Delta 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
Q1
$154M Sell
415,656
-1,876
-0.4% -$785K 14.03% 1
2025
Q4
$202M Sell
417,532
-7,095
-2% -$3.56M 17.35% 1
2025
Q3
$220M Sell
424,627
-2,475
-0.6% -$1.26M 18.66% 1
2025
Q2
$212M Sell
427,102
-6,685
-2% -$2.9M 18.47% 1
2025
Q1
$163M Sell
433,787
-8,920
-2% -$3.64M 15.46% 1
2024
Q4
$187M Sell
442,707
-7,336
-2% -$3.12M 16.69% 1
2024
Q3
$194M Sell
450,043
-9,698
-2% -$4.15M 16.68% 1
2024
Q2
$205M Sell
459,741
-8,482
-2% -$3.58M 18.57% 1
2024
Q1
$197M Sell
468,223
-13,899
-3% -$5.63M 17.42% 1
2023
Q4
$181M Sell
482,122
-9,101
-2% -$3.24M 17.27% 1
2023
Q3
$155M Sell
491,223
-2,166
-0.4% -$716K 16.16% 1
2023
Q2
$168M Sell
493,389
-13,415
-3% -$4.2M 16.68% 1
2023
Q1
$146M Sell
506,804
-5,083
-1% -$1.3M 15.37% 1
2022
Q4
$123M Sell
511,887
-2,398
-0.5% -$575K 13.37% 1
2022
Q3
$120M Sell
514,285
-4,790
-0.9% -$1.26M 14.51% 1
2022
Q2
$133M Sell
519,075
-10,131
-2% -$2.75M 15.09% 1
2022
Q1
$163M Buy
529,206
+879
+0.2% +$264K 15.76% 1
2021
Q4
$178M Sell
528,327
-4,629
-0.9% -$1.5M 15.69% 1
2021
Q3
$150M Sell
532,956
-1,042
-0.2% -$303K 14.51% 1
2021
Q2
$145M Sell
533,998
-1,585
-0.3% -$403K 13.89% 1
2021
Q1
$126M Buy
535,583
+2,775
+0.5% +$644K 12.8% 1
2020
Q4
$119M Sell
532,808
-3,431
-0.6% -$738K 13.11% 1
2020
Q3
$113M Sell
536,239
-6,937
-1% -$1.46M 13.52% 1
2020
Q2
$111M Buy
543,176
+3,068
+0.6% +$557K 14.59% 1
2020
Q1
$85.2M Sell
540,108
-9,207
-2% -$1.51M 13.44% 1
2019
Q4
$86.6M Sell
549,315
-2,345
-0.4% -$344K 10.78% 1
2019
Q3
$76.7M Buy
551,660
+7,428
+1% +$1.02M 10.19% 1
2019
Q2
$72.9M Sell
544,232
-2,701
-0.5% -$343K 10.1% 1
2019
Q1
$64.5M Sell
546,933
-29,398
-5% -$3.21M 9.27% 1
2018
Q4
$58.5M Sell
576,331
-13,550
-2% -$1.45M 9.06% 1
2018
Q3
$67.5M Buy
589,881
+10,110
+2% +$1.1M 8.98% 1
2018
Q2
$57.2M Sell
579,771
-951
-0.2% -$92.2K 8.33% 1
2018
Q1
$53M Sell
580,722
-57,296
-9% -$5.24M 7.87% 1
2017
Q4
$54.6M Sell
638,018
-4,465
-0.7% -$366K 7.69% 1
2017
Q3
$47.9M Sell
642,483
-3,541
-0.5% -$259K 7.23% 1
2017
Q2
$44.5M Buy
646,024
+2,302
+0.4% +$158K 6.89% 1
2017
Q1
$42.4M Buy
643,722
+2,960
+0.5% +$190K 6.67% 1
2016
Q4
$39.8M Sell
640,762
-8,421
-1% -$506K 6.66% 1
2016
Q3
$37.4M Buy
649,183
+668
+0.1% +$37.7K 6.37% 1
2016
Q2
$33.2M Buy
648,515
+6,030
+0.9% +$313K 5.75% 1
2016
Q1
$35.5M Sell
642,485
-1,539
-0.2% -$80.7K 6.31% 1
2015
Q4
$35.7M Buy
644,024
+595
+0.1% +$31.3K 6.55% 1
2015
Q3
$28.5M Buy
643,429
+9,220
+1% +$414K 5.58% 1
2015
Q2
$28M Buy
634,209
+16,072
+3% +$733K 5.19% 2
2015
Q1
$25.1M Buy
618,137
+37,526
+6% +$1.63M 4.76% 4
2014
Q4
$27M Buy
580,611
+5,242
+0.9% +$246K 5.25% 1
2014
Q3
$26.7M Buy
575,369
+3,803
+0.7% +$170K 5.41% 1
2014
Q2
$23.8M Buy
571,566
+7,092
+1% +$287K 4.89% 2
2014
Q1
$23.1M Buy
564,474
+6,383
+1% +$240K 5.02% 1
2013
Q4
$20.9M Buy
558,091
+12,175
+2% +$442K 4.65% 3
2013
Q3
$18.2M Buy
545,916
+7,373
+1% +$243K 4.42% 3
2013
Q2
$18.6M Buy
+538,543
New +$17.6M 4.65% 1

Other funds holding MSFT

Delta Asset Management's MSFT Position: Q1 2026 in Review

Delta Asset Management reduced its Microsoft (MSFT) stake by 0.45% in Q1 2026, selling an estimated $785K and leaving 415,656 shares worth $154M. The position accounts for 14.03% of the portfolio, ranked #1.

Delta Asset Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $220M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Delta Asset Management held 415,656 shares of Microsoft worth $154M as of Q1 2026.
  • Delta Asset Management sold 1,876 Microsoft shares in Q1 2026, an estimated $785K.
  • Microsoft made up 14.03% of Delta Asset Management's portfolio in Q1 2026, its #1 holding.
  • Delta Asset Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Delta Asset Management's Microsoft position peaked at $220M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.