Boston Family Office’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
$50.7M Sell
136,974
-996
-0.7% -$417K 3.37% 4
2025
Q4
$66.7M Sell
137,970
-1,598
-1% -$801K 4.23% 2
2025
Q3
$72.3M Sell
139,568
-512
-0.4% -$261K 4.6% 2
2025
Q2
$69.7M Buy
140,080
+1,689
+1% +$733K 4.63% 1
2025
Q1
$52M Buy
138,391
+3,083
+2% +$1.26M 3.68% 2
2024
Q4
$57M Buy
135,308
+526
+0.4% +$224K 3.92% 2
2024
Q3
$58M Sell
134,782
-647
-0.5% -$277K 3.93% 2
2024
Q2
$60.5M Buy
135,429
+614
+0.5% +$259K 4.36% 2
2024
Q1
$56.7M Sell
134,815
-4,246
-3% -$1.72M 4.08% 1
2023
Q4
$52.3M Sell
139,061
-6,704
-5% -$2.39M 3.93% 2
2023
Q3
$46M Sell
145,765
-1,813
-1% -$599K 3.77% 2
2023
Q2
$50.3M Sell
147,578
-4,080
-3% -$1.28M 3.85% 2
2023
Q1
$43.7M Sell
151,658
-4,082
-3% -$1.04M 3.5% 2
2022
Q4
$37.4M Buy
155,740
+92
+0.1% +$22.1K 3.1% 2
2022
Q3
$36.3M Sell
155,648
-923
-0.6% -$244K 3.22% 2
2022
Q2
$40.2M Buy
156,571
+3,603
+2% +$978K 3.36% 2
2022
Q1
$47.2M Buy
152,968
+4,565
+3% +$1.37M 3.36% 2
2021
Q4
$49.9M Sell
148,403
-2,896
-2% -$939K 3.25% 2
2021
Q3
$42.7M Buy
151,299
+2,531
+2% +$736K 3.09% 2
2021
Q2
$40.3M Sell
148,768
-182
-0.1% -$46.3K 2.88% 3
2021
Q1
$35.1M Sell
148,950
-1,656
-1% -$384K 2.64% 4
2020
Q4
$33.5M Buy
150,606
+255
+0.2% +$54.8K 2.58% 4
2020
Q3
$31.6M Sell
150,351
-1,425
-0.9% -$299K 2.87% 5
2020
Q2
$30.9M Sell
151,776
-234
-0.2% -$42.5K 3% 4
2020
Q1
$24M Buy
152,010
+1,767
+1% +$291K 2.83% 4
2019
Q4
$23.7M Buy
150,243
+4,607
+3% +$677K 2.25% 7
2019
Q3
$20.2M Buy
145,636
+1,747
+1% +$240K 2.1% 8
2019
Q2
$19.3M Buy
143,889
+566
+0.4% +$71.9K 2% 8
2019
Q1
$16.9M Buy
143,323
+19,581
+16% +$2.14M 1.83% 10
2018
Q4
$12.6M Buy
123,742
+2,129
+2% +$228K 1.56% 14
2018
Q3
$13.9M Buy
121,613
+7,730
+7% +$838K 1.47% 17
2018
Q2
$11.2M Buy
113,883
+3,502
+3% +$339K 1.27% 20
2018
Q1
$10.1M Sell
110,381
-2,793
-2% -$255K 1.15% 25
2017
Q4
$9.68M Buy
113,174
+1,825
+2% +$150K 1.06% 27
2017
Q3
$8.29M Sell
111,349
-1,443
-1% -$105K 0.94% 35
2017
Q2
$7.78M Sell
112,792
-244
-0.2% -$16.8K 0.92% 33
2017
Q1
$7.45M Sell
113,036
-275
-0.2% -$17.6K 0.92% 34
2016
Q4
$7.04M Sell
113,311
-345
-0.3% -$20.8K 0.91% 33
2016
Q3
$6.55M Sell
113,656
-3,130
-3% -$177K 0.85% 34
2016
Q2
$5.98M Sell
116,786
-450
-0.4% -$23.4K 0.77% 38
2016
Q1
$6.47M Buy
117,236
+13,497
+13% +$708K 0.85% 32
2015
Q4
$5.75M Sell
103,739
-550
-0.5% -$28.9K 0.79% 35
2015
Q3
$4.62M Buy
104,289
+392
+0.4% +$17.6K 0.64% 49
2015
Q2
$4.59M Sell
103,897
-2,630
-2% -$120K 0.58% 55
2015
Q1
$4.33M Buy
106,527
+205
+0.2% +$8.93K 0.54% 64
2014
Q4
$4.94M Sell
106,322
-1,215
-1% -$57K 0.62% 51
2014
Q3
$4.99M Sell
107,537
-315
-0.3% -$14.1K 0.64% 51
2014
Q2
$4.5M Buy
107,852
+3,997
+4% +$162K 0.57% 55
2014
Q1
$4.26M Sell
103,855
-855
-0.8% -$32.1K 0.57% 56
2013
Q4
$3.92M Sell
104,710
-525
-0.5% -$19.1K 0.52% 65
2013
Q3
$3.5M Sell
105,235
-3,800
-3% -$125K 0.5% 66
2013
Q2
$3.77M Buy
+109,035
New +$3.57M 0.57% 55

Other funds holding MSFT

Boston Family Office's MSFT Position: Q1 2026 in Review

Boston Family Office reduced its Microsoft (MSFT) stake by 0.72% in Q1 2026, selling an estimated $417K and leaving 136,974 shares worth $50.7M. The position accounts for 3.37% of the portfolio, ranked #4.

Boston Family Office first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.3M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Boston Family Office held 136,974 shares of Microsoft worth $50.7M as of Q1 2026.
  • Boston Family Office sold 996 Microsoft shares in Q1 2026, an estimated $417K.
  • Microsoft made up 3.37% of Boston Family Office's portfolio in Q1 2026, its #4 holding.
  • Boston Family Office first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Boston Family Office's Microsoft position peaked at $72.3M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.