D.A. Davidson & Co’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$328M Buy
885,003
+40,941
+5% +$17.1M 1.99% 6
2025
Q4
$408M Buy
844,062
+9,461
+1% +$4.74M 2.5% 5
2025
Q3
$432M Buy
834,601
+16,086
+2% +$8.21M 2.77% 5
2025
Q2
$407M Buy
818,515
+67,691
+9% +$29.4M 2.87% 5
2025
Q1
$282M Buy
750,824
+11,451
+2% +$4.67M 2.26% 6
2024
Q4
$312M Buy
739,373
+20,117
+3% +$8.57M 2.54% 6
2024
Q3
$309M Buy
719,256
+936
+0.1% +$400K 2.56% 6
2024
Q2
$321M Buy
718,320
+1,466
+0.2% +$619K 2.85% 5
2024
Q1
$302M Sell
716,854
-9,131
-1% -$3.7M 2.72% 5
2023
Q4
$273M Sell
725,985
-1,996
-0.3% -$710K 2.68% 6
2023
Q3
$230M Sell
727,981
-2,426
-0.3% -$802K 2.49% 6
2023
Q2
$249M Buy
730,407
+16,586
+2% +$5.2M 2.63% 6
2023
Q1
$206M Buy
713,821
+5,530
+0.8% +$1.41M 2.31% 6
2022
Q4
$170M Buy
708,291
+11,530
+2% +$2.77M 2% 6
2022
Q3
$162M Buy
696,761
+4,614
+0.7% +$1.22M 2.13% 6
2022
Q2
$178M Buy
692,147
+2,029
+0.3% +$551K 2.23% 6
2022
Q1
$213M Buy
690,118
+4,349
+0.6% +$1.31M 2.32% 6
2021
Q4
$231M Sell
685,769
-2,776
-0.4% -$900K 2.46% 6
2021
Q3
$194M Sell
688,545
-3,052
-0.4% -$888K 2.25% 6
2021
Q2
$187M Sell
691,597
-13,268
-2% -$3.37M 2.2% 6
2021
Q1
$166M Buy
704,865
+100,265
+17% +$23.3M 2.13% 6
2020
Q4
$134M Buy
604,600
+8,488
+1% +$1.83M 2.06% 7
2020
Q3
$125M Sell
596,112
-3,955
-0.7% -$831K 2.18% 7
2020
Q2
$122M Sell
600,067
-147,174
-20% -$26.7M 2.28% 6
2020
Q1
$118M Buy
747,241
+15,632
+2% +$2.57M 2.3% 5
2019
Q4
$115M Buy
731,609
+26,536
+4% +$3.9M 1.86% 7
2019
Q3
$98M Buy
705,073
+8,261
+1% +$1.14M 1.76% 6
2019
Q2
$93.3M Sell
696,812
-165,373
-19% -$21M 1.74% 5
2019
Q1
$100M Buy
862,185
+513
+0.1% +$56K 1.72% 5
2018
Q4
$87.5M Buy
861,672
+11,123
+1% +$1.19M 1.71% 5
2018
Q3
$97.3M Sell
850,549
-3,486
-0.4% -$378K 1.73% 5
2018
Q2
$84.2M Sell
854,035
-7,631
-0.9% -$740K 1.65% 5
2018
Q1
$78.6M Sell
861,666
-31,403
-4% -$2.87M 1.63% 5
2017
Q4
$76.4M Sell
893,069
-35,588
-4% -$2.92M 1.6% 5
2017
Q3
$69.2M Sell
928,657
-5,552
-0.6% -$406K 1.36% 7
2017
Q2
$64.4M Buy
934,209
+26,146
+3% +$1.79M 1.45% 7
2017
Q1
$59.8M Sell
908,063
-297,303
-25% -$19.1M 1.45% 7
2016
Q4
$74.9M Sell
1,205,366
-28,735
-2% -$1.73M 1.7% 4
2016
Q3
$71.1M Buy
1,234,101
+155,197
+14% +$8.76M 1.77% 4
2016
Q2
$55.2M Buy
1,078,904
+177,674
+20% +$9.23M 1.62% 5
2016
Q1
$49.8M Buy
901,230
+3,040
+0.3% +$159K 1.55% 5
2015
Q4
$49.8M Buy
898,190
+43,587
+5% +$2.29M 1.62% 5
2015
Q3
$37.8M Buy
854,603
+36,127
+4% +$1.62M 1.32% 7
2015
Q2
$36.1M Buy
818,476
+79,629
+11% +$3.63M 1.19% 8
2015
Q1
$30M Buy
738,847
+287,756
+64% +$12.5M 0.99% 12
2014
Q4
$20.9M Sell
451,091
-71,581
-14% -$3.36M 0.68% 28
2014
Q3
$24.2M Sell
522,672
-16,278
-3% -$726K 0.82% 21
2014
Q2
$22.5M Sell
538,950
-3,539
-0.7% -$143K 0.76% 22
2014
Q1
$22.2M Sell
542,489
-59,599
-10% -$2.24M 0.79% 19
2013
Q4
$22.5M Buy
602,088
+71,866
+14% +$2.61M 0.84% 16
2013
Q3
$17.6M Sell
530,222
-17,405
-3% -$573K 0.79% 18
2013
Q2
$18.9M Buy
+547,627
New +$17.9M 0.91% 17

Other funds holding MSFT

D.A. Davidson & Co's MSFT Position: Q1 2026 in Review

D.A. Davidson & Co increased its Microsoft (MSFT) stake by 4.9% in Q1 2026, buying an estimated $17.1M and bringing the position to 885,003 shares worth $328M. The position accounts for 1.99% of the portfolio, ranked #6.

D.A. Davidson & Co first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $432M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • D.A. Davidson & Co held 885,003 shares of Microsoft worth $328M as of Q1 2026.
  • D.A. Davidson & Co bought 40,941 Microsoft shares in Q1 2026, an estimated $17.1M.
  • Microsoft made up 1.99% of D.A. Davidson & Co's portfolio in Q1 2026, its #6 holding.
  • D.A. Davidson & Co first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's Microsoft position peaked at $432M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.