Bowie Capital 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
Q2 | $142M | Buy |
379,509
+361
| +0.1% | +$146K | 6.02% | 2 |
|
|
2026
Q1 | $140M | Buy |
379,148
+30,008
| +9% | +$12.6M | 5.18% | 5 |
|
|
2025
Q4 | $169M | Buy |
349,140
+92,951
| +36% | +$46.6M | 6.76% | 1 |
|
|
2025
Q3 | $133M | Buy |
256,189
+4,682
| +2% | +$2.39M | 5.77% | 2 |
|
|
2025
Q2 | $125M | Sell |
251,507
-137,290
| -35% | -$59.6M | 5.84% | 4 |
|
|
2025
Q1 | $146M | Buy |
388,797
+58,011
| +18% | +$23.7M | 6.85% | 2 |
|
|
2024
Q4 | $139M | Buy |
330,786
+25,071
| +8% | +$10.7M | 7.39% | 2 |
|
|
2024
Q3 | $132M | Buy |
305,715
+49,775
| +19% | +$21.3M | 6.85% | 1 |
|
|
2024
Q2 | $114M | Buy |
255,940
+53,758
| +27% | +$22.7M | 6.99% | 1 |
|
|
2024
Q1 | $85.1M | Buy |
202,182
+41,343
| +26% | +$16.7M | 6.37% | 1 |
|
|
2023
Q4 | $60.5M | Sell |
160,839
-20,577
| -11% | -$7.32M | 6.83% | 1 |
|
|
2023
Q3 | $57.3M | Buy |
181,416
+9,671
| +6% | +$3.2M | 4.88% | 4 |
|
|
2023
Q2 | $58.5M | Sell |
171,745
-17,292
| -9% | -$5.42M | 6.85% | 1 |
|
|
2023
Q1 | $54.5M | Sell |
189,037
-15,364
| -8% | -$3.92M | 6.32% | 2 |
|
|
2022
Q4 | $49M | Buy |
204,401
+4,064
| +2% | +$975K | 6.27% | 1 |
|
|
2022
Q3 | $46.7M | Buy |
200,337
+11,075
| +6% | +$2.92M | 4.91% | 3 |
|
|
2022
Q2 | $48.6M | Sell |
189,262
-9,000
| -5% | -$2.44M | 6.8% | 1 |
|
|
2022
Q1 | $61.1M | Sell |
198,262
-11,084
| -5% | -$3.33M | 7.74% | 1 |
|
|
2021
Q4 | $70.4M | Sell |
209,346
-1,514
| -0.7% | -$491K | 8.14% | 1 |
|
|
2021
Q3 | $59.4M | Buy |
210,860
+6,360
| +3% | +$1.85M | 6.38% | 2 |
|
|
2021
Q2 | $55.4M | Buy |
204,500
+6,000
| +3% | +$1.53M | 6.9% | 2 |
|
|
2021
Q1 | $46.8M | Buy |
198,500
+1,700
| +0.9% | +$394K | 6.32% | 1 |
|
|
2020
Q4 | $43.8M | Buy |
196,800
+33,400
| +20% | +$7.18M | 6.57% | 1 |
|
|
2020
Q3 | $34.4M | Buy |
163,400
+42,400
| +35% | +$8.91M | 5.48% | 3 |
|
|
2020
Q2 | $24.6M | Buy |
121,000
+2,000
| +2% | +$363K | 4.1% | 9 |
|
|
2020
Q1 | $18.8M | Buy |
119,000
+39,190
| +49% | +$6.44M | 4.79% | 9 |
|
|
2019
Q4 | $12.6M | Buy |
79,810
+4,400
| +6% | +$646K | 3.42% | 16 |
|
|
2019
Q3 | $10.5M | Buy |
75,410
+22,380
| +42% | +$3.08M | 1.92% | 22 |
|
|
2019
Q2 | $7.1M | Buy |
53,030
+19,030
| +56% | +$2.42M | 1.44% | 25 |
|
|
2019
Q1 | $4.01M | Buy |
+34,000
| New | +$3.71M | 1.19% | 26 |
|
Other funds holding MSFT
Bowie Capital Management's MSFT Position: Q2 2026 in Review
Bowie Capital Management increased its Microsoft (MSFT) stake by 0.1% in Q2 2026, buying an estimated $146K and bringing the position to 379,509 shares worth $142M. The position accounts for 6.02% of the portfolio, ranked #2.
Bowie Capital Management first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $169M in Q4 2025. 6,256 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Bowie Capital Management held 379,509 shares of Microsoft worth $142M as of Q2 2026.
- Bowie Capital Management bought 361 Microsoft shares in Q2 2026, an estimated $146K.
- Microsoft made up 6.02% of Bowie Capital Management's portfolio in Q2 2026, its #2 holding.
- Bowie Capital Management first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
- Bowie Capital Management's Microsoft position peaked at $169M in Q4 2025.
- 6,256 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.