John Armitage's MSFT Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.8M shares of Microsoft Corporation (MSFT) worth $937.9 M, representing 9.89% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 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 6.1M shares. Largest reduction occurred in Q2 2016, reducing 8.4M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +5.59 M | New Buy | 5.59 M | $44.26 |
| Q4 2015 | +6.12 M | Add 109.46% | 11.71 M | $55.48 |
| Q1 2016 | +1.11 M | Add 9.47% | 12.81 M | $55.23 |
| Q2 2016 | -8.36 M | Reduce 65.25% | 4.45 M | $51.17 |
| Q3 2016 | -765,834 | Reduce 17.20% | 3.69 M | $57.60 |
| Q4 2016 | -72,293 | Reduce 1.96% | 3.61 M | $62.14 |
| Q1 2017 | +383,507 | Add 10.61% | 4 M | $65.86 |
| Q2 2017 | -29,726 | Reduce 0.74% | 3.97 M | $68.93 |
| Q3 2017 | +1.16 M | Add 29.30% | 5.13 M | $74.49 |
| Q4 2017 | +571,877 | Add 11.15% | 5.7 M | $85.54 |
| Q1 2018 | +1.38 M | Add 24.14% | 7.08 M | $91.27 |
| Q2 2018 | +365,082 | Add 5.16% | 7.44 M | $98.61 |
| Q3 2018 | +311,116 | Add 4.18% | 7.76 M | $114.37 |
| Q4 2018 | +1.07 M | Add 13.85% | 8.83 M | $101.57 |
| Q1 2019 | +998,835 | Add 11.31% | 9.83 M | $117.94 |
| Q2 2019 | -3.5 M | Reduce 35.58% | 6.33 M | $133.96 |
| Q3 2019 | -701,884 | Reduce 11.09% | 5.63 M | $139.03 |
| Q4 2019 | -290,810 | Reduce 5.17% | 5.34 M | $157.70 |
| Q1 2020 | -1.3 M | Reduce 24.42% | 4.04 M | $157.71 |
| Q2 2020 | +57,306 | Add 1.42% | 4.09 M | $203.51 |
| Q3 2020 | -8,153 | Reduce 0.20% | 4.08 M | $210.33 |
| Q4 2020 | +876,370 | Add 21.46% | 4.96 M | $222.42 |
| Q1 2021 | +1.02 M | Add 20.50% | 5.98 M | $235.77 |
| Q2 2021 | -949,844 | Reduce 15.89% | 5.03 M | $270.90 |
| Q3 2021 | -999,182 | Reduce 19.87% | 4.03 M | $281.92 |
| Q4 2021 | +360,976 | Add 8.96% | 4.39 M | $336.32 |
| Q1 2022 | +427,351 | Add 9.74% | 4.82 M | $308.31 |
| Q2 2022 | +573,278 | Add 11.90% | 5.39 M | $256.83 |
| Q3 2022 | -559,049 | Reduce 10.37% | 4.83 M | $232.90 |
| Q4 2022 | -2.4 M | Reduce 49.76% | 2.43 M | $239.82 |
| Q1 2023 | -1.1 M | Reduce 45.31% | 1.33 M | $288.30 |
| Q2 2023 | +277,223 | Add 20.88% | 1.6 M | $340.54 |
| Q3 2023 | -303,792 | Reduce 18.93% | 1.3 M | $315.75 |
| Q4 2023 | +420,057 | Add 32.29% | 1.72 M | $376.04 |
| Q1 2024 | -333,900 | Reduce 19.40% | 1.39 M | $420.72 |
| Q2 2024 | +102,398 | Add 7.38% | 1.49 M | $446.95 |
| Q3 2024 | +230,587 | Add 15.48% | 1.72 M | $430.30 |
| Q4 2024 | +37,958 | Add 2.21% | 1.76 M | $421.50 |
| Q1 2025 | -429,476 | Reduce 24.43% | 1.33 M | $375.39 |
| Q2 2025 | +515,533 | Add 38.80% | 1.84 M | $497.41 |
| Q3 2025 | -33,278 | Reduce 1.80% | 1.81 M | $517.95 |
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 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Microsoft Corporation (MSFT) was in Q4 2015, adding 11,706,090 shares worth $649.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,810,788 shares of Microsoft Corporation (MSFT), valued at approximately $937.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Microsoft Corporation (MSFT) represents approximately 9.89% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in Microsoft Corporation (MSFT) was 12,814,461 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.