Cascade Investment Advisors’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 | $3.85M | Buy |
10,319
+137
| +1% | +$55.4K | 2.1% | 9 |
|
|
2026
Q1 | $3.77M | Buy |
10,182
+324
| +3% | +$136K | 2.23% | 3 |
|
|
2025
Q4 | $4.77M | Sell |
9,858
-232
| -2% | -$116K | 2.8% | 2 |
|
|
2025
Q3 | $5.23M | Sell |
10,090
-267
| -3% | -$136K | 3.17% | 1 |
|
|
2025
Q2 | $5.15M | Sell |
10,357
-58
| -0.6% | -$25.2K | 3.31% | 1 |
|
|
2025
Q1 | $3.91M | Sell |
10,415
-116
| -1% | -$47.3K | 2.64% | 2 |
|
|
2024
Q4 | $4.44M | Sell |
10,531
-100
| -0.9% | -$42.6K | 2.85% | 2 |
|
|
2024
Q3 | $4.57M | Buy |
10,631
+10
| +0.1% | +$4.28K | 2.91% | 1 |
|
|
2024
Q2 | $4.75M | Buy |
10,621
+45
| +0.4% | +$19K | 3.2% | 1 |
|
|
2024
Q1 | $4.45M | Sell |
10,576
-535
| -5% | -$217K | 2.9% | 1 |
|
|
2023
Q4 | $4.18M | Sell |
11,111
-218
| -2% | -$77.6K | 2.97% | 2 |
|
|
2023
Q3 | $3.58M | Sell |
11,329
-27
| -0.2% | -$8.92K | 2.83% | 2 |
|
|
2023
Q2 | $3.87M | Sell |
11,356
-286
| -2% | -$89.6K | 2.89% | 2 |
|
|
2023
Q1 | $3.36M | Buy |
11,642
+345
| +3% | +$88K | 2.66% | 2 |
|
|
2022
Q4 | $2.71M | Buy |
11,297
+160
| +1% | +$38.4K | 2.26% | 3 |
|
|
2022
Q3 | $2.58M | Buy |
11,137
+119
| +1% | +$31.4K | 2.22% | 2 |
|
|
2022
Q2 | $2.83M | Sell |
11,018
-601
| -5% | -$163K | 2.22% | 2 |
|
|
2022
Q1 | $3.58M | Buy |
11,619
+71
| +0.6% | +$21.4K | 2.18% | 2 |
|
|
2021
Q4 | $3.88M | Sell |
11,548
-170
| -1% | -$55.1K | 2.28% | 2 |
|
|
2021
Q3 | $3.3M | Sell |
11,718
-1,565
| -12% | -$455K | 2.15% | 2 |
|
|
2021
Q2 | $3.6M | Sell |
13,283
-726
| -5% | -$185K | 2.27% | 2 |
|
|
2021
Q1 | $3.3M | Sell |
14,009
-3,381
| -19% | -$784K | 2.15% | 2 |
|
|
2020
Q4 | $3.87M | Sell |
17,390
-510
| -3% | -$110K | 2.84% | 2 |
|
|
2020
Q3 | $3.76M | Sell |
17,900
-536
| -3% | -$113K | 3.19% | 2 |
|
|
2020
Q2 | $3.75M | Sell |
18,436
-1,297
| -7% | -$235K | 3.54% | 1 |
|
|
2020
Q1 | $3.11M | Sell |
19,733
-1,026
| -5% | -$169K | 3.43% | 2 |
|
|
2019
Q4 | $3.27M | Sell |
20,759
-1,449
| -7% | -$213K | 2.5% | 5 |
|
|
2019
Q3 | $3.09M | Sell |
22,208
-264
| -1% | -$36.3K | 2.38% | 5 |
|
|
2019
Q2 | $3.01M | Sell |
22,472
-280
| -1% | -$35.5K | 2.56% | 3 |
|
|
2019
Q1 | $2.68M | Sell |
22,752
-570
| -2% | -$62.2K | 2.41% | 4 |
|
|
2018
Q4 | $2.37M | Buy |
23,322
+275
| +1% | +$29.5K | 2.4% | 4 |
|
|
2018
Q3 | $2.64M | Sell |
23,047
-615
| -3% | -$66.7K | 2.23% | 4 |
|
|
2018
Q2 | $2.33M | Sell |
23,662
-5,800
| -20% | -$562K | 2.08% | 4 |
|
|
2018
Q1 | $2.69M | Sell |
29,462
-25
| -0.1% | -$2.29K | 2.12% | 5 |
|
|
2017
Q4 | $2.52M | Sell |
29,487
-5,055
| -15% | -$415K | 2% | 4 |
|
|
2017
Q3 | $2.57M | Sell |
34,542
-400
| -1% | -$29.2K | 2.15% | 4 |
|
|
2017
Q2 | $2.41M | Sell |
34,942
-4,600
| -12% | -$316K | 2.05% | 4 |
|
|
2017
Q1 | $2.6M | Sell |
39,542
-2,931
| -7% | -$188K | 2.28% | 4 |
|
|
2016
Q4 | $2.64M | Buy |
+42,473
| New | +$2.55M | 2.25% | 5 |
|
|
2016
Q2 | $2.28M | Buy |
+44,473
| New | +$2.31M | 2.19% | 4 |
|
Other funds holding MSFT
Cascade Investment Advisors's MSFT Position: Q2 2026 in Review
Cascade Investment Advisors increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $55.4K and bringing the position to 10,319 shares worth $3.85M. The position accounts for 2.1% of the portfolio, ranked #9.
Cascade Investment Advisors first reported a position in MSFT in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.23M in Q3 2025. 2,974 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Cascade Investment Advisors held 10,319 shares of Microsoft worth $3.85M as of Q2 2026.
- Cascade Investment Advisors bought 137 Microsoft shares in Q2 2026, an estimated $55.4K.
- Microsoft made up 2.1% of Cascade Investment Advisors's portfolio in Q2 2026, its #9 holding.
- Cascade Investment Advisors first reported a position in Microsoft in Q2 2016 and has held it in 40 quarters since.
- Cascade Investment Advisors's Microsoft position peaked at $5.23M in Q3 2025.
- 2,974 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.