Cabot Wealth 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
Q3 | $15M | Buy |
29,257
+17,094
| +141% | +$7.91M | 1.5% | 26 |
|
|
2026
Q2 | $4.54M | Sell |
12,163
-717
| -6% | -$290K | 0.46% | 60 |
|
|
2026
Q1 | $4.77M | Sell |
12,880
-349
| -3% | -$146K | 0.55% | 53 |
|
|
2025
Q4 | $6.4M | Sell |
13,229
-435
| -3% | -$218K | 0.71% | 48 |
|
|
2025
Q3 | $7.08M | Sell |
13,664
-56
| -0.4% | -$28.6K | 0.78% | 48 |
|
|
2025
Q2 | $6.82M | Buy |
13,720
+200
| +1% | +$86.9K | 0.81% | 44 |
|
|
2025
Q1 | $5.08M | Buy |
13,520
+35
| +0.3% | +$14.3K | 0.65% | 49 |
|
|
2024
Q4 | $5.68M | Buy |
13,485
+13
| +0.1% | +$5.54K | 0.72% | 46 |
|
|
2024
Q3 | $5.8M | Buy |
13,472
+137
| +1% | +$58.6K | 0.72% | 45 |
|
|
2024
Q2 | $5.96M | Sell |
13,335
-62
| -0.5% | -$26.2K | 0.78% | 45 |
|
|
2024
Q1 | $5.64M | Buy |
13,397
+145
| +1% | +$58.7K | 0.74% | 43 |
|
|
2023
Q4 | $4.98M | Sell |
13,252
-144
| -1% | -$51.3K | 0.69% | 42 |
|
|
2023
Q3 | $4.23M | Buy |
13,396
+114
| +0.9% | +$37.7K | 0.65% | 46 |
|
|
2023
Q2 | $4.52M | Buy |
13,282
+78
| +0.6% | +$24.4K | 0.68% | 45 |
|
|
2023
Q1 | $3.81M | Sell |
13,204
-96
| -0.7% | -$24.5K | 0.6% | 46 |
|
|
2022
Q4 | $3.19M | Sell |
13,300
-1,121
| -8% | -$269K | 0.54% | 50 |
|
|
2022
Q3 | $3.36M | Buy |
14,421
+6,810
| +89% | +$1.8M | 0.57% | 51 |
|
|
2022
Q2 | $1.96M | Sell |
7,611
-64
| -0.8% | -$17.4K | 0.31% | 71 |
|
|
2022
Q1 | $2.37M | Buy |
7,675
+30
| +0.4% | +$9.03K | 0.32% | 72 |
|
|
2021
Q4 | $2.57M | Buy |
7,645
+40
| +0.5% | +$13K | 0.33% | 74 |
|
|
2021
Q3 | $2.14M | Buy |
7,605
+655
| +9% | +$191K | 0.29% | 77 |
|
|
2021
Q2 | $1.88M | Sell |
6,950
-168
| -2% | -$42.7K | 0.25% | 80 |
|
|
2021
Q1 | $1.68M | Buy |
7,118
+3,650
| +105% | +$847K | 0.24% | 78 |
|
|
2020
Q4 | $771K | Buy |
3,468
+737
| +27% | +$158K | 0.12% | 88 |
|
|
2020
Q3 | $574K | Buy |
2,731
+90
| +3% | +$18.9K | 0.1% | 90 |
|
|
2020
Q2 | $537K | Buy |
2,641
+96
| +4% | +$17.4K | 0.11% | 91 |
|
|
2020
Q1 | $401K | Sell |
2,545
-64
| -2% | -$10.5K | 0.1% | 91 |
|
|
2019
Q4 | $412K | Sell |
2,609
-48
| -2% | -$7.05K | 0.08% | 94 |
|
|
2019
Q3 | $369K | Buy |
2,657
+1
| +0% | +$138 | 0.08% | 104 |
|
|
2019
Q2 | $356K | Buy |
2,656
+53
| +2% | +$6.73K | 0.08% | 103 |
|
|
2019
Q1 | $307K | Buy |
+2,603
| New | +$284K | 0.07% | 113 |
|
|
2018
Q4 | – | Sell |
-1,949
| Closed | -$223K | – | 136 |
|
|
2018
Q3 | $223K | Buy |
+1,949
| New | +$211K | 0.05% | 117 |
|
Other funds holding MSFT
Cabot Wealth Management's MSFT Position: Q3 2026 in Review
Cabot Wealth Management increased its Microsoft (MSFT) stake by 141% in Q3 2026, buying an estimated $7.91M and bringing the position to 29,257 shares worth $15M. The position accounts for 1.5% of the portfolio, ranked #26.
Cabot Wealth Management first reported a position in MSFT in Q3 2018 and has held it in 32 quarters since. 5,408 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.
- Cabot Wealth Management held 29,257 shares of Microsoft worth $15M as of Q3 2026.
- Cabot Wealth Management bought 17,094 Microsoft shares in Q3 2026, an estimated $7.91M.
- Microsoft made up 1.5% of Cabot Wealth Management's portfolio in Q3 2026, its #26 holding.
- Cabot Wealth Management first reported a position in Microsoft in Q3 2018 and has held it in 32 quarters since.
- 5,408 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.
Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.