Bedel Financial Consulting’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 | $12.6M | Buy |
33,756
+52
| +0.2% | +$21K | 1.18% | 12 |
|
|
2026
Q1 | $12.5M | Buy |
33,704
+73
| +0.2% | +$30.5K | 1.4% | 11 |
|
|
2025
Q4 | $16.3M | Sell |
33,631
-301
| -0.9% | -$151K | 1.75% | 7 |
|
|
2025
Q3 | $17.6M | Buy |
33,932
+480
| +1% | +$245K | 2.24% | 6 |
|
|
2025
Q2 | $16.6M | Buy |
33,452
+31
| +0.1% | +$13.5K | 2.27% | 5 |
|
|
2025
Q1 | $14.5M | Sell |
33,421
-507
| -1% | -$207K | 2.07% | 6 |
|
|
2024
Q4 | $14M | Sell |
33,928
-268
| -0.8% | -$114K | 1.95% | 6 |
|
|
2024
Q3 | $14.7M | Buy |
34,196
+956
| +3% | +$409K | 2.08% | 6 |
|
|
2024
Q2 | $14.9M | Sell |
33,240
-949
| -3% | -$401K | 2.18% | 5 |
|
|
2024
Q1 | $14.4M | Buy |
34,189
+55
| +0.2% | +$22.3K | 2.26% | 4 |
|
|
2023
Q4 | $12.8M | Sell |
34,134
-1,979
| -5% | -$704K | 2.35% | 5 |
|
|
2023
Q3 | $11.4M | Buy |
36,113
+1,050
| +3% | +$347K | 2.31% | 6 |
|
|
2023
Q2 | $11.9M | Sell |
35,063
-83
| -0.2% | -$26K | 2.49% | 7 |
|
|
2023
Q1 | $10.1M | Buy |
35,146
+25
| +0.1% | +$6.38K | 2.47% | 6 |
|
|
2022
Q4 | $8.42M | Buy |
35,121
+222
| +0.6% | +$53.3K | 2.09% | 6 |
|
|
2022
Q3 | $7.95M | Buy |
34,899
+1,484
| +4% | +$392K | 2.11% | 6 |
|
|
2022
Q2 | $8.58M | Buy |
33,415
+581
| +2% | +$158K | 2.51% | 6 |
|
|
2022
Q1 | $10.1M | Sell |
32,834
-198
| -0.6% | -$59.6K | 3.18% | 4 |
|
|
2021
Q4 | $11.1M | Buy |
33,032
+82
| +0.2% | +$26.6K | 3.45% | 4 |
|
|
2021
Q3 | $9.29M | Sell |
32,950
-393
| -1% | -$114K | 3.19% | 4 |
|
|
2021
Q2 | $9.03M | Buy |
33,343
+760
| +2% | +$193K | 3.14% | 4 |
|
|
2021
Q1 | $7.68M | Buy |
32,583
+1,721
| +6% | +$399K | 2.97% | 4 |
|
|
2020
Q4 | $6.86M | Buy |
30,862
+40
| +0.1% | +$8.6K | 3.05% | 6 |
|
|
2020
Q3 | $6.48M | Buy |
30,822
+47
| +0.2% | +$9.87K | 3.24% | 6 |
|
|
2020
Q2 | $6.26M | Sell |
30,775
-1,815
| -6% | -$329K | 3.38% | 5 |
|
|
2020
Q1 | $5.14M | Sell |
32,590
-207
| -0.6% | -$34K | 3.4% | 3 |
|
|
2019
Q4 | $5.17M | Sell |
32,797
-149
| -0.5% | -$21.9K | 2.93% | 4 |
|
|
2019
Q3 | $4.58M | Buy |
32,946
+495
| +2% | +$68.1K | 2.76% | 3 |
|
|
2019
Q2 | $4.35M | Sell |
32,451
-304
| -0.9% | -$38.6K | 2.64% | 3 |
|
|
2019
Q1 | $3.86M | Sell |
32,755
-390
| -1% | -$42.5K | 2.46% | 2 |
|
|
2018
Q4 | $3.37M | Buy |
33,145
+261
| +0.8% | +$28K | 2.42% | 3 |
|
|
2018
Q3 | $3.65M | Sell |
32,884
-171
| -0.5% | -$18.5K | 2.44% | 4 |
|
|
2018
Q2 | $3.26M | Buy |
33,055
+429
| +1% | +$41.6K | 2.4% | 2 |
|
|
2018
Q1 | $2.98M | Sell |
32,626
-88
| -0.3% | -$8.05K | 2.26% | 4 |
|
|
2017
Q4 | $2.8M | Buy |
+32,714
| New | +$2.68M | 2.52% | 5 |
|
Other funds holding MSFT
Bedel Financial Consulting's MSFT Position: Q2 2026 in Review
Bedel Financial Consulting increased its Microsoft (MSFT) stake by 0.15% in Q2 2026, buying an estimated $21K and bringing the position to 33,756 shares worth $12.6M. The position accounts for 1.18% of the portfolio, ranked #12.
Bedel Financial Consulting first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $17.6M in Q3 2025. 3,039 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Bedel Financial Consulting held 33,756 shares of Microsoft worth $12.6M as of Q2 2026.
- Bedel Financial Consulting bought 52 Microsoft shares in Q2 2026, an estimated $21K.
- Microsoft made up 1.18% of Bedel Financial Consulting's portfolio in Q2 2026, its #12 holding.
- Bedel Financial Consulting first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's Microsoft position peaked at $17.6M in Q3 2025.
- 3,039 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.