Dimension Capital 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 | $4.7M | Sell |
12,685
-565
| -4% | -$236K | 0.66% | 25 |
|
|
2025
Q4 | $6.41M | Buy |
13,250
+6,027
| +83% | +$3.02M | 0.9% | 23 |
|
|
2025
Q3 | $3.74M | Buy |
7,223
+436
| +6% | +$222K | 0.54% | 29 |
|
|
2025
Q2 | $3.38M | Sell |
6,787
-14
| -0.2% | -$6.08K | 0.52% | 31 |
|
|
2025
Q1 | $2.55M | Sell |
6,801
-947
| -12% | -$386K | 0.45% | 27 |
|
|
2024
Q4 | $3.27M | Buy |
7,748
+67
| +0.9% | +$28.5K | 0.53% | 27 |
|
|
2024
Q3 | $3.31M | Sell |
7,681
-107
| -1% | -$45.7K | 0.61% | 26 |
|
|
2024
Q2 | $3.48M | Sell |
7,788
-1,191
| -13% | -$503K | 0.71% | 24 |
|
|
2024
Q1 | $3.78M | Buy |
8,979
+391
| +5% | +$158K | 0.75% | 23 |
|
|
2023
Q4 | $3.23M | Buy |
8,588
+4,572
| +114% | +$1.63M | 0.67% | 23 |
|
|
2023
Q3 | $1.27M | Sell |
4,016
-3,672
| -48% | -$1.21M | 0.3% | 29 |
|
|
2023
Q2 | $2.62M | Sell |
7,688
-6
| -0.1% | -$1.88K | 0.57% | 22 |
|
|
2023
Q1 | $2.22M | Buy |
7,694
+6
| +0.1% | +$1.53K | 0.51% | 25 |
|
|
2022
Q4 | $1.84M | Buy |
7,688
+437
| +6% | +$105K | 0.43% | 27 |
|
|
2022
Q3 | $1.69M | Buy |
7,251
+13
| +0.2% | +$3.43K | 0.41% | 30 |
|
|
2022
Q2 | $1.86M | Buy |
7,238
+45
| +0.6% | +$12.2K | 0.42% | 28 |
|
|
2022
Q1 | $2.22M | Sell |
7,193
-3
| -0% | -$903 | 0.41% | 30 |
|
|
2021
Q4 | $2.42M | Hold |
7,196
| – | – | 0.45% | 31 |
|
|
2021
Q3 | $2.03M | Sell |
7,196
-16
| -0.2% | -$4.66K | 0.42% | 32 |
|
|
2021
Q2 | $1.95M | Sell |
7,212
-376
| -5% | -$95.6K | 0.42% | 32 |
|
|
2021
Q1 | $1.79M | Sell |
7,588
-127
| -2% | -$29.5K | 0.42% | 34 |
|
|
2020
Q4 | $1.72M | Sell |
7,715
-8,290
| -52% | -$1.78M | 0.49% | 29 |
|
|
2020
Q3 | $3.37M | Buy |
16,005
+563
| +4% | +$118K | 1.05% | 17 |
|
|
2020
Q2 | $3.14M | Sell |
15,442
-373
| -2% | -$67.7K | 1% | 19 |
|
|
2020
Q1 | $2.49M | Buy |
15,815
+7,835
| +98% | +$1.29M | 0.91% | 17 |
|
|
2019
Q4 | $1.26M | Sell |
7,980
-24
| -0.3% | -$3.53K | 0.37% | 35 |
|
|
2019
Q3 | $1.11M | Sell |
8,004
-67
| -0.8% | -$9.21K | 0.38% | 32 |
|
|
2019
Q2 | $1.08M | Sell |
8,071
-232
| -3% | -$29.5K | 0.37% | 34 |
|
|
2019
Q1 | $979K | Sell |
8,303
-409
| -5% | -$44.6K | 0.42% | 37 |
|
|
2018
Q4 | $885K | Buy |
8,712
+609
| +8% | +$65.2K | 0.43% | 35 |
|
|
2018
Q3 | $927K | Buy |
8,103
+644
| +9% | +$69.8K | 0.45% | 35 |
|
|
2018
Q2 | $736K | Buy |
7,459
+551
| +8% | +$53.4K | 0.4% | 39 |
|
|
2018
Q1 | $630K | Sell |
6,908
-438
| -6% | -$40.1K | 0.35% | 46 |
|
|
2017
Q4 | $628K | Buy |
7,346
+2,129
| +41% | +$175K | 0.39% | 42 |
|
|
2017
Q3 | $389K | Sell |
5,217
-156
| -3% | -$11.4K | 0.12% | 64 |
|
|
2017
Q2 | $370K | Hold |
5,373
| – | – | 0.12% | 66 |
|
|
2017
Q1 | $354K | Buy |
+5,373
| New | +$344K | 0.12% | 36 |
|
Other funds holding MSFT
VCM
VPM
Dimension Capital Management's MSFT Position: Q1 2026 in Review
Dimension Capital Management reduced its Microsoft (MSFT) stake by 4.3% in Q1 2026, selling an estimated $236K and leaving 12,685 shares worth $4.7M. The position accounts for 0.66% of the portfolio, ranked #25.
Dimension Capital Management first reported a position in MSFT in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.41M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Dimension Capital Management held 12,685 shares of Microsoft worth $4.7M as of Q1 2026.
- Dimension Capital Management sold 565 Microsoft shares in Q1 2026, an estimated $236K.
- Microsoft made up 0.66% of Dimension Capital Management's portfolio in Q1 2026, its #25 holding.
- Dimension Capital Management first reported a position in Microsoft in Q1 2017 and has held it in 37 quarters since.
- Dimension Capital Management's Microsoft position peaked at $6.41M in Q4 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.