Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
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 3,544 0.02 Reduce 4.35% <0.01 $356.28–450.33 · VW $418.95i $1,311,882 SEC
2025   Q4 3,705 0.02 Add 5.71% <0.01 $381.71–493.50 · VW $422.65i $1,791,812 SEC
2025   Q3 3,505 0.02 Reduce 17.33% <0.01 $464.89–553.72 · VW $503.54i $1,815,415 SEC
2025   Q2 4,240 0.02 Reduce 8.23% <0.01 $456.89–555.45 · VW $506.34i $2,109,018 SEC
2025   Q1 4,620 0.02 Reduce 6.76% <0.01 $344.79–462.52 · VW $422.56i $1,734,302 SEC
2024   Q4 4,955 0.02 Reduce 1.00% <0.01 $386.57–456.16 · VW $413.24i $2,088,533 SEC
2024   Q3 5,005 0.02 Reduce 3.84% <0.01 $400.80–441.85 · VW $422.04i $2,153,652 SEC
2024   Q2 5,205 0.02 Reduce 2.93% <0.01 $385.58–468.35 · VW $423.69i $2,326,375 SEC
2024   Q1 5,362 0.02 Add 2.76% <0.01 $388.03–433.60 · VW $412.25i $2,255,901 SEC
2023   Q4 5,218 0.02 Add 144.75% 0.01 $362.90–420.82 · VW $399.12i $1,962,177 SEC
2023   Q3 2,132 0.01 Reduce 4.52% <0.01 $309.45–384.30 · VW $357.55i $673,179 SEC
2023   Q2 2,233 0.01 Add 4.88% <0.01 $311.55–366.78 · VW $335.36i $760,426 SEC
2023   Q1 2,129 0.01 Reduce 6.83% <0.01 $245.61–335.94 · VW $303.31i $613,791 SEC
2022   Q4 2,285 0.01 Reduce 1.08% <0.01 $219.35–276.76 · VW $248.51i $547,989 SEC
2022   Q3 2,310 0.01 Reduce 36.35% <0.01 $213.43–267.45 · VW $245.34i $538,000 SEC
2022   Q2 3,629 0.01 Reduce 2.02% <0.01 $241.51–294.18 · VW $265.72i $932,000 SEC
2022   Q1 3,704 0.01 Add 7.39% <0.01 $246.44–315.95 · VW $278.09i $1,142,000 SEC
2021   Q4 3,449 0.01 Reduce 5.66% <0.01 $271.52–344.30 · VW $304.87i $1,160,000 SEC
2021   Q3 3,656 0.01 Add 1.50% <0.01 $280.25–349.67 · VW $320.17i $1,031,000 SEC
2021   Q2 3,602 0.01 Add 0.70% <0.01 $243.00–305.84 · VW $283.57i $976,000 SEC
2021   Q1 3,577 0.01 Reduce 1.38% <0.01 $224.26–263.19 · VW $245.71i $843,000 SEC
2020   Q4 3,627 0.01 Add 5.28% <0.01 $209.11–246.13 · VW $229.21i $807,000 SEC
2020   Q3 3,445 0.01 $210.45 $725,000 SEC
2020   Q2 3,445 0.01 Reduce 4.17% <0.01 $181.35–231.15 · VW $212.68i $701,000 SEC
2020   Q1 3,595 0.01 Reduce 2.71% <0.01 $132.52–187.51 · VW $167.76i $567,000 SEC
2019   Q4 3,695 <0.01 Reduce 2.64% <0.01 $146.65–190.70 · VW $166.45i $583,000 SEC
2019   Q3 3,795 <0.01 $139.13 $528,000 SEC
2019   Q2 3,795 <0.01 $133.86 $508,000 SEC
2019   Q1 3,795 <0.01 $118.05 $448,000 SEC
2018   Q4 3,795 <0.01 $101.45 $385,000 SEC
2018   Q3 3,795 <0.01 Reduce 1.43% $99.35–116.18 · VW $108.81i $434,000 SEC
2018   Q2 3,850 <0.01 Reduce 18.95% <0.01 $97.26–112.78 · VW $107.46i $380,000 SEC
2018   Q1 4,750 <0.01 Add 7.95% <0.01 $87.08–99.99 · VW $95.30i $434,000 SEC
2017   Q4 4,400 <0.01 Reduce 91.09% 0.03 $80.70–96.07 · VW $90.18i $376,000 SEC
2017   Q3 49,400 0.03 $74.49 $3,680,000 SEC
2017   Q2 49,400 0.03 $68.93 $3,405,000 SEC
2017   Q1 49,400 0.03 Reduce 2.27% <0.01 $63.62–70.74 · VW $68.07i $3,253,000 SEC
2016   Q4 50,550 0.03 $62.14 $3,141,000 SEC
2016   Q3 50,550 0.02 Add 0.80% <0.01 $55.61–61.41 · VW $59.09i $2,912,000 SEC
2016   Q2 50,150 0.02 Add 1.42% <0.01 $48.04–58.70 · VW $54.73i $2,566,000 SEC
2016   Q1 49,450 0.02 $55.23 $2,731,000 SEC
2015   Q4 49,450 0.02 $55.47 $2,743,000 SEC
2015   Q3 49,450 0.02 Reduce 9.18% <0.01 $41.66–54.98 · VW $50.33i $2,189,000 SEC
2015   Q2 54,450 0.02 $44.15 $2,404,000 SEC
2015   Q1 54,450 0.02 Reduce 8.56% <0.01 $40.12–49.54 · VW $45.51i $2,214,000 SEC
2014   Q4 59,550 0.03 Reduce 0.50% <0.01 $40.23–49.06 · VW $44.38i $2,766,000 SEC
2014   Q3 59,850 0.03 Reduce 2.28% <0.01 $42.10–50.05 · VW $46.65i $2,775,000 SEC
2014   Q2 61,244 0.02 $41.70 $2,554,000 SEC
2014   Q1 61,244 0.02 Reduce 0.81% <0.01 $37.49–41.66 · VW $40.03i $2,510,000 SEC
2013   Q4 61,744 0.02 Reduce 1.30% <0.01 $34.63–38.98 · VW $37.31i $2,310,000 SEC
2013   Q3 62,558 0.02 Reduce 2.66% <0.01 $30.95–38.29 · VW $35.79i $2,082,000 SEC
2013   Q2 64,267 0.03 Reduce 2.06% <0.01 $30.84–36.43 · VW $33.56i $2,220,000 SEC
2013   Q1 65,617 0.02 Reduce 2.45% <0.01 $27.52–35.28 · VW $32.57i $1,877,000 SEC
2012   Q4 67,267 0.02 Reduce 2.75% <0.01 $26.26–28.23 · VW $27.43i $1,797,000 SEC
2012   Q3 69,167 0.03 Reduce 2.70% <0.01 $26.34–31.61 · VW $28.19i $2,058,000 SEC
2012   Q2 71,085 0.03 Reduce 14.33% <0.01 $28.32–31.14 · VW $30.09i $2,174,000 SEC
2012   Q1 82,973 0.04 Reduce 29.66% 0.02 $28.64–32.95 · VW $30.26i $2,676,000 SEC
2011   Q4 117,953 0.06 Reduce 7.08% <0.01 $25.16–32.00 · VW $29.63i $3,062,000 SEC
2011   Q3 126,947 0.07 Reduce 4.69% <0.01 $24.26–27.50 · VW $25.78i $3,160,000 SEC
2011   Q2 133,197 0.07 Reduce 17.78% 0.01 $23.65–28.15 · VW $26.13i $3,463,000 SEC
2011   Q1 161,997 0.08 Reduce 16.82% 0.04 $24.03–26.87 · VW $25.30i $4,113,000 SEC
2010   Q4 194,747 0.21 Reduce 5.75% 0.01 $25.56–29.46 · VW $27.20i $5,435,000 SEC
2010   Q3 206,622 0.22 Reduce 0.53% <0.01 $23.54–28.87 · VW $25.89i $5,060,000 SEC
2010   Q2 207,722 0.23 Reduce 1.01% <0.01 $22.73–26.93 · VW $24.38i $4,780,000 SEC
2010   Q1 209,847 0.28 Add 85.55% 0.13 $24.56–31.58 · VW $27.31i $6,146,000 SEC
2009   Q4 113,097 0.18 $30.48 $3,447,000 SEC
2009   Q3 113,097 0.16 Reduce 0.85% <0.01 $23.76–30.14 · VW $27.77i $2,909,000 SEC
2009   Q2 114,072 0.16 Buy 0.16 $20.86–25.72 · VW $23.74i $2,711,000 SEC
2009   Q1 0 0.00 Sell 100.00% 0.14 $14.87–21.20 · VW $18.99i SEC
2008   Q4 124,808 0.14 Reduce 0.12% <0.01 $16.10–21.25 · VW $17.83i $2,426,000 SEC
2008   Q3 124,952 0.12 Reduce 4.58% 0.02 $17.50–27.76 · VW $21.83i $3,335,000 SEC
2008   Q2 130,952 0.40 $27.51 $3,602,000 SEC
2008   Q1 130,952 0.08 Reduce 2.96% <0.01 $26.87–32.10 · VW $29.10i $3,716,000 SEC
2007   Q4 134,952 0.10 Reduce 0.03% $27.02–36.72 · VW $30.31i $4,804,000 SEC
2007   Q3 134,986 0.08 Reduce 0.74% <0.01 $28.27–37.50 · VW $33.12i $3,977,000 SEC
2007   Q2 135,986 0.09 Add 0.61% <0.01 $27.51–31.84 · VW $29.36i $4,008,000 SEC
2007   Q1 135,168 0.09 Reduce 0.27% <0.01 $26.60–31.16 · VW $29.48i $3,767,000 SEC
2006   Q4 135,532 0.10 $29.86 $4,047,000 SEC
2006   Q3 135,532 0.10 $27.35 $3,707,000 SEC
2006   Q2 135,532 0.09 Reduce 3.63% <0.01 $21.46–26.25 · VW $24.47i $3,158,000 SEC
2006   Q1 140,632 0.13 Reduce 3.90% <0.01 $22.45–28.22 · VW $24.44i $3,827,000 SEC
2005   Q4 146,332 0.12 Buy 0.12 $26.10–28.38 · VW $27.12i $3,827,000 SEC
2005   Q3 0 0.00 Sell 100.00% 0.13 $24.25–28.25 · VW $26.73i SEC
2005   Q2 131,902 0.13 $24.84 $3,276,446 SEC
2005   Q1 131,902 0.15 Add 2.47% <0.01 $23.82–26.09 · VW $25.24i $3,188,071 SEC
2004   Q4 128,722 0.17 Add 8.15% 0.01 $25.13–27.44 · VW $25.91i $3,439,452 SEC
2004   Q3 119,022 0.19 Add 0.42% <0.01 $26.10–30.20 · VW $27.70i $3,290,958 SEC
2004   Q2 118,522 0.20 $28.56 $3,384,988 SEC
2004   Q1 118,522 0.19 Reduce 1.37% <0.01 $24.01–27.72 · VW $25.99i $2,954,753 SEC
2003   Q4 120,164 0.19 Reduce 1.62% <0.01 $25.50–28.83 · VW $26.95i $3,288,889 SEC
2003   Q3 122,144 0.24 $27.80 $3,395,603 SEC
2003   Q2 122,144 0.24 $25.64 $3,131,772 SEC
2003   Q1 122,144 0.28 Buy 0.28 $22.55–26.80 · VW $24.65i $2,957,106 SEC
2002   Q4 0 0.00 Sell 100.00% 0.27 $23.00–29.48 · VW $25.39i SEC
2002   Q3 115,266 0.27 Reduce 33.10% 0.11 $21.56–29.32 · VW $26.57i $2,520,867 SEC
2002   Q2 172,290 0.33 Reduce 34.13% 0.14 $20.70–28.22 · VW $24.49i $3,449,064 SEC
2002   Q1 261,570 0.40 Buy 0.40 $24.17–32.50 · VW $27.38i $4,278,869 SEC
2001   Q1 0 0.00 Sell 100.00% 0.34 $24.88–36.08 · VW $31.85i SEC
2000   Q4 117,458 0.34 Buy 0.34 $20.16–32.53 · VW $27.40i $2,547,370 SEC
2000   Q1 0 0.00 Sell 100.00% 0.75 $30.19–57.50 · VW $39.66i SEC
1999   Q4 121,444 0.75 Reduce 2.81% 0.02 $44.06–59.97 · VW $49.57i $7,089,293,000 SEC
1999   Q3 124,952 0.57 Reduce 11.88% 0.07 $42.19–48.94 · VW $45.55i $5,657,983,000 SEC
1999   Q2 141,800 0.56 Reduce 0.14% <0.01 $38.06–50.38 · VW $44.91i $6,394,294 SEC
1999   Q1 142,000 0.58 $44.81 $6,363,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$270.60
+/- since buy44.49%
52-week low$349.20
52-week high$551.05