John Armitage's MSFT Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.75 M shares of Microsoft Corporation (MSFT) worth $845.69 M, representing 9.19% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, John Armitage has maintained a long-term strategic position in MSFT, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 6.12 M shares. Largest reduction occurred in Q2 2016, reducing 8.36 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -62,132 | Reduce 3.43% | 1.75 M | $483.62 |
| Q3 2025 | -33,278 | Reduce 1.80% | 1.81 M | $517.95 |
| Q2 2025 | +515,533 | Add 38.80% | 1.84 M | $497.41 |
| Q1 2025 | -429,476 | Reduce 24.43% | 1.33 M | $375.39 |
| Q4 2024 | +37,958 | Add 2.21% | 1.76 M | $421.50 |
| Q3 2024 | +230,587 | Add 15.48% | 1.72 M | $430.30 |
| Q2 2024 | +102,398 | Add 7.38% | 1.49 M | $446.95 |
| Q1 2024 | -333,900 | Reduce 19.40% | 1.39 M | $420.72 |
| Q4 2023 | +420,057 | Add 32.29% | 1.72 M | $376.04 |
| Q3 2023 | -303,792 | Reduce 18.93% | 1.3 M | $315.75 |
| Q2 2023 | +277,223 | Add 20.88% | 1.6 M | $340.54 |
| Q1 2023 | -1.1 M | Reduce 45.31% | 1.33 M | $288.30 |
| Q4 2022 | -2.4 M | Reduce 49.76% | 2.43 M | $239.82 |
| Q3 2022 | -559,049 | Reduce 10.37% | 4.83 M | $232.90 |
| Q2 2022 | +573,278 | Add 11.90% | 5.39 M | $256.83 |
| Q1 2022 | +427,351 | Add 9.74% | 4.82 M | $308.31 |
| Q4 2021 | +360,976 | Add 8.96% | 4.39 M | $336.32 |
| Q3 2021 | -999,182 | Reduce 19.87% | 4.03 M | $281.92 |
| Q2 2021 | -949,844 | Reduce 15.89% | 5.03 M | $270.90 |
| Q1 2021 | +1.02 M | Add 20.50% | 5.98 M | $235.77 |
| Q4 2020 | +876,370 | Add 21.46% | 4.96 M | $222.42 |
| Q3 2020 | -8,153 | Reduce 0.20% | 4.08 M | $210.33 |
| Q2 2020 | +57,306 | Add 1.42% | 4.09 M | $203.51 |
| Q1 2020 | -1.3 M | Reduce 24.42% | 4.04 M | $157.71 |
| Q4 2019 | -290,810 | Reduce 5.17% | 5.34 M | $157.70 |
| Q3 2019 | -701,884 | Reduce 11.09% | 5.63 M | $139.03 |
| Q2 2019 | -3.5 M | Reduce 35.58% | 6.33 M | $133.96 |
| Q1 2019 | +998,835 | Add 11.31% | 9.83 M | $117.94 |
| Q4 2018 | +1.07 M | Add 13.85% | 8.83 M | $101.57 |
| Q3 2018 | +311,116 | Add 4.18% | 7.76 M | $114.37 |
| Q2 2018 | +365,082 | Add 5.16% | 7.44 M | $98.61 |
| Q1 2018 | +1.38 M | Add 24.14% | 7.08 M | $91.27 |
| Q4 2017 | +571,877 | Add 11.15% | 5.7 M | $85.54 |
| Q3 2017 | +1.16 M | Add 29.30% | 5.13 M | $74.49 |
| Q2 2017 | -29,726 | Reduce 0.74% | 3.97 M | $68.93 |
| Q1 2017 | +383,507 | Add 10.61% | 4 M | $65.86 |
| Q4 2016 | -72,293 | Reduce 1.96% | 3.61 M | $62.14 |
| Q3 2016 | -765,834 | Reduce 17.20% | 3.69 M | $57.60 |
| Q2 2016 | -8.36 M | Reduce 65.25% | 4.45 M | $51.17 |
| Q1 2016 | +1.11 M | Add 9.47% | 12.81 M | $55.23 |
| Q4 2015 | +6.12 M | Add 109.46% | 11.71 M | $55.48 |
| Q3 2015 | +5.59 M | New Buy | 5.59 M | $44.26 |
John Armitage's Microsoft Corporation Investment FAQs
John Armitage first purchased Microsoft Corporation (MSFT) in Q3 2015, acquiring 5,588,698 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Microsoft Corporation (MSFT) for 42 quarters since Q3 2015.
John Armitage's largest addition to Microsoft Corporation (MSFT) was in Q4 2015, adding 11,706,090 shares worth $649.45 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,748,656 shares of Microsoft Corporation (MSFT), valued at approximately $845.69 M.
As of the Q4 2025 filing, Microsoft Corporation (MSFT) represents approximately 9.19% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Microsoft Corporation (MSFT) was 12,814,461 shares, as reported at the end of Q1 2016.