Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 1,171,009 8.55 Reduce 11.74% 1.19 $370.17 $433,472,402 SEC
2025   Q4 1,326,840 10.10 Reduce 12.68% 1.24 $483.62 $641,686,361 SEC
2025   Q3 1,519,446 9.77 Reduce 3.19% 0.29 $517.95 $786,997,056 SEC
2025   Q2 1,569,529 9.15 Reduce 11.70% 0.86 $497.41 $780,699,420 SEC
2025   Q1 1,777,503 7.38 Reduce 13.52% 1.06 $375.39 $667,256,851 SEC
2024   Q4 2,055,344 7.84 Reduce 3.11% 0.24 $421.50 $866,327,496 SEC
2024   Q3 2,121,385 7.63 Reduce 3.93% 0.32 $430.30 $912,831,966 SEC
2024   Q2 2,208,271 8.08 Reduce 5.71% 0.43 $446.95 $986,986,723 SEC
2024   Q1 2,342,114 7.53 Reduce 9.12% 0.67 $420.72 $985,374,202 SEC
2023   Q4 2,577,239 7.34 Reduce 10.88% 0.79 $376.04 $969,144,954 SEC
2023   Q3 2,891,977 7.22 Reduce 1.06% 0.08 $315.75 $913,141,738 SEC
2023   Q2 2,922,834 7.30 Reduce 5.19% 0.36 $340.54 $995,341,890 SEC
2023   Q1 3,082,963 6.90 Reduce 3.34% 0.20 $284.05 $875,715,640 SEC
2022   Q4 3,189,608 5.98 Add 5.07% 0.29 $239.82 $764,931,782 SEC
2022   Q3 3,035,731 6.16 Reduce 0.35% 0.02 $232.90 $707,022,000 SEC
2022   Q2 3,046,456 6.48 Add 3.06% 0.19 $256.83 $782,421,000 SEC
2022   Q1 2,956,142 6.80 Add 0.46% 0.03 $308.31 $911,408,000 SEC
2021   Q4 2,942,667 6.96 Reduce 8.63% 0.62 $336.32 $989,678,000 SEC
2021   Q3 3,220,728 7.19 Reduce 8.99% 0.65 $281.92 $907,988,000 SEC
2021   Q2 3,539,008 7.24 Reduce 0.92% 0.06 $270.90 $958,717,000 SEC
2021   Q1 3,571,884 6.74 Reduce 7.04% 0.50 $235.77 $842,143,000 SEC
2020   Q4 3,842,457 7.08 Add 0.43% 0.03 $222.42 $854,639,000 SEC
2020   Q3 3,825,925 7.13 Reduce 6.39% 0.51 $210.33 $804,707,000 SEC
2020   Q2 4,086,908 7.96 Reduce 3.16% 0.24 $203.51 $831,727,000 SEC
2020   Q1 4,220,466 7.46 Reduce 5.64% 0.40 $157.71 $665,610,000 SEC
2019   Q4 4,472,868 7.00 Reduce 4.20% 0.29 $157.70 $705,371,000 SEC
2019   Q3 4,669,077 6.94 Add 1.81% 0.12 $139.03 $649,142,000 SEC
2019   Q2 4,586,088 7.01 Add 6.24% 0.41 $133.96 $614,352,000 SEC
2019   Q1 4,316,702 6.06 Add 4.71% 0.27 $117.94 $509,112,000 SEC
2018   Q4 4,122,695 5.92 Add 0.25% 0.01 $101.57 $418,742,000 SEC
2018   Q3 4,112,510 5.87 Reduce 0.48% 0.03 $114.37 $470,348,000 SEC
2018   Q2 4,132,205 5.47 Reduce 11.35% 0.63 $98.61 $407,477,000 SEC
2018   Q1 4,661,171 5.55 Reduce 14.66% 0.87 $91.27 $425,425,000 SEC
2017   Q4 5,462,161 5.96 Reduce 0.01% <0.01 $85.54 $467,233,000 SEC
2017   Q3 5,462,666 5.50 Reduce 0.61% 0.03 $74.49 $406,914,000 SEC
2017   Q2 5,496,331 5.19 Reduce 6.84% 0.37 $68.93 $378,862,000 SEC
2017   Q1 5,899,715 5.44 Reduce 0.14% <0.01 $65.86 $388,555,000 SEC
2016   Q4 5,908,102 5.38 Reduce 0.23% 0.01 $62.14 $367,129,000 SEC
2016   Q3 5,921,523 5.10 Reduce 9.51% 0.49 $57.60 $341,080,000 SEC
2016   Q2 6,543,716 5.20 Add 8.53% 0.41 $51.17 $334,842,000 SEC
2016   Q1 6,029,436 5.31 Reduce 4.81% 0.28 $55.23 $333,006,000 SEC
2015   Q4 6,334,016 5.89 Add 0.23% 0.01 $55.48 $351,411,000 SEC
2015   Q3 6,319,586 4.92 Add 0.93% 0.05 $44.26 $279,705,000 SEC
2015   Q2 6,261,486 4.42 Add 0.18% <0.01 $44.15 $276,445,000 SEC
2015   Q1 6,250,088 3.88 Add 0.25% <0.01 $40.65 $254,097,000 SEC
2014   Q4 6,234,794 4.48 Reduce 2.07% 0.10 $46.45 $289,606,000 SEC
2014   Q3 6,366,901 4.69 Reduce 3.39% 0.14 $46.36 $295,170,000 SEC
2014   Q2 6,590,509 4.14 Reduce 4.00% 0.16 $41.70 $274,824,000 SEC
2014   Q1 6,865,320 4.06 Add 1.24% 0.05 $40.99 $281,409,000 SEC
2013   Q4 6,781,092 3.60 Reduce 1.05% 0.04 $37.43 $253,816,000 SEC
2013   Q3 6,853,261 3.53 Add 1.02% 0.04 $33.31 $228,282,000 SEC
2013   Q2 6,783,746 3.84 Reduce 14.89% 0.57 $34.53 $234,243,000 SEC
2013   Q1 7,970,987 3.81 Add 3.49% 0.13 $28.61 $228,049,000 SEC
2012   Q4 7,701,948 3.85 Reduce 12.16% 0.57 $26.73 $205,873,000 SEC
2012   Q3 8,768,264 4.68 Add 0.94% 0.04 $29.78 $261,118,000 SEC
2012   Q2 8,686,974 4.84 Add 1.19% 0.06 $30.59 $265,734,000 SEC
2012   Q1 8,584,471 4.78 Reduce 1.08% 0.05 $32.25 $276,849,000 SEC
2011   Q4 8,678,066 4.23 Add 2.24% 0.09 $25.96 $225,282,000 SEC
2011   Q3 8,488,238 2.16 Reduce 14.82% 0.67 $24.89 $211,272,000 SEC
2011   Q2 9,965,593 4.52 Reduce 0.11% <0.01 $26.00 $259,105,000 SEC
2011   Q1 9,976,585 4.64 Add 14.66% 0.59 $25.36 $253,006,000 SEC
2010   Q4 8,700,870 5.05 Add 10.79% 0.49 $27.92 $242,928,000 SEC
2010   Q3 7,853,600 2.37 Add 20.90% 0.41 $24.49 $192,335,000 SEC
2010   Q2 6,495,820 2.11 Add 14.93% 0.27 $23.01 $149,469,000 SEC
2010   Q1 5,652,080 2.30 Add 6.74% 0.15 $29.27 $165,436,000 SEC
2009   Q4 5,295,212 5.12 Add 0.09% <0.01 $30.49 $161,451,000 SEC
2009   Q3 5,290,576 2.46 Reduce 7.47% 0.21 $25.89 $136,973,000 SEC
2009   Q2 5,717,501 2.86 Reduce 5.13% 0.13 $23.77 $135,905,000 SEC
2009   Q1 6,026,821 2.60 Reduce 1.30% 0.03 $18.37 $110,713,000 SEC
2008   Q4 6,106,014 2.50 Add 12.33% 0.27 $19.44 $118,701,000 SEC
2008   Q3 5,435,839 2.43 Add 30.57% 0.57 $26.69 $145,083,000 SEC
2008   Q2 4,163,025 2.21 Add 1.38% 0.03 $27.51 $114,525,000 SEC
2008   Q1 4,106,334 2.11 Reduce 1.44% 0.03 $28.38 $116,538,000 SEC
2007   Q4 4,166,160 2.42 Add 2.58% 0.06 $35.60 $148,315,000 SEC
2007   Q3 4,061,451 1.95 Add 3.40% 0.06 $29.46 $119,650,000 SEC
2007   Q2 3,928,051 2.02 Add 3.46% 0.07 $29.47 $115,760,000 SEC
2007   Q1 3,796,576 1.94 Add 2.61% 0.05 $27.87 $105,811,000 SEC
2006   Q4 3,699,926 4.10 Add 9.34% 0.35 $29.86 $110,480,000 SEC
2006   Q3 3,383,876 3.80 Buy 3.80 $27.33 $92,481,000 SEC
2006   Q2 0 0.00 Sell 100.00% 0.03 SEC
2006   Q1 28,690 0.03 Reduce 1.71% <0.01 $27.22 $781,000 SEC
2005   Q4 29,190 0.03 Add 5.17% <0.01 $26.14 $763,000 SEC
2005   Q3 27,756 0.02 Reduce 0.36% <0.01 $25.72 $714,000 SEC
2005   Q2 27,856 0.02 Reduce 6.15% <0.01 $24.84 $692,000 SEC
2005   Q1 29,681 0.02 $24.16 $717,000 SEC
2004   Q4 29,681 0.03 Reduce 6.12% <0.01 $26.72 $793,000 SEC
2004   Q3 31,615 0.03 Reduce 14.53% <0.01 $27.65 $874,000 SEC
2004   Q2 36,990 0.04 $28.55 $1,056,000 SEC
2004   Q1 36,990 0.04 Reduce 21.55% 0.02 $24.93 $922,000 SEC
2003   Q4 47,150 0.07 Reduce 3.22% <0.01 $27.55 $1,299,000 SEC
2003   Q3 48,720 0.08 Add 0.41% <0.01 $27.79 $1,354,000 SEC
2003   Q2 48,520 0.08 $25.62 $1,243,000 SEC
2003   Q1 48,520 0.11 Add 69.18% 0.05 $24,210.00 $1,174,669,000 SEC
2002   Q4 28,680 0.14 Add 8.93% 0.01 $51.71 $1,483,000 SEC
2002   Q3 26,330 0.19 Reduce 19.75% 0.07 $43,739.99 $1,151,674,000 SEC
2002   Q2 32,810 0.35 Reduce 20.33% 0.13 $54,700.00 $1,794,707,000 SEC
2002   Q1 41,184 0.66 Add 2.62% 0.02 $60,250.00 $2,481,336,000 SEC
2001   Q4 40,134 1.24 Reduce 5.54% 0.08 $66,250.01 $2,658,878,000 SEC
2001   Q3 42,490 1.50 Reduce 1.35% 0.03 $51,169.99 $2,174,213,000 SEC
2001   Q2 43,070 2.09 Reduce 2.08% 0.04 $73,000.00 $3,144,110,000 SEC
2001   Q1 43,987 1.84 Reduce 10.58% 0.16 $54,620.00 $2,402,570,000 SEC
2000   Q4 49,190 1.47 Add 25.85% 0.30 $43,440.01 $2,136,814,000 SEC
2000   Q3 39,085 1.70 Buy 1.70 $60,309.99 $2,357,216,000 SEC