Appleton Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.4M | Sell |
116,361
-3,033
| -3% | -$1.23M | 2.66% | 7 |
|
|
2026
Q1 | $44.2M | Buy |
119,394
+1,943
| +2% | +$813K | 3.08% | 4 |
|
|
2025
Q4 | $56.8M | Buy |
117,451
+118
| +0.1% | +$59.1K | 3.74% | 2 |
|
|
2025
Q3 | $60.8M | Sell |
117,333
-974
| -0.8% | -$497K | 4.08% | 2 |
|
|
2025
Q2 | $58.8M | Sell |
118,307
-4,009
| -3% | -$1.74M | 4.16% | 2 |
|
|
2025
Q1 | $45.9M | Buy |
122,316
+2,702
| +2% | +$1.1M | 3.55% | 3 |
|
|
2024
Q4 | $50.4M | Buy |
119,614
+238
| +0.2% | +$101K | 3.73% | 2 |
|
|
2024
Q3 | $51.4M | Sell |
119,376
-1,174
| -1% | -$502K | 3.78% | 2 |
|
|
2024
Q2 | $53.9M | Sell |
120,550
-949
| -0.8% | -$401K | 4.15% | 2 |
|
|
2024
Q1 | $51.1M | Sell |
121,499
-4,942
| -4% | -$2M | 3.97% | 2 |
|
|
2023
Q4 | $47.5M | Sell |
126,441
-8,779
| -6% | -$3.12M | 3.83% | 2 |
|
|
2023
Q3 | $42.7M | Buy |
135,220
+526
| +0.4% | +$174K | 3.79% | 3 |
|
|
2023
Q2 | $45.9M | Buy |
134,694
+3,385
| +3% | +$1.06M | 3.87% | 3 |
|
|
2023
Q1 | $37.9M | Buy |
131,309
+2,235
| +2% | +$570K | 3.37% | 4 |
|
|
2022
Q4 | $31M | Buy |
129,074
+2,102
| +2% | +$504K | 2.93% | 4 |
|
|
2022
Q3 | $29.6M | Buy |
126,972
+544
| +0.4% | +$144K | 2.96% | 4 |
|
|
2022
Q2 | $32.5M | Buy |
126,428
+4,009
| +3% | +$1.09M | 3.07% | 4 |
|
|
2022
Q1 | $37.7M | Sell |
122,419
-1,920
| -2% | -$578K | 3.09% | 3 |
|
|
2021
Q4 | $41.8M | Buy |
124,339
+1,697
| +1% | +$550K | 3.15% | 3 |
|
|
2021
Q3 | $34.6M | Buy |
122,642
+2,283
| +2% | +$664K | 2.88% | 3 |
|
|
2021
Q2 | $32.6M | Sell |
120,359
-1,183
| -1% | -$301K | 2.78% | 4 |
|
|
2021
Q1 | $28.7M | Buy |
121,542
+1,790
| +1% | +$415K | 2.66% | 5 |
|
|
2020
Q4 | $26.6M | Buy |
119,752
+5,468
| +5% | +$1.18M | 2.62% | 6 |
|
|
2020
Q3 | $24M | Buy |
114,284
+669
| +0.6% | +$141K | 2.65% | 6 |
|
|
2020
Q2 | $23.1M | Buy |
113,615
+593
| +0.5% | +$108K | 2.77% | 6 |
|
|
2020
Q1 | $17.8M | Buy |
113,022
+608
| +0.5% | +$100K | 2.47% | 6 |
|
|
2019
Q4 | $17.7M | Buy |
112,414
+1,839
| +2% | +$270K | 1.95% | 10 |
|
|
2019
Q3 | $15.4M | Buy |
110,575
+1,036
| +0.9% | +$142K | 1.86% | 10 |
|
|
2019
Q2 | $14.7M | Buy |
109,539
+985
| +0.9% | +$125K | 1.81% | 10 |
|
|
2019
Q1 | $12.8M | Buy |
108,554
+1,592
| +1% | +$174K | 1.7% | 12 |
|
|
2018
Q4 | $10.9M | Buy |
106,962
+3,081
| +3% | +$330K | 1.63% | 12 |
|
|
2018
Q3 | $11.9M | Sell |
103,881
-725
| -0.7% | -$78.6K | 1.58% | 11 |
|
|
2018
Q2 | $10.3M | Buy |
104,606
+3,410
| +3% | +$330K | 1.48% | 12 |
|
|
2018
Q1 | $9.24M | Buy |
101,196
+44
| +0% | +$4.02K | 1.4% | 14 |
|
|
2017
Q4 | $8.65M | Buy |
101,152
+2,926
| +3% | +$240K | 1.34% | 16 |
|
|
2017
Q3 | $7.32M | Sell |
98,226
-6,110
| -6% | -$446K | 1.23% | 16 |
|
|
2017
Q2 | $7.19M | Buy |
104,336
+9,113
| +10% | +$626K | 1.21% | 16 |
|
|
2017
Q1 | $6.27M | Sell |
95,223
-2,058
| -2% | -$132K | 1.15% | 22 |
|
|
2016
Q4 | $6.04M | Sell |
97,281
-1,851
| -2% | -$111K | 1.22% | 26 |
|
|
2016
Q3 | $5.71M | Buy |
99,132
+8,378
| +9% | +$473K | 1.08% | 32 |
|
|
2016
Q2 | $4.64M | Buy |
90,754
+237
| +0.3% | +$12.3K | 0.95% | 39 |
|
|
2016
Q1 | $5M | Buy |
90,517
+2,877
| +3% | +$151K | 0.99% | 37 |
|
|
2015
Q4 | $4.86M | Buy |
87,640
+14,560
| +20% | +$766K | 0.96% | 36 |
|
|
2015
Q3 | $3.23M | Buy |
73,080
+14,266
| +24% | +$641K | 0.74% | 48 |
|
|
2015
Q2 | $2.6M | Buy |
58,814
+3,051
| +5% | +$139K | 0.58% | 55 |
|
|
2015
Q1 | $2.27M | Sell |
55,763
-6,181
| -10% | -$269K | 0.51% | 60 |
|
|
2014
Q4 | $2.88M | Buy |
61,944
+1,860
| +3% | +$87.3K | 0.66% | 50 |
|
|
2014
Q3 | $2.79M | Buy |
60,084
+947
| +2% | +$42.2K | 0.65% | 52 |
|
|
2014
Q2 | $2.47M | Sell |
59,137
-450
| -0.8% | -$18.2K | 0.58% | 55 |
|
|
2014
Q1 | $2.44M | Buy |
59,587
+2,535
| +4% | +$95.2K | 0.58% | 53 |
|
|
2013
Q4 | $2.13M | Buy |
57,052
+610
| +1% | +$22.2K | 0.51% | 53 |
|
|
2013
Q3 | $1.88M | Sell |
56,442
-11,726
| -17% | -$386K | 0.5% | 55 |
|
|
2013
Q2 | $2.35M | Buy |
+68,168
| New | +$2.23M | 0.68% | 45 |
|
Other funds holding MSFT
Appleton Partners's MSFT Position: Q2 2026 in Review
Appleton Partners reduced its Microsoft (MSFT) stake by 2.5% in Q2 2026, selling an estimated $1.23M and leaving 116,361 shares worth $43.4M. The position accounts for 2.66% of the portfolio, ranked #7.
Appleton Partners first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $60.8M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Appleton Partners held 116,361 shares of Microsoft worth $43.4M as of Q2 2026.
- Appleton Partners sold 3,033 Microsoft shares in Q2 2026, an estimated $1.23M.
- Microsoft made up 2.66% of Appleton Partners's portfolio in Q2 2026, its #7 holding.
- Appleton Partners first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- Appleton Partners's Microsoft position peaked at $60.8M in Q3 2025.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.