Davidson 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
$90.6M Sell
242,760
-6,535
-3% -$2.64M 3.7% 6
2026
Q1
$92.3M Buy
249,295
+34,537
+16% +$14.5M 3.98% 4
2025
Q4
$104M Sell
214,758
-851
-0.4% -$426K 4.32% 3
2025
Q3
$112M Sell
215,609
-1,623
-0.7% -$828K 4.74% 2
2025
Q2
$108M Buy
217,232
+1,716
+0.8% +$745K 4.86% 2
2025
Q1
$80.9M Buy
215,516
+1,887
+0.9% +$769K 3.99% 2
2024
Q4
$90M Sell
213,629
-1,410
-0.7% -$601K 4.37% 5
2024
Q3
$92.5M Buy
215,039
+7,760
+4% +$3.32M 4.47% 2
2024
Q2
$92.6M Buy
207,279
+1,213
+0.6% +$512K 4.77% 4
2024
Q1
$86.7M Buy
206,066
+1,609
+0.8% +$651K 4.5% 3
2023
Q4
$76.9M Sell
204,457
-1,169
-0.6% -$416K 4.4% 3
2023
Q3
$64.9M Buy
205,626
+3,482
+2% +$1.15M 4.14% 3
2023
Q2
$68.8M Sell
202,144
-24,170
-11% -$7.58M 4.34% 2
2023
Q1
$65.2M Buy
226,314
+13,676
+6% +$3.49M 4.27% 1
2022
Q4
$51M Sell
212,638
-1,837
-0.9% -$441K 3.97% 1
2022
Q3
$50M Buy
214,475
+6,139
+3% +$1.62M 4.19% 1
2022
Q2
$53.5M Sell
208,336
-930
-0.4% -$252K 4.55% 1
2022
Q1
$64.5M Buy
209,266
+2,064
+1% +$621K 4.68% 2
2021
Q4
$69.7M Sell
207,202
-19,595
-9% -$6.35M 4.98% 1
2021
Q3
$63.9M Buy
226,797
+3,111
+1% +$905K 4.98% 2
2021
Q2
$60.6M Sell
223,686
-9,527
-4% -$2.42M 4.85% 1
2021
Q1
$55M Sell
233,213
-6,468
-3% -$1.5M 4.66% 1
2020
Q4
$53.3M Sell
239,681
-5,066
-2% -$1.09M 4.91% 2
2020
Q3
$51.5M Sell
244,747
-8,285
-3% -$1.74M 5.48% 1
2020
Q2
$51.5M Sell
253,032
-9,894
-4% -$1.8M 5.69% 1
2020
Q1
$41.5M Sell
262,926
-71,614
-21% -$11.8M 5.36% 1
2019
Q4
$52.8M Sell
334,540
-3,002
-0.9% -$441K 5.13% 1
2019
Q3
$46.9M Sell
337,542
-1,353
-0.4% -$186K 4.87% 1
2019
Q2
$45.4M Sell
338,895
-52,753
-13% -$6.7M 4.73% 1
2019
Q1
$46.2M Sell
391,648
-12,053
-3% -$1.32M 4.84% 1
2018
Q4
$41M Buy
403,701
+1,238
+0.3% +$133K 4.76% 1
2018
Q3
$46M Sell
402,463
-16,968
-4% -$1.84M 4.57% 1
2018
Q2
$41.4M Buy
419,431
+312
+0.1% +$30.2K 4.34% 1
2018
Q1
$38.3M Sell
419,119
-6,741
-2% -$616K 4.12% 2
2017
Q4
$36.4M Sell
425,860
-48,460
-10% -$3.98M 3.78% 3
2017
Q3
$35.3M Buy
474,320
+100,039
+27% +$7.31M 3.82% 1
2017
Q2
$25.8M Sell
374,281
-40,507
-10% -$2.78M 3.64% 2
2017
Q1
$27.3M Buy
414,788
+19,874
+5% +$1.27M 3.53% 3
2016
Q4
$24.5M Sell
394,914
-20,314
-5% -$1.22M 3.5% 2
2016
Q3
$23.9M Buy
415,228
+12,592
+3% +$711K 3.66% 1
2016
Q2
$20.6M Buy
402,636
+157,865
+64% +$8.2M 3.45% 1
2016
Q1
$13.5M Buy
244,771
+6,840
+3% +$359K 2.29% 5
2015
Q4
$13.2M Buy
237,931
+13,972
+6% +$735K 2.2% 6
2015
Q3
$9.91M Sell
223,959
-25,934
-10% -$1.16M 1.79% 15
2015
Q2
$11M Buy
249,893
+57,577
+30% +$2.63M 1.66% 15
2015
Q1
$7.82M Buy
192,316
+941
+0.5% +$41K 1.17% 27
2014
Q4
$8.89M Sell
191,375
-324,504
-63% -$15.2M 1.33% 21
2014
Q3
$20.5M Buy
515,879
+265,837
+106% +$11.9M 1.62% 14
2014
Q2
$10.4M Sell
250,042
-4,690
-2% -$190K 1.52% 17
2014
Q1
$10.4M Sell
254,732
-2,393
-0.9% -$89.8K 1.58% 15
2013
Q4
$9.62M Sell
257,125
-5,392
-2% -$196K 1.47% 17
2013
Q3
$8.73M Sell
262,517
-767
-0.3% -$25.2K 1.41% 17
2013
Q2
$9.09M Buy
+263,284
New +$8.63M 1.52% 15

Other funds holding MSFT

Davidson Investment Advisors's MSFT Position: Q2 2026 in Review

Davidson Investment Advisors reduced its Microsoft (MSFT) stake by 2.6% in Q2 2026, selling an estimated $2.64M and leaving 242,760 shares worth $90.6M. The position accounts for 3.7% of the portfolio, ranked #6.

Davidson Investment Advisors first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $112M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Davidson Investment Advisors held 242,760 shares of Microsoft worth $90.6M as of Q2 2026.
  • Davidson Investment Advisors sold 6,535 Microsoft shares in Q2 2026, an estimated $2.64M.
  • Microsoft made up 3.7% of Davidson Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Davidson Investment Advisors first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Davidson Investment Advisors's Microsoft position peaked at $112M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.