Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 78,489 0.13 Add 29.09% 0.03 $370.18 $29,055,340 SEC
2025   Q4 60,801 0.13 Add 16.24% 0.02 $483.64 $29,405,634 SEC
2025   Q3 52,306 0.14 Reduce 78.91% 0.52 $517.95 $27,091,893 SEC
2025   Q2 247,956 0.66 Reduce 3.34% 0.02 $497.41 $123,335,794 SEC
2025   Q1 256,523 0.56 Add 0.60% <0.01 $375.39 $96,296,169 SEC
2024   Q4 254,991 0.62 Reduce 1.22% <0.01 $421.50 $107,478,707 SEC
2024   Q3 258,140 0.62 Add 0.01% $430.30 $111,077,642 SEC
2024   Q2 258,122 0.67 Reduce 0.20% <0.01 $446.95 $115,367,628 SEC
2024   Q1 258,645 0.61 Reduce 22.44% 0.16 $420.72 $108,817,125 SEC
2023   Q4 333,476 0.71 Reduce 0.88% <0.01 $376.04 $125,401,797 SEC
2023   Q3 336,436 0.67 Reduce 2.59% 0.02 $315.75 $106,230,497 SEC
2023   Q2 345,390 0.72 Reduce 1.79% 0.01 $340.54 $117,619,519 SEC
2023   Q1 351,685 0.67 Reduce 2.79% 0.02 $288.30 $101,390,752 SEC
2022   Q4 361,772 0.59 Reduce 2.64% 0.02 $239.82 $86,760,161 SEC
2022   Q3 371,589 0.62 Reduce 1.47% <0.01 $232.90 $86,543,000 SEC
2022   Q2 377,148 0.62 Reduce 12.79% 0.09 $256.83 $96,863,000 SEC
2022   Q1 432,438 0.67 Reduce 2.60% 0.02 $308.31 $133,325,000 SEC
2021   Q4 444,003 0.69 Reduce 1.25% <0.01 $336.32 $149,327,000 SEC
2021   Q3 449,640 0.59 Reduce 1.56% <0.01 $281.92 $126,763,000 SEC
2021   Q2 456,782 0.53 Reduce 0.46% <0.01 $270.90 $123,742,000 SEC
2021   Q1 458,913 0.51 Reduce 1.09% <0.01 $235.77 $108,198,000 SEC
2020   Q4 463,965 0.54 Reduce 3.74% 0.02 $222.42 $103,195,000 SEC
2020   Q3 481,975 0.61 Reduce 14.21% 0.10 $210.33 $101,374,000 SEC
2020   Q2 561,829 0.70 Reduce 2.42% 0.02 $203.51 $114,338,000 SEC
2020   Q1 575,739 0.65 Reduce 53.49% 0.53 $157.71 $90,800,000 SEC
2019   Q4 1,237,840 0.99 Reduce 29.04% 0.38 $157.70 $195,207,000 SEC
2019   Q3 1,744,532 1.30 Reduce 3.10% 0.04 $139.03 $242,542,000 SEC
2019   Q2 1,800,433 1.26 Reduce 2.52% 0.03 $133.96 $241,186,000 SEC
2019   Q1 1,847,059 1.13 Reduce 36.07% 0.61 $117.94 $217,842,000 SEC
2018   Q4 2,889,277 1.70 Reduce 2.51% 0.04 $101.48 $293,191,000 SEC
2018   Q3 2,963,695 1.50 Reduce 8.96% 0.13 $114.37 $338,958,000 SEC
2018   Q2 3,255,346 1.40 Reduce 2.18% 0.03 $98.61 $321,010,000 SEC
2018   Q1 3,327,972 1.35 Reduce 3.62% 0.05 $91.27 $303,744,000 SEC
2017   Q4 3,452,947 1.27 Reduce 1.02% 0.01 $85.54 $295,365,000 SEC
2017   Q3 3,488,561 1.12 Reduce 5.60% 0.06 $74.45 $259,717,000 SEC
2017   Q2 3,695,488 1.12 Reduce 6.39% 0.07 $68.93 $254,730,000 SEC
2017   Q1 3,947,741 1.13 Reduce 3.73% 0.04 $65.86 $259,998,000 SEC
2016   Q4 4,100,805 1.13 Reduce 7.73% 0.09 $62.14 $254,824,000 SEC
2016   Q3 4,444,519 1.13 Reduce 4.86% 0.05 $57.60 $256,004,000 SEC
2016   Q2 4,671,550 1.09 Reduce 2.36% 0.03 $51.17 $239,043,000 SEC
2016   Q1 4,784,499 1.21 Reduce 10.36% 0.13 $55.23 $264,248,000 SEC
2015   Q4 5,337,272 1.29 Reduce 13.95% 0.17 $55.48 $296,112,000 SEC
2015   Q3 6,202,237 1.19 Reduce 16.44% 0.20 $44.26 $274,511,000 SEC
2015   Q2 7,422,584 1.20 Reduce 2.27% 0.03 $44.15 $327,707,000 SEC
2015   Q1 7,595,242 1.10 Reduce 2.59% 0.03 $40.66 $308,785,000 SEC
2014   Q4 7,797,416 1.23 Reduce 16.81% 0.24 $46.45 $362,190,000 SEC
2014   Q3 9,372,850 1.41 Reduce 2.89% 0.04 $46.36 $434,531,000 SEC
2014   Q2 9,651,997 1.25 Reduce 6.44% 0.08 $41.70 $402,527,000 SEC
2014   Q1 10,316,723 1.21 Reduce 9.33% 0.10 $40.99 $422,882,000 SEC
2013   Q4 11,378,912 1.06 Reduce 1.39% 0.01 $37.41 $425,685,000 SEC
2013   Q3 11,538,873 1.02 Reduce 1.48% 0.02 $33.28 $384,014,000 SEC
2013   Q2 11,712,043 1.05 Buy 1.05 $34.54 $404,592,000 SEC
2010   Q4 0 0.00 Sell 100.00% 2.88 SEC
2010   Q3 30,926,178 2.88 Reduce 6.40% 0.10 $24.49 $757,382,000 SEC
2010   Q2 33,040,839 1.50 Buy 1.50 $23.01 $760,270,000 SEC