Congress Asset 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 | $304M | Buy |
815,323
+177,216
| +28% | +$71.7M | 1.87% | 4 |
|
|
2026
Q1 | $236M | Sell |
638,107
-4,999
| -0.8% | -$2.09M | 1.69% | 4 |
|
|
2025
Q4 | $311M | Sell |
643,106
-14,993
| -2% | -$7.51M | 2.19% | 4 |
|
|
2025
Q3 | $341M | Sell |
658,099
-4,003
| -0.6% | -$2.04M | 2.27% | 3 |
|
|
2025
Q2 | $329M | Buy |
662,102
+2,651
| +0.4% | +$1.15M | 2.26% | 2 |
|
|
2025
Q1 | $248M | Sell |
659,451
-2,319
| -0.4% | -$945K | 1.85% | 3 |
|
|
2024
Q4 | $279M | Buy |
661,770
+63,088
| +11% | +$26.9M | 1.89% | 3 |
|
|
2024
Q3 | $258M | Buy |
598,682
+1,429
| +0.2% | +$611K | 1.76% | 3 |
|
|
2024
Q2 | $267M | Buy |
597,253
+4,512
| +0.8% | +$1.91M | 1.91% | 3 |
|
|
2024
Q1 | $249M | Sell |
592,741
-8,559
| -1% | -$3.46M | 1.78% | 2 |
|
|
2023
Q4 | $226M | Sell |
601,300
-4,461
| -0.7% | -$1.59M | 1.78% | 3 |
|
|
2023
Q3 | $191M | Buy |
605,761
+3,939
| +0.7% | +$1.3M | 1.69% | 3 |
|
|
2023
Q2 | $205M | Buy |
601,822
+4,564
| +0.8% | +$1.43M | 1.78% | 3 |
|
|
2023
Q1 | $172M | Buy |
597,258
+3,846
| +0.6% | +$981K | 1.6% | 5 |
|
|
2022
Q4 | $142M | Sell |
593,412
-2,143
| -0.4% | -$514K | 1.43% | 6 |
|
|
2022
Q3 | $139M | Buy |
595,555
+45,261
| +8% | +$12M | 1.49% | 6 |
|
|
2022
Q2 | $141M | Sell |
550,294
-40,650
| -7% | -$11M | 1.35% | 10 |
|
|
2022
Q1 | $182M | Buy |
590,944
+2,988
| +0.5% | +$899K | 1.55% | 8 |
|
|
2021
Q4 | $198M | Sell |
587,956
-98,270
| -14% | -$31.9M | 1.51% | 8 |
|
|
2021
Q3 | $193M | Buy |
686,226
+39,918
| +6% | +$11.6M | 1.51% | 8 |
|
|
2021
Q2 | $175M | Sell |
646,308
-9,095
| -1% | -$2.31M | 1.46% | 8 |
|
|
2021
Q1 | $155M | Sell |
655,403
-4,652
| -0.7% | -$1.08M | 1.4% | 12 |
|
|
2020
Q4 | $147M | Sell |
660,055
-8,587
| -1% | -$1.85M | 1.38% | 14 |
|
|
2020
Q3 | $141M | Sell |
668,642
-23,832
| -3% | -$5.01M | 1.52% | 9 |
|
|
2020
Q2 | $141M | Sell |
692,474
-4,350
| -0.6% | -$790K | 1.67% | 7 |
|
|
2020
Q1 | $110M | Buy |
696,824
+7,358
| +1% | +$1.21M | 1.67% | 6 |
|
|
2019
Q4 | $109M | Sell |
689,466
-17,517
| -2% | -$2.57M | 1.32% | 14 |
|
|
2019
Q3 | $98.3M | Sell |
706,983
-23,571
| -3% | -$3.24M | 1.27% | 17 |
|
|
2019
Q2 | $97.9M | Sell |
730,554
-4,815
| -0.7% | -$611K | 1.24% | 24 |
|
|
2019
Q1 | $86.7M | Sell |
735,369
-9,715
| -1% | -$1.06M | 1.13% | 35 |
|
|
2018
Q4 | $75.7M | Sell |
745,084
-5,833
| -0.8% | -$625K | 1.14% | 32 |
|
|
2018
Q3 | $85.9M | Sell |
750,917
-14,021
| -2% | -$1.52M | 1.11% | 40 |
|
|
2018
Q2 | $75.4M | Sell |
764,938
-3,172
| -0.4% | -$307K | 1.04% | 41 |
|
|
2018
Q1 | $70.1M | Sell |
768,110
-1,080
| -0.1% | -$98.8K | 0.99% | 47 |
|
|
2017
Q4 | $65.8M | Buy |
769,190
+466,245
| +154% | +$38.2M | 0.96% | 49 |
|
|
2017
Q3 | $22.6M | Buy |
302,945
+147,855
| +95% | +$10.8M | 0.35% | 78 |
|
|
2017
Q2 | $10.7M | Sell |
155,090
-37
| -0% | -$2.54K | 0.19% | 84 |
|
|
2017
Q1 | $10.2M | Buy |
155,127
+1,226
| +0.8% | +$78.6K | 0.2% | 86 |
|
|
2016
Q4 | $9.56M | Buy |
153,901
+5,395
| +4% | +$324K | 0.2% | 89 |
|
|
2016
Q3 | $8.55M | Buy |
148,506
+3,649
| +3% | +$206K | 0.19% | 92 |
|
|
2016
Q2 | $7.41M | Sell |
144,857
-1,110,017
| -88% | -$57.7M | 0.17% | 102 |
|
|
2016
Q1 | $69.3M | Sell |
1,254,874
-27,579
| -2% | -$1.45M | 1.68% | 6 |
|
|
2015
Q4 | $71.2M | Sell |
1,282,453
-16,211
| -1% | -$853K | 1.77% | 5 |
|
|
2015
Q3 | $57.5M | Buy |
1,298,664
+291,029
| +29% | +$13.1M | 1.48% | 15 |
|
|
2015
Q2 | $44.5M | Buy |
1,007,635
+884,023
| +715% | +$40.3M | 1.28% | 23 |
|
|
2015
Q1 | $5.03M | Buy |
123,612
+87,897
| +246% | +$3.83M | 0.12% | 128 |
|
|
2014
Q4 | $1.66M | Sell |
35,715
-213
| -0.6% | -$10K | 0.04% | 178 |
|
|
2014
Q3 | $1.67M | Sell |
35,928
-1,816
| -5% | -$81K | 0.04% | 180 |
|
|
2014
Q2 | $1.57M | Sell |
37,744
-308
| -0.8% | -$12.5K | 0.04% | 185 |
|
|
2014
Q1 | $1.56M | Sell |
38,052
-35,068
| -48% | -$1.32M | 0.04% | 185 |
|
|
2013
Q4 | $2.73M | Buy |
73,120
+3,373
| +5% | +$123K | 0.07% | 152 |
|
|
2013
Q3 | $2.32M | Sell |
69,747
-711
| -1% | -$23.4K | 0.07% | 153 |
|
|
2013
Q2 | $2.43M | Buy |
+70,458
| New | +$2.31M | 0.07% | 150 |
|
Other funds holding MSFT
ATO
UBP
LMFP
Congress Asset Management's MSFT Position: Q2 2026 in Review
Congress Asset Management increased its Microsoft (MSFT) stake by 28% in Q2 2026, buying an estimated $71.7M and bringing the position to 815,323 shares worth $304M. The position accounts for 1.87% of the portfolio, ranked #4.
Congress Asset Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $341M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Congress Asset Management held 815,323 shares of Microsoft worth $304M as of Q2 2026.
- Congress Asset Management bought 177,216 Microsoft shares in Q2 2026, an estimated $71.7M.
- Microsoft made up 1.87% of Congress Asset Management's portfolio in Q2 2026, its #4 holding.
- Congress Asset Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- Congress Asset Management's Microsoft position peaked at $341M in Q3 2025.
- 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.