Terry Smith’s MSFT Holdings & Trades

First Buy
Q1 2013
Duration Held
51 Quarters
Largest Add
Q3 2018
+12.07 M shares
Current Position
2.58 M shares
$1.34 B value

Terry Smith's MSFT Position Overview

Terry Smith (via Fundsmith Llp) currently holds 2.6M shares of Microsoft Corporation (MSFT) worth $1.34 B, representing 6.76% of the portfolio. First purchased in 2013-Q1, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Terry Smith has maintained a long-term strategic position in MSFT, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 3.7M shares. Largest reduction occurred in Q1 2022, reducing 3.0M shares.

Analysis based on 13F filings available since 2013 Q2

Terry Smith's Microsoft Corporation (MSFT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Microsoft Corporation (MSFT) Trades by Terry Smith

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2013 +3.18 M Add 0.00% 3.18 M $28.39
Q2 2013 +342,781 Add 10.77% 3.53 M $34.55
Q3 2013 -3.53 M Sold Out 3.53 M $0.00
Q1 2015 +7.19 M New Buy 7.19 M $40.39
Q2 2015 +8,140 Add 0.11% 7.19 M $44.15
Q3 2015 +338,065 Add 4.70% 7.53 M $44.26
Q1 2016 +328,645 Add 4.36% 7.86 M $55.23
Q2 2016 +977,061 Add 12.43% 8.84 M $51.17
Q3 2016 +1.1 M Add 12.42% 9.93 M $57.60
Q4 2016 +267,350 Add 2.69% 10.2 M $62.89
Q1 2017 -166 Reduce 0.00% 10.2 M $65.86
Q2 2017 +518,608 Add 5.08% 10.72 M $68.93
Q3 2017 +355,610 Add 3.32% 11.08 M $73.85
Q4 2017 +14,825 Add 0.13% 11.09 M $85.54
Q1 2018 +984,147 Add 8.87% 12.08 M $91.27
Q2 2018 -12.08 M Sold Out 12.08 M $0.00
Q3 2018 +12.07 M New Buy 12.07 M $114.37
Q4 2018 -47,074 Reduce 0.39% 12.03 M $114.37
Q1 2019 +113,382 Add 0.94% 12.14 M $117.94
Q2 2019 +30,766 Add 0.25% 12.17 M $133.96
Q3 2019 +18,512 Add 0.15% 12.19 M $139.03
Q4 2019 +883 Add 0.01% 12.19 M $157.70
Q1 2020 -217,608 Reduce 1.79% 11.97 M $157.71
Q2 2020 -18,063 Reduce 0.15% 11.95 M $203.51
Q3 2020 -25,399 Reduce 0.21% 11.93 M $210.33
Q4 2020 +142,879 Add 1.20% 12.07 M $222.42
Q1 2021 -23,045 Reduce 0.19% 12.05 M $235.77
Q2 2021 -14,272 Reduce 0.12% 12.04 M $270.90
Q3 2021 -655 Reduce 0.01% 12.03 M $281.92
Q4 2021 +968,000 Add 8.04% 13 M $336.32
Q1 2022 -2.98 M Reduce 22.95% 10.02 M $308.31
Q2 2022 +2,102 Add 0.02% 10.02 M $256.83
Q3 2022 -735,920 Reduce 7.34% 9.28 M $232.90
Q4 2022 -254,578 Reduce 2.74% 9.03 M $239.82
Q1 2023 +1,065 Add 0.01% 9.03 M $288.30
Q2 2023 -18,510 Reduce 0.20% 9.01 M $340.54
Q3 2023 -363,769 Reduce 4.04% 8.65 M $315.75
Q4 2023 -705,498 Reduce 8.16% 7.94 M $376.04
Q1 2024 -325,421 Reduce 4.10% 7.62 M $420.72
Q2 2024 -477,288 Reduce 6.27% 7.14 M $446.95
Q3 2024 -240,340 Reduce 3.37% 6.9 M $430.30
Q4 2024 -713,242 Reduce 10.34% 6.19 M $421.50
Q1 2025 -816,871 Reduce 13.20% 5.37 M $375.39
Q2 2025 -428,653 Reduce 7.98% 4.94 M $497.41
Q3 2025 -2.36 M Reduce 47.72% 2.58 M $517.95

Terry Smith's Microsoft Corporation Investment FAQs

Terry Smith first purchased Microsoft Corporation (MSFT) in Q1 2013, acquiring 3,182,263 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith has held Microsoft Corporation (MSFT) for 51 quarters since Q1 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith's largest addition to Microsoft Corporation (MSFT) was in Q3 2018, adding 12,074,060 shares worth $1.38 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 2,583,369 shares of Microsoft Corporation (MSFT), valued at approximately $1.34 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Microsoft Corporation (MSFT) represents approximately 6.76% of Terry Smith'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.

Terry Smith's peak holding in Microsoft Corporation (MSFT) was 13,002,366 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.