VW $50.33i $333,352,000 SEC
2015   Q2 7,193,620 10.00 Add 0.11% 0.01 $39.72–48.41 · VW $43.88i $317,598,000 SEC
2015   Q1 7,185,480 10.83 Buy 10.83 $40.12–49.54 · VW $45.51i $290,236,000 SEC
2013   Q3 0 0.00 Sell 100.00% 8.56 $30.95–38.29 · VW $35.79i SEC
2013   Q2 3,525,044 8.56 Add 10.77% 0.83 $30.84–36.43 · VW $33.56i $121,773,000 SEC
2013   Q1 3,182,263 8.56 Buy 8.56 $27.52–35.28 · VW $32.57i $90,329,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$132.23
+/- since buy195.68%
52-week low$349.20
52-week high$551.05