Churchill Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$52.2M Buy
104,880
+2,818
+3% +$1.22M 0.57% 22
2025
Q1
$38.3M Sell
102,062
-6,202
-6% -$2.53M 0.49% 21
2024
Q4
$45.6M Buy
108,264
+850
+0.8% +$362K 0.5% 22
2024
Q3
$46.2M Buy
107,414
+3,144
+3% +$1.34M 0.53% 24
2024
Q2
$46.6M Buy
104,270
+2,225
+2% +$940K 0.55% 23
2024
Q1
$42.9M Buy
102,045
+11,875
+13% +$4.81M 0.54% 20
2023
Q4
$33.9M Buy
90,170
+279
+0.3% +$99.3K 0.52% 19
2023
Q3
$28.4M Sell
89,891
-3,733
-4% -$1.23M 0.48% 22
2023
Q2
$31.9M Sell
93,624
-5,477
-6% -$1.72M 0.54% 20
2023
Q1
$28.6M Sell
99,101
-5,255
-5% -$1.34M 0.59% 21
2022
Q4
$25M Sell
104,356
-6,303
-6% -$1.51M 0.61% 19
2022
Q3
$25.8M Sell
110,659
-635
-0.6% -$168K 0.69% 16
2022
Q2
$28.6M Sell
111,294
-2,931
-3% -$795K 0.72% 18
2022
Q1
$35.2M Sell
114,225
-3,160
-3% -$951K 0.62% 20
2021
Q4
$39.5M Sell
117,385
-1,049
-0.9% -$340K 0.55% 27
2021
Q3
$33.4M Sell
118,434
-2,457
-2% -$715K 0.5% 28
2021
Q2
$32.7M Buy
120,891
+3,786
+3% +$962K 0.48% 28
2021
Q1
$27.6M Buy
117,105
+8,965
+8% +$2.08M 0.45% 30
2020
Q4
$24.1M Buy
108,140
+4,781
+5% +$1.03M 0.41% 32
2020
Q3
$21.7M Sell
103,359
-101
-0.1% -$21.2K 0.53% 23
2020
Q2
$21.1M Buy
103,460
+8,209
+9% +$1.49M 0.65% 18
2020
Q1
$15M Sell
95,251
-7,710
-7% -$1.27M 0.76% 20
2019
Q4
$16.2M Buy
102,961
+21,530
+26% +$3.16M 0.31% 41
2019
Q3
$11.3M Buy
81,431
+536
+0.7% +$73.7K 0.29% 54
2019
Q2
$10.8M Buy
80,895
+2,680
+3% +$340K 0.29% 51
2019
Q1
$9.22M Buy
78,215
+2,127
+3% +$232K 0.25% 52
2018
Q4
$7.73M Buy
76,088
+30,927
+68% +$3.31M 0.34% 46
2018
Q3
$5.17M Buy
45,161
+4,007
+10% +$434K 0.11% 77
2018
Q2
$4.06M Buy
41,154
+3,574
+10% +$346K 0.11% 81
2018
Q1
$3.43M Buy
37,580
+6,289
+20% +$575K 0.1% 83
2017
Q4
$2.68M Buy
31,291
+4,886
+19% +$401K 0.06% 96
2017
Q3
$1.97M Buy
26,405
+5,553
+27% +$406K 0.05% 99
2017
Q2
$1.44M Buy
20,852
+6,030
+41% +$414K 0.04% 104
2017
Q1
$976K Buy
14,822
+1,855
+14% +$119K 0.03% 109
2016
Q4
$806K Buy
12,967
+2,165
+20% +$130K 0.03% 105
2016
Q3
$622K Buy
10,802
+2,864
+36% +$162K 0.03% 99
2016
Q2
$406K Sell
7,938
-2,690
-25% -$140K 0.03% 95
2016
Q1
$587K Sell
10,628
-864,156
-99% -$45.3M 0.04% 91
2015
Q4
$48.5M Buy
874,784
+869,936
+17,944% +$45.8M 2.28% 12
2015
Q3
$215K Buy
+4,848
New +$218K 0.02% 118
2015
Q1
Sell
-210,791
Closed -$9.79M 188
2014
Q4
$9.79M Buy
210,791
+37,970
+22% +$1.78M 0.39% 26
2014
Q3
$8.01M Buy
172,821
+21,804
+14% +$973K 0.33% 34
2014
Q2
$6.3M Buy
151,017
+17,405
+13% +$704K 0.28% 42
2014
Q1
$5.48M Buy
133,612
+15,557
+13% +$584K 0.22% 44
2013
Q4
$4.42M Buy
+118,055
New +$4.29M 0.17% 48

Other funds holding MSFT

Churchill Management's MSFT Position: Q2 2025 in Review

Churchill Management increased its Microsoft (MSFT) stake by 2.8% in Q2 2025, buying an estimated $1.22M and bringing the position to 104,880 shares worth $52.2M. The position accounts for 0.57% of the portfolio, ranked #22.

Churchill Management first reported a position in MSFT in Q4 2013 and has held it in 45 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Churchill Management held 104,880 shares of Microsoft worth $52.2M as of Q2 2025.
  • Churchill Management bought 2,818 Microsoft shares in Q2 2025, an estimated $1.22M.
  • Microsoft made up 0.57% of Churchill Management's portfolio in Q2 2025, its #22 holding.
  • Churchill Management first reported a position in Microsoft in Q4 2013 and has held it in 45 quarters since.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.