Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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 169,450 4.38 Add 16.08% 0.61 $356.28–450.33 · VW $418.95i $62,725,307 SEC
2025   Q4 145,975 4.19 Reduce 5.20% 0.23 $381.71–493.50 · VW $422.65i $70,596,430 SEC
2025   Q3 153,975 4.34 Add 18.92% 0.69 $464.89–553.72 · VW $503.54i $79,751,351 SEC
2025   Q2 129,475 3.47 Reduce 3.72% 0.10 $456.89–555.45 · VW $506.34i $64,402,160 SEC
2025   Q1 134,475 2.69 Add 193.29% 1.77 $344.79–462.52 · VW $422.56i $50,480,570 SEC
2024   Q4 45,850 1.00 Add 11.97% 0.11 $386.57–456.16 · VW $413.24i $19,325,775 SEC
2024   Q3 40,950 0.87 $430.30 $17,620,785 SEC
2024   Q2 40,950 0.97 Reduce 6.51% 0.06 $385.58–468.35 · VW $423.69i $18,302,603 SEC
2024   Q1 43,800 0.94 Reduce 23.83% 0.27 $388.03–433.60 · VW $412.25i $18,427,536 SEC
2023   Q4 57,500 1.15 Reduce 0.35% <0.01 $362.90–420.82 · VW $399.12i $21,622,300 SEC
2023   Q3 57,700 1.01 $315.75 $18,218,775 SEC
2023   Q2 57,700 1.05 Reduce 23.58% 0.30 $311.55–366.78 · VW $335.36i $19,649,158 SEC
2023   Q1 75,500 1.26 Add 24.79% 0.25 $245.61–335.94 · VW $303.31i $21,766,650 SEC
2022   Q4 60,500 0.83 Add 195.12% 0.55 $219.35–276.76 · VW $248.51i $14,509,110 SEC
2022   Q3 20,500 0.28 $232.88 $4,774,000 SEC
2022   Q2 20,500 0.28 Add 12.51% 0.03 $241.51–294.18 · VW $265.72i $5,265,000 SEC
2022   Q1 18,221 0.25 Add 1.11% <0.01 $246.44–315.95 · VW $278.09i $5,618,000 SEC
2021   Q4 18,021 0.25 Add 2.98% <0.01 $271.52–344.30 · VW $304.87i $6,061,000 SEC
2021   Q3 17,500 0.21 $281.94 $4,934,000 SEC
2021   Q2 17,500 0.20 $270.91 $4,741,000 SEC
2021   Q1 17,500 0.18 $235.77 $4,126,000 SEC
2020   Q4 17,500 0.17 $222.40 $3,892,000 SEC
2020   Q3 17,500 0.17 $210.34 $3,681,000 SEC
2020   Q2 17,500 0.18 $203.49 $3,561,000 SEC
2020   Q1 17,500 0.15 $157.71 $2,760,000 SEC
2019   Q4 17,500 0.11 $157.71 $2,760,000 SEC
2019   Q3 17,500 0.10 $139.03 $2,433,000 SEC
2019   Q2 17,500 0.10 $133.94 $2,344,000 SEC
2019   Q1 17,500 0.09 Add 16.67% 0.01 $108.80–131.37 · VW $121.28i $2,064,000 SEC
2018   Q4 15,000 0.07 $101.60 $1,524,000 SEC
2018   Q3 15,000 0.07 $114.40 $1,716,000 SEC
2018   Q2 15,000 0.07 Buy 0.07 $97.26–112.78 · VW $107.46i $1,479,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.05 $49.35–56.77 · VW $53.04i SEC
2015   Q4 25,000 0.05 Reduce 16.67% <0.01 $48.19–56.85 · VW $51.97i $1,387,000 SEC
2015   Q3 30,000 0.05 Reduce 25.00% 0.02 $41.66–54.98 · VW $50.33i $1,328,000 SEC
2015   Q2 40,000 0.06 $44.15 $1,766,000 SEC
2015   Q1 40,000 0.05 $40.65 $1,626,000 SEC
2014   Q4 40,000 0.06 Reduce 97.23% 2.19 $40.23–49.06 · VW $44.38i $1,858,000 SEC
2014   Q3 1,443,400 2.25 Reduce 21.25% 0.55 $42.10–50.05 · VW $46.65i $66,916,000 SEC
2014   Q2 1,832,944 2.60 Add 1.34% 0.03 $39.86–45.71 · VW $43.67i $76,434,000 SEC
2014   Q1 1,808,775 2.70 Reduce 1.57% 0.04 $37.49–41.66 · VW $40.03i $74,142,000 SEC
2013   Q4 1,837,625 2.68 Reduce 0.98% 0.03 $34.63–38.98 · VW $37.31i $68,782,000 SEC
2013   Q3 1,855,775 2.66 Add 0.04% <0.01 $30.95–38.29 · VW $35.79i $61,816,000 SEC
2013   Q2 1,854,955 2.99 Reduce 8.88% 0.25 $30.84–36.43 · VW $33.56i $64,052,000 SEC
2013   Q1 2,035,778 2.86 Add 0.44% 0.01 $27.52–35.28 · VW $32.57i $58,244,000 SEC
2012   Q4 2,026,807 2.99 Add 0.76% 0.02 $26.26–28.23 · VW $27.43i $54,177,000 SEC
2012   Q3 2,011,529 1.54 Reduce 3.87% 0.06 $26.34–31.61 · VW $28.19i $59,903,000 SEC
2012   Q2 2,092,529 1.60 Reduce 6.69% 0.25 $28.32–31.14 · VW $30.09i $64,010,000 SEC
2012   Q1 2,242,529 3.81 Reduce 34.60% 1.75 $28.64–32.95 · VW $30.26i $72,322,000 SEC
2011   Q4 3,428,905 5.06 Reduce 15.27% 0.90 $25.16–32.00 · VW $29.63i $89,014,000 SEC
2011   Q3 4,046,751 5.89 Reduce 9.77% 0.60 $24.26–27.50 · VW $25.78i $100,724,000 SEC
2011   Q2 4,485,129 6.17 Reduce 5.94% 0.40 $23.65–28.15 · VW $26.13i $116,613,000 SEC
2011   Q1 4,768,183 6.74 Add 32.11% 1.64 $24.03–26.87 · VW $25.30i $120,921,000 SEC
2010   Q4 3,609,378 6.00 Reduce 0.16% <0.01 $25.56–29.46 · VW $27.20i $100,774,000 SEC
2010   Q3 3,615,260 5.51 Add 0.11% <0.01 $23.54–28.87 · VW $25.89i $88,538,000 SEC
2010   Q2 3,611,211 5.84 Add 45.31% 1.82 $22.73–26.93 · VW $24.38i $83,094,000 SEC
2010   Q1 2,485,193 2.31 Buy 2.31 $24.56–31.58 · VW $27.31i $72,742,000 SEC
2009   Q4 0 0.00 Sell 100.00% 5.20 $27.57–31.50 · VW $29.25i SEC
2009   Q3 2,550,220 5.20 Reduce 0.14% <0.01 $23.76–30.14 · VW $27.77i $66,025,000 SEC
2009   Q2 2,553,912 2.22 Reduce 1.78% 0.08 $20.86–25.72 · VW $23.74i $60,706,000 SEC
2009   Q1 2,600,212 4.25 Add 20.48% 0.72 $14.87–21.20 · VW $18.99i $47,766,000 SEC
2008   Q4 2,158,212 3.25 Add 35.11% 0.85 $16.10–21.25 · VW $17.83i $41,956,000 SEC
2008   Q3 1,597,340 2.29 Add 16.50% 0.32 $17.50–27.76 · VW $21.83i $42,633,000 SEC
2008   Q2 1,371,150 1.69 Add 315.50% 1.29 $24.87–29.57 · VW $27.24i $37,720,000 SEC
2008   Q1 330,000 0.34 Buy 0.34 $26.87–32.10 · VW $29.10i $9,365,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$360.87
+/- since buy8.35%
52-week low$349.20
52-week high$551.05