Disciplined Equity 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
Q3
$224K Buy
+437
New +$202K 0.1% 42
2026
Q1
– Sell
-437
Closed -$211K – 56
2025
Q4
$211K Hold
437
– – 0.11% 45
2025
Q3
$226K Buy
437
+7
+2% +$3.57K 0.12% 44
2025
Q2
$214K Hold
430
– – 0.13% 42
2025
Q1
$161K Hold
430
– – 0.11% 43
2024
Q4
$181K Hold
430
– – 0.12% 47
2024
Q3
$185K Hold
430
– – 0.12% 48
2024
Q2
$192K Hold
430
– – 0.13% 49
2024
Q1
$181K Sell
430
-566
-57% -$229K 0.12% 46
2023
Q4
$375K Buy
996
+566
+132% +$201K 0.26% 41
2023
Q3
$136K Hold
430
– – 0.11% 44
2023
Q2
$146K Hold
430
– – 0.12% 43
2023
Q1
$124K Hold
430
– – 0.11% 44
2022
Q4
$103K Buy
+430
New +$103K 0.09% 49
2022
Q3
– Sell
-2,580
Closed -$663K – 63
2022
Q2
$663K Buy
+2,580
New +$700K 0.6% 29

Other funds holding MSFT

Disciplined Equity Management's MSFT Position: Q3 2026 in Review

Disciplined Equity Management opened a new position in Microsoft (MSFT) in Q3 2026: 437 shares worth $224K. The stake represents 0.1% of the portfolio and ranks #42 among its holdings. This is a return to the name: Disciplined Equity Management previously reported a position in MSFT as recently as Q4 2025.

Disciplined Equity Management first reported a position in MSFT in Q2 2022 and has held it in 15 quarters since. The position peaked at $663K in Q2 2022. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Disciplined Equity Management held 437 shares of Microsoft worth $224K as of Q3 2026.
  • Microsoft was a new Disciplined Equity Management position in Q3 2026.
  • Microsoft made up 0.1% of Disciplined Equity Management's portfolio in Q3 2026, its #42 holding.
  • Disciplined Equity Management first reported a position in Microsoft in Q2 2022 and has held it in 15 quarters since.
  • Disciplined Equity Management's Microsoft position peaked at $663K in Q2 2022.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Disciplined Equity Management's 13F filing for Q3 2026, filed 14 Oct 2026.