Cahaba 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
Q2 | $4.18M | Buy |
11,195
+118
| +1% | +$47.7K | 0.25% | 24 |
|
|
2026
Q1 | $4.1M | Sell |
11,077
-25
| -0.2% | -$10.5K | 0.28% | 23 |
|
|
2025
Q4 | $5.37M | Sell |
11,102
-264
| -2% | -$132K | 0.37% | 23 |
|
|
2025
Q3 | $5.89M | Sell |
11,366
-192
| -2% | -$97.9K | 0.43% | 21 |
|
|
2025
Q2 | $5.75M | Sell |
11,558
-754
| -6% | -$327K | 0.45% | 21 |
|
|
2025
Q1 | $4.62M | Buy |
12,312
+180
| +1% | +$73.4K | 0.38% | 24 |
|
|
2024
Q4 | $5.11M | Sell |
12,132
-148
| -1% | -$63K | 0.42% | 23 |
|
|
2024
Q3 | $5.28M | Buy |
12,280
+17
| +0.1% | +$7.27K | 0.44% | 22 |
|
|
2024
Q2 | $5.48M | Sell |
12,263
-617
| -5% | -$261K | 0.48% | 23 |
|
|
2024
Q1 | $5.42M | Sell |
12,880
-128
| -1% | -$51.8K | 0.49% | 22 |
|
|
2023
Q4 | $4.89M | Sell |
13,008
-253
| -2% | -$90K | 0.49% | 25 |
|
|
2023
Q3 | $4.19M | Buy |
13,261
+1,859
| +16% | +$614K | 0.46% | 25 |
|
|
2023
Q2 | $3.88M | Sell |
11,402
-316
| -3% | -$99K | 0.42% | 25 |
|
|
2023
Q1 | $3.38M | Buy |
11,718
+873
| +8% | +$223K | 0.39% | 25 |
|
|
2022
Q4 | $2.6M | Buy |
10,845
+294
| +3% | +$70.6K | 0.32% | 26 |
|
|
2022
Q3 | $2.46M | Buy |
10,551
+653
| +7% | +$172K | 0.34% | 26 |
|
|
2022
Q2 | $2.54M | Sell |
9,898
-678
| -6% | -$184K | 0.36% | 22 |
|
|
2022
Q1 | $2.94M | Buy |
10,576
+1,139
| +12% | +$343K | 0.4% | 22 |
|
|
2021
Q4 | $3.17M | Sell |
9,437
-562
| -6% | -$182K | 0.42% | 22 |
|
|
2021
Q3 | $2.82M | Buy |
9,999
+7,979
| +395% | +$2.32M | 0.41% | 24 |
|
|
2021
Q2 | $575K | Sell |
2,020
-1,969
| -49% | -$500K | 0.09% | 51 |
|
|
2021
Q1 | $940K | Sell |
3,989
-480
| -11% | -$111K | 0.15% | 41 |
|
|
2020
Q4 | $1.01M | Buy |
4,469
+1,034
| +30% | +$222K | 0.17% | 42 |
|
|
2020
Q3 | $722K | Sell |
3,435
-93
| -3% | -$19.5K | 0.14% | 48 |
|
|
2020
Q2 | $719K | Buy |
3,528
+88
| +3% | +$16K | 0.15% | 45 |
|
|
2020
Q1 | $542K | Buy |
3,440
+225
| +7% | +$37K | 0.14% | 46 |
|
|
2019
Q4 | $507K | Sell |
3,215
-146
| -4% | -$21.4K | 0.11% | 50 |
|
|
2019
Q3 | $467K | Buy |
3,361
+35
| +1% | +$4.81K | 0.11% | 52 |
|
|
2019
Q2 | $445K | Buy |
3,326
+127
| +4% | +$16.1K | 0.11% | 52 |
|
|
2019
Q1 | $377K | Buy |
3,199
+475
| +17% | +$51.8K | 0.1% | 54 |
|
|
2018
Q4 | $276K | Sell |
2,724
-1,151
| -30% | -$123K | 0.09% | 63 |
|
|
2018
Q3 | $448K | Buy |
3,875
+593
| +18% | +$64.3K | 0.15% | 49 |
|
|
2018
Q2 | $348K | Sell |
3,282
-83
| -2% | -$8.04K | 0.12% | 52 |
|
|
2018
Q1 | $298K | Sell |
3,365
-81
| -2% | -$7.41K | 0.12% | 50 |
|
|
2017
Q4 | $294K | Buy |
3,446
+26
| +0.8% | +$2.13K | 0.12% | 46 |
|
|
2017
Q3 | $255K | Buy |
+3,420
| New | +$250K | 0.12% | 47 |
|
Other funds holding MSFT
Cahaba Wealth Management's MSFT Position: Q2 2026 in Review
Cahaba Wealth Management increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $47.7K and bringing the position to 11,195 shares worth $4.18M. The position accounts for 0.25% of the portfolio, ranked #24.
Cahaba Wealth Management first reported a position in MSFT in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.89M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Cahaba Wealth Management held 11,195 shares of Microsoft worth $4.18M as of Q2 2026.
- Cahaba Wealth Management bought 118 Microsoft shares in Q2 2026, an estimated $47.7K.
- Microsoft made up 0.25% of Cahaba Wealth Management's portfolio in Q2 2026, its #24 holding.
- Cahaba Wealth Management first reported a position in Microsoft in Q3 2017 and has held it in 36 quarters since.
- Cahaba Wealth Management's Microsoft position peaked at $5.89M in Q3 2025.
- 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.