Darwin 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 | $5.89M | Buy |
15,781
+2,483
| +19% | +$1M | 1.61% | 14 |
|
|
2026
Q1 | $4.92M | Buy |
13,298
+2,734
| +26% | +$1.14M | 1.53% | 16 |
|
|
2025
Q4 | $5.11M | Buy |
10,564
+558
| +6% | +$280K | 1.59% | 17 |
|
|
2025
Q3 | $5.18M | Buy |
10,006
+1,693
| +20% | +$864K | 1.65% | 16 |
|
|
2025
Q2 | $4.14M | Sell |
8,313
-1,047
| -11% | -$455K | 1.43% | 17 |
|
|
2025
Q1 | $3.95M | Hold |
9,360
| – | – | 1.33% | 22 |
|
|
2024
Q4 | $3.95M | Sell |
9,360
-2,499
| -21% | -$1.06M | 1.33% | 22 |
|
|
2024
Q3 | $5.1M | Buy |
+11,859
| New | +$5.07M | 1.4% | 21 |
|
|
2024
Q2 | – | Sell |
-14,931
| Closed | -$6.28M | – | 122 |
|
|
2024
Q1 | $6.28M | Sell |
14,931
-2,044
| -12% | -$827K | 1.75% | 18 |
|
|
2023
Q4 | $6.38M | Sell |
16,975
-2,749
| -14% | -$978K | 1.71% | 17 |
|
|
2023
Q3 | $6.23M | Buy |
19,724
+387
| +2% | +$128K | 1.68% | 17 |
|
|
2023
Q2 | $6.43M | Buy |
19,337
+1,599
| +9% | +$501K | 1.65% | 17 |
|
|
2023
Q1 | $5.12M | Sell |
17,738
-973
| -5% | -$248K | 1.39% | 22 |
|
|
2022
Q4 | $4.48M | Sell |
18,711
-2,637
| -12% | -$633K | 1.16% | 22 |
|
|
2022
Q3 | $5.07M | Sell |
21,348
-1,794
| -8% | -$474K | 1.27% | 22 |
|
|
2022
Q2 | $6.36M | Sell |
23,142
-779
| -3% | -$211K | 1.29% | 20 |
|
|
2022
Q1 | $7.38M | Sell |
23,921
-2,193
| -8% | -$660K | 1.21% | 24 |
|
|
2021
Q4 | $7.88M | Sell |
26,114
-2,545
| -9% | -$825K | 1.24% | 23 |
|
|
2021
Q3 | $8.08M | Sell |
28,659
-2,068
| -7% | -$602K | 1.29% | 20 |
|
|
2021
Q2 | $8.32M | Sell |
30,727
-2,186
| -7% | -$556K | 1.35% | 17 |
|
|
2021
Q1 | $7.76M | Buy |
32,913
+23,029
| +233% | +$5.34M | 1.35% | 20 |
|
|
2020
Q4 | $2.2M | Buy |
9,884
+312
| +3% | +$67.1K | 0.41% | 66 |
|
|
2020
Q3 | $2.01M | Sell |
9,572
-111
| -1% | -$23.3K | 0.43% | 62 |
|
|
2020
Q2 | $1.97M | Sell |
9,683
-19,793
| -67% | -$3.59M | 0.5% | 59 |
|
|
2020
Q1 | $4.65M | Buy |
29,476
+1,047
| +4% | +$172K | 1.48% | 25 |
|
|
2019
Q4 | $4.48M | Sell |
28,429
-2,954
| -9% | -$434K | 1.19% | 27 |
|
|
2019
Q3 | $4.36M | Buy |
31,383
+1,262
| +4% | +$174K | 1.29% | 26 |
|
|
2019
Q2 | $4.04M | Sell |
30,121
-958
| -3% | -$122K | 1.25% | 28 |
|
|
2019
Q1 | $3.67M | Buy |
31,079
+21,613
| +228% | +$2.36M | 1.21% | 25 |
|
|
2018
Q4 | $961K | Sell |
9,466
-576
| -6% | -$61.7K | 0.67% | 36 |
|
|
2018
Q3 | $1.15M | Buy |
10,042
+507
| +5% | +$55K | 0.64% | 38 |
|
|
2018
Q2 | $937K | Buy |
9,535
+155
| +2% | +$15K | 0.61% | 40 |
|
|
2018
Q1 | $856K | Sell |
9,380
-29,197
| -76% | -$2.67M | 0.62% | 40 |
|
|
2017
Q4 | $3.3M | Buy |
38,577
+30,305
| +366% | +$2.49M | 1.41% | 21 |
|
|
2017
Q3 | $616K | Sell |
8,272
-26,726
| -76% | -$1.95M | 0.6% | 43 |
|
|
2017
Q2 | $2.41M | Sell |
34,998
-367
| -1% | -$25.2K | 1.33% | 21 |
|
|
2017
Q1 | $2.33M | Buy |
35,365
+3,021
| +9% | +$194K | 1.35% | 19 |
|
|
2016
Q4 | $2.01M | Buy |
32,344
+6,563
| +25% | +$395K | 1.35% | 19 |
|
|
2016
Q3 | $1.49M | Buy |
25,781
+3,828
| +17% | +$216K | 1.15% | 36 |
|
|
2016
Q2 | $1.12M | Buy |
+21,953
| New | +$1.14M | 0.96% | 45 |
|
Other funds holding MSFT
Darwin Wealth Management's MSFT Position: Q2 2026 in Review
Darwin Wealth Management increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $1M and bringing the position to 15,781 shares worth $5.89M. The position accounts for 1.61% of the portfolio, ranked #14.
Darwin Wealth Management first reported a position in MSFT in Q2 2016 and has held it in 40 quarters since. The position peaked at $8.32M in Q2 2021. 3,105 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Darwin Wealth Management held 15,781 shares of Microsoft worth $5.89M as of Q2 2026.
- Darwin Wealth Management bought 2,483 Microsoft shares in Q2 2026, an estimated $1M.
- Microsoft made up 1.61% of Darwin Wealth Management's portfolio in Q2 2026, its #14 holding.
- Darwin Wealth Management first reported a position in Microsoft in Q2 2016 and has held it in 40 quarters since.
- Darwin Wealth Management's Microsoft position peaked at $8.32M in Q2 2021.
- 3,105 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.