Artemis Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.4M | Sell |
6,472
-27,386
| -81% | -$11.5M | 0.36% | 23 |
|
|
2025
Q4 | $16.4M | Sell |
33,858
-6,486
| -16% | -$3.25M | 2.36% | 5 |
|
|
2025
Q3 | $20.9M | Sell |
40,344
-2,993
| -7% | -$1.53M | 2.27% | 4 |
|
|
2025
Q2 | $21.6M | Buy |
43,337
+10,732
| +33% | +$4.66M | 2.44% | 5 |
|
|
2025
Q1 | $12.2M | Sell |
32,605
-8,991
| -22% | -$3.67M | 2.57% | 5 |
|
|
2024
Q4 | $17.5M | Buy |
41,596
+9,008
| +28% | +$3.84M | 3.13% | 3 |
|
|
2024
Q3 | $14M | Buy |
32,588
+8
| +0% | +$3.42K | 1.4% | 6 |
|
|
2024
Q2 | $14.6M | Buy |
32,580
+8
| +0% | +$3.38K | 1.37% | 6 |
|
|
2024
Q1 | $13.7M | Buy |
32,572
+7
| +0% | +$2.83K | 1.38% | 5 |
|
|
2023
Q4 | $12.2M | Buy |
32,565
+9
| +0% | +$3.2K | 2.35% | 6 |
|
|
2023
Q3 | $10.3M | Hold |
32,556
| – | – | 1.92% | 8 |
|
|
2023
Q2 | $11.1M | Buy |
32,556
+28,000
| +615% | +$8.78M | 2.02% | 8 |
|
|
2023
Q1 | $1.31M | Hold |
4,556
| – | – | 0.34% | 9 |
|
|
2022
Q4 | $1.09M | Hold |
4,556
| – | – | 0.33% | 12 |
|
|
2022
Q3 | $1.06M | Buy |
4,556
+4,335
| +1,962% | +$1.14M | 0.28% | 10 |
|
|
2022
Q2 | $56.8K | Hold |
221
| – | – | 0.02% | 63 |
|
|
2022
Q1 | $68.1K | Sell |
221
-121
| -35% | -$36.4K | 0.01% | 30 |
|
|
2021
Q4 | $79.2K | Buy |
342
+121
| +55% | +$39.2K | 0.01% | 37 |
|
|
2021
Q3 | $62.3K | Hold |
221
| – | – | 0.01% | 42 |
|
|
2021
Q2 | $59.9K | Hold |
221
| – | – | 0.01% | 40 |
|
|
2021
Q1 | $52.1K | Hold |
221
| – | – | 0.01% | 45 |
|
|
2020
Q4 | $49.2K | Sell |
221
-10,067
| -98% | -$2.16M | 0.01% | 44 |
|
|
2020
Q3 | $2.16M | Buy |
10,288
+10,067
| +4,555% | +$2.11M | 0.53% | 10 |
|
|
2020
Q2 | $45K | Hold |
221
| – | – | 0.02% | 29 |
|
|
2020
Q1 | $34.9K | Hold |
221
| – | – | 0.01% | 30 |
|
|
2019
Q4 | $34.9K | Hold |
221
| – | – | 0.01% | 65 |
|
|
2019
Q3 | $30.7K | Hold |
221
| – | – | 0.01% | 17 |
|
|
2019
Q2 | $29.6K | Hold |
221
| – | – | 0.02% | 19 |
|
|
2019
Q1 | $26.1K | Hold |
221
| – | – | 0.01% | 19 |
|
|
2018
Q4 | $22.4K | Hold |
221
| – | – | 0.01% | 31 |
|
|
2018
Q3 | $25.3K | Hold |
221
| – | – | 0.01% | 20 |
|
|
2018
Q2 | $21.8K | Hold |
221
| – | – | 0.02% | 20 |
|
|
2018
Q1 | $20.2K | Hold |
221
| – | – | 0.02% | 23 |
|
|
2017
Q4 | $18.9K | Hold |
221
| – | – | 0.02% | 22 |
|
|
2017
Q3 | $16.5K | Hold |
221
| – | – | 0.01% | 21 |
|
|
2017
Q2 | $15.2K | Hold |
221
| – | – | 0.01% | 19 |
|
|
2017
Q1 | $14.6K | Hold |
221
| – | – | 0.01% | 22 |
|
|
2016
Q4 | $14K | Buy |
+221
| New | +$13.3K | 0.01% | 15 |
|
Other funds holding MSFT
VCM
VPM
Artemis Wealth Advisors's MSFT Position: Q1 2026 in Review
Artemis Wealth Advisors reduced its Microsoft (MSFT) stake by 81% in Q1 2026, selling an estimated $11.5M and leaving 6,472 shares worth $2.4M. The position accounts for 0.36% of the portfolio, ranked #23.
Artemis Wealth Advisors first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.6M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Artemis Wealth Advisors held 6,472 shares of Microsoft worth $2.4M as of Q1 2026.
- Artemis Wealth Advisors sold 27,386 Microsoft shares in Q1 2026, an estimated $11.5M.
- Microsoft made up 0.36% of Artemis Wealth Advisors's portfolio in Q1 2026, its #23 holding.
- Artemis Wealth Advisors first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
- Artemis Wealth Advisors's Microsoft position peaked at $21.6M in Q2 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Artemis Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.