Barton Investment Management’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 | $9.04M | Sell |
24,416
-45
| -0.2% | -$18.8K | 1.13% | 13 |
|
|
2025
Q4 | $11.8M | Sell |
24,461
-1,314
| -5% | -$658K | 1.27% | 13 |
|
|
2025
Q3 | $13.4M | Hold |
25,775
| – | – | 1.36% | 12 |
|
|
2025
Q2 | $12.8M | Hold |
25,775
| – | – | 1.33% | 12 |
|
|
2025
Q1 | $9.68M | Sell |
25,775
-420
| -2% | -$171K | 1.19% | 13 |
|
|
2024
Q4 | $11M | Hold |
26,195
| – | – | 1.17% | 14 |
|
|
2024
Q3 | $11.3M | Hold |
26,195
| – | – | 1.41% | 13 |
|
|
2024
Q2 | $11.7M | Hold |
26,195
| – | – | 1.56% | 12 |
|
|
2024
Q1 | $11M | Sell |
26,195
-440
| -2% | -$178K | 1.34% | 13 |
|
|
2023
Q4 | $10M | Hold |
26,635
| – | – | 1.31% | 14 |
|
|
2023
Q3 | $8.41M | Hold |
26,635
| – | – | 1.36% | 14 |
|
|
2023
Q2 | $9.07M | Hold |
26,635
| – | – | 1.36% | 14 |
|
|
2023
Q1 | $7.68M | Hold |
26,635
| – | – | 1.35% | 13 |
|
|
2022
Q4 | $6.39M | Hold |
26,635
| – | – | 1.26% | 14 |
|
|
2022
Q3 | $6.2M | Hold |
26,635
| – | – | 1.26% | 15 |
|
|
2022
Q2 | $6.84M | Hold |
26,635
| – | – | 1.38% | 15 |
|
|
2022
Q1 | $8.21M | Sell |
26,635
-45
| -0.2% | -$13.5K | 1.04% | 15 |
|
|
2021
Q4 | $8.97M | Hold |
26,680
| – | – | 0.78% | 15 |
|
|
2021
Q3 | $7.52M | Hold |
26,680
| – | – | 0.63% | 14 |
|
|
2021
Q2 | $7.23M | Hold |
26,680
| – | – | 0.59% | 15 |
|
|
2021
Q1 | $6.29M | Hold |
26,680
| – | – | 0.59% | 15 |
|
|
2020
Q4 | $5.93M | Sell |
26,680
-300
| -1% | -$64.5K | 0.51% | 14 |
|
|
2020
Q3 | $5.67M | Sell |
26,980
-1,062
| -4% | -$223K | 0.55% | 14 |
|
|
2020
Q2 | $5.71M | Buy |
28,042
+56
| +0.2% | +$10.2K | 0.58% | 14 |
|
|
2020
Q1 | $4.41M | Sell |
27,986
-106
| -0.4% | -$17.4K | 0.68% | 14 |
|
|
2019
Q4 | $4.43M | Hold |
28,092
| – | – | 0.69% | 12 |
|
|
2019
Q3 | $3.91M | Sell |
28,092
-35
| -0.1% | -$4.81K | 0.65% | 14 |
|
|
2019
Q2 | $3.77M | Hold |
28,127
| – | – | 0.56% | 15 |
|
|
2019
Q1 | $3.32M | Buy |
28,127
+90
| +0.3% | +$9.82K | 0.55% | 15 |
|
|
2018
Q4 | $2.85M | Buy |
28,037
+91
| +0.3% | +$9.75K | 0.57% | 16 |
|
|
2018
Q3 | $3.2M | Hold |
27,946
| – | – | 0.49% | 16 |
|
|
2018
Q2 | $2.75M | Hold |
27,946
| – | – | 0.45% | 16 |
|
|
2018
Q1 | $2.55M | Hold |
27,946
| – | – | 0.47% | 18 |
|
|
2017
Q4 | $2.39M | Hold |
27,946
| – | – | 0.52% | 19 |
|
|
2017
Q3 | $2.08M | Hold |
27,946
| – | – | 0.49% | 19 |
|
|
2017
Q2 | $1.93M | Hold |
27,946
| – | – | 0.51% | 19 |
|
|
2017
Q1 | $1.84M | Sell |
27,946
-425
| -1% | -$27.2K | 0.54% | 20 |
|
|
2016
Q4 | $1.76M | Hold |
28,371
| – | – | 0.59% | 20 |
|
|
2016
Q3 | $16K | Hold |
28,371
| – | – | 0.01% | 43 |
|
|
2016
Q2 | $1.45M | Hold |
28,371
| – | – | 0.53% | 18 |
|
|
2016
Q1 | $1.57M | Hold |
28,371
| – | – | 0.43% | 24 |
|
|
2015
Q4 | $1.57M | Sell |
28,371
-50
| -0.2% | -$2.63K | 0.52% | 19 |
|
|
2015
Q3 | $1.26M | Buy |
28,421
+510
| +2% | +$22.9K | 0.46% | 19 |
|
|
2015
Q2 | $1.23M | Hold |
27,911
| – | – | 0.44% | 20 |
|
|
2015
Q1 | $1.14M | Hold |
27,911
| – | – | 0.42% | 21 |
|
|
2014
Q4 | $1.3M | Sell |
27,911
-825
| -3% | -$38.7K | 0.5% | 19 |
|
|
2014
Q3 | $1.33M | Hold |
28,736
| – | – | 0.51% | 21 |
|
|
2014
Q2 | $1.2M | Hold |
28,736
| – | – | 0.47% | 24 |
|
|
2014
Q1 | $1.18M | Hold |
28,736
| – | – | 0.48% | 23 |
|
|
2013
Q4 | $1.07M | Buy |
28,736
+2,136
| +8% | +$77.6K | 0.43% | 22 |
|
|
2013
Q3 | $885K | Sell |
26,600
-6,200
| -19% | -$204K | 0.4% | 22 |
|
|
2013
Q2 | $1.13M | Buy |
+32,800
| New | +$1.07M | 0.59% | 19 |
|
Other funds holding MSFT
VCM
VPM
Barton Investment Management's MSFT Position: Q1 2026 in Review
Barton Investment Management reduced its Microsoft (MSFT) stake by 0.18% in Q1 2026, selling an estimated $18.8K and leaving 24,416 shares worth $9.04M. The position accounts for 1.13% of the portfolio, ranked #13.
Barton Investment Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Barton Investment Management held 24,416 shares of Microsoft worth $9.04M as of Q1 2026.
- Barton Investment Management sold 45 Microsoft shares in Q1 2026, an estimated $18.8K.
- Microsoft made up 1.13% of Barton Investment Management's portfolio in Q1 2026, its #13 holding.
- Barton Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Barton Investment Management's Microsoft position peaked at $13.4M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Barton Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.