Boston Research & 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 | $13.6M | Sell |
36,860
-2,325
| -6% | -$973K | 3.24% | 3 |
|
|
2025
Q4 | $18.9M | Sell |
39,185
-2,362
| -6% | -$1.18M | 4.37% | 2 |
|
|
2025
Q3 | $21.5M | Buy |
41,547
+146
| +0.4% | +$74.5K | 4.75% | 1 |
|
|
2025
Q2 | $20.6M | Sell |
41,401
-560
| -1% | -$243K | 4.92% | 1 |
|
|
2025
Q1 | $15.8M | Buy |
41,961
+89
| +0.2% | +$36.3K | 3.91% | 2 |
|
|
2024
Q4 | $17.6M | Sell |
41,872
-216
| -0.5% | -$92K | 4.33% | 2 |
|
|
2024
Q3 | $18.1M | Sell |
42,088
-564
| -1% | -$241K | 4.25% | 2 |
|
|
2024
Q2 | $19.1M | Sell |
42,652
-844
| -2% | -$356K | 4.82% | 1 |
|
|
2024
Q1 | $18.3M | Sell |
43,496
-1,545
| -3% | -$625K | 4.52% | 1 |
|
|
2023
Q4 | $16.9M | Sell |
45,041
-1,388
| -3% | -$494K | 4.5% | 1 |
|
|
2023
Q3 | $14.7M | Sell |
46,429
-1,501
| -3% | -$496K | 4.33% | 1 |
|
|
2023
Q2 | $16.3M | Sell |
47,930
-1,800
| -4% | -$564K | 4.62% | 1 |
|
|
2023
Q1 | $14.3M | Sell |
49,730
-501
| -1% | -$128K | 4.28% | 1 |
|
|
2022
Q4 | $12M | Sell |
50,231
-70
| -0.1% | -$16.8K | 3.73% | 2 |
|
|
2022
Q3 | $11.7M | Buy |
50,301
+206
| +0.4% | +$54.4K | 3.99% | 1 |
|
|
2022
Q2 | $12.9M | Buy |
50,095
+49
| +0.1% | +$13.3K | 4.17% | 1 |
|
|
2022
Q1 | $15.4M | Sell |
50,046
-3,299
| -6% | -$993K | 4.48% | 1 |
|
|
2021
Q4 | $17.9M | Sell |
53,345
-3,023
| -5% | -$980K | 4.9% | 1 |
|
|
2021
Q3 | $15.9M | Sell |
56,368
-326
| -0.6% | -$94.8K | 4.73% | 1 |
|
|
2021
Q2 | $15.4M | Sell |
56,694
-683
| -1% | -$174K | 4.66% | 1 |
|
|
2021
Q1 | $13.5M | Sell |
57,377
-904
| -2% | -$210K | 4.35% | 1 |
|
|
2020
Q4 | $13M | Sell |
58,281
-1,318
| -2% | -$283K | 4.51% | 1 |
|
|
2020
Q3 | $12.5M | Sell |
59,599
-1,832
| -3% | -$385K | 4.9% | 1 |
|
|
2020
Q2 | $12.5M | Sell |
61,431
-2,452
| -4% | -$445K | 5.19% | 1 |
|
|
2020
Q1 | $10.1M | Sell |
63,883
-2,764
| -4% | -$455K | 5.06% | 1 |
|
|
2019
Q4 | $10.5M | Sell |
66,647
-2,271
| -3% | -$334K | 3.94% | 1 |
|
|
2019
Q3 | $9.58M | Sell |
68,918
-205
| -0.3% | -$28.2K | 3.79% | 1 |
|
|
2019
Q2 | $9.26M | Sell |
69,123
-3,940
| -5% | -$500K | 3.75% | 1 |
|
|
2019
Q1 | $8.62M | Sell |
73,063
-400
| -0.5% | -$43.6K | 3.59% | 1 |
|
|
2018
Q4 | $7.46M | Buy |
73,463
+2,750
| +4% | +$295K | 3.55% | 1 |
|
|
2018
Q3 | $8.09M | Sell |
70,713
-86
| -0.1% | -$9.32K | 3.7% | 1 |
|
|
2018
Q2 | $6.98M | Sell |
70,799
-960
| -1% | -$93K | 3.44% | 1 |
|
|
2018
Q1 | $6.55M | Sell |
71,759
-725
| -1% | -$66.3K | 3.34% | 1 |
|
|
2017
Q4 | $6.2M | Sell |
72,484
-5,429
| -7% | -$445K | 3.11% | 1 |
|
|
2017
Q3 | $5.8M | Sell |
77,913
-1,429
| -2% | -$104K | 2.97% | 1 |
|
|
2017
Q2 | $5.47M | Sell |
79,342
-1,210
| -2% | -$83.1K | 2.96% | 1 |
|
|
2017
Q1 | $5.3M | Sell |
80,552
-2,760
| -3% | -$177K | 2.89% | 1 |
|
|
2016
Q4 | $5.18M | Sell |
83,312
-2,987
| -3% | -$180K | 2.95% | 1 |
|
|
2016
Q3 | $4.97M | Buy |
86,299
+830
| +1% | +$46.9K | 2.87% | 1 |
|
|
2016
Q2 | $4.37M | Buy |
85,469
+70
| +0.1% | +$3.64K | 2.65% | 1 |
|
|
2016
Q1 | $4.72M | Sell |
85,399
-2,882
| -3% | -$151K | 2.94% | 1 |
|
|
2015
Q4 | $4.9M | Sell |
88,281
-300
| -0.3% | -$15.8K | 3.04% | 2 |
|
|
2015
Q3 | $3.92M | Sell |
88,581
-60
| -0.1% | -$2.69K | 2.58% | 1 |
|
|
2015
Q2 | $3.91M | Sell |
88,641
-80
| -0.1% | -$3.65K | 2.48% | 2 |
|
|
2015
Q1 | $3.61M | Buy |
88,721
+7,540
| +9% | +$328K | 2.29% | 4 |
|
|
2014
Q4 | $3.77M | Sell |
81,181
-310
| -0.4% | -$14.6K | 2.36% | 4 |
|
|
2014
Q3 | $3.78M | Sell |
81,491
-3,340
| -4% | -$149K | 2.54% | 1 |
|
|
2014
Q2 | $3.54M | Sell |
84,831
-3,487
| -4% | -$141K | 2.44% | 3 |
|
|
2014
Q1 | $3.62M | Sell |
88,318
-40
| -0% | -$1.5K | 2.66% | 1 |
|
|
2013
Q4 | $3.31M | Buy |
88,358
+154
| +0.2% | +$5.59K | 2.54% | 3 |
|
|
2013
Q3 | $2.94M | Buy |
88,204
+1,840
| +2% | +$60.5K | 2.48% | 3 |
|
|
2013
Q2 | $2.98M | Buy |
+86,364
| New | +$2.83M | 2.65% | 3 |
|
Other funds holding MSFT
VCM
VPM
Boston Research & Management's MSFT Position: Q1 2026 in Review
Boston Research & Management reduced its Microsoft (MSFT) stake by 5.9% in Q1 2026, selling an estimated $973K and leaving 36,860 shares worth $13.6M. The position accounts for 3.24% of the portfolio, ranked #3.
Boston Research & Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.5M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Boston Research & Management held 36,860 shares of Microsoft worth $13.6M as of Q1 2026.
- Boston Research & Management sold 2,325 Microsoft shares in Q1 2026, an estimated $973K.
- Microsoft made up 3.24% of Boston Research & Management's portfolio in Q1 2026, its #3 holding.
- Boston Research & Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Boston Research & Management's Microsoft position peaked at $21.5M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.