Disciplined Growth Investors’s Microsoft MSFT Stock Holding History

Disciplined Growth Investors’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-672	Closed	-$325K	–	63
2025 Q4	$325K	Hold	672	–	–	0.01%	60
2025 Q3	$348K	Sell	672 -7	-1%	-$3.57K	0.01%	63
2025 Q2	$338K	Hold	679	–	–	0.01%	62
2025 Q1	$255K	Hold	679	–	–	0.01%	64
2024 Q4	$286K	Hold	679	–	–	0.01%	63
2024 Q3	$292K	Hold	679	–	–	0.01%	67
2024 Q2	$303K	Hold	679	–	–	0.01%	63
2024 Q1	$286K	Hold	679	–	–	0.01%	64
2023 Q4	$255K	Sell	679 -303	-31%	-$108K	0.01%	63
2023 Q3	$310K	Hold	982	–	–	0.01%	63
2023 Q2	$334K	Hold	982	–	–	0.01%	63
2023 Q1	$283K	Sell	982 -405	-29%	-$103K	0.01%	64
2022 Q4	$333K	Hold	1,387	–	–	0.01%	66
2022 Q3	$323K	Sell	1,387 -1,650	-54%	-$436K	0.01%	69
2022 Q2	$780K	Sell	3,037 -659	-18%	-$179K	0.02%	68
2022 Q1	$1.14M	Sell	3,696 -480	-11%	-$144K	0.02%	71
2021 Q4	$1.4M	Buy	4,176 +3,066	+276%	+$994K	0.03%	69
2021 Q3	$313K	Sell	1,110 -10	-0.9%	-$2.91K	0.01%	74
2021 Q2	$303K	Buy	+1,120	New	+$285K	0.01%	76
2015 Q2	–	Sell	-7,225	Closed	-$294K	–	92
2015 Q1	$294K	Buy	+7,225	New	+$315K	0.01%	90

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Disciplined Growth Investors's MSFT Position: Q1 2026 in Review

Disciplined Growth Investors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 672 shares — an estimated $325K sold.

Disciplined Growth Investors first reported a position in MSFT in Q1 2015 and held it in 20 quarters. The position peaked at $1.4M in Q4 2021. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Disciplined Growth Investors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Disciplined Growth Investors sold 672 Microsoft shares in Q1 2026, an estimated $325K.
Disciplined Growth Investors first reported a position in Microsoft in Q1 2015 and held it in 20 quarters.
Disciplined Growth Investors's Microsoft position peaked at $1.4M in Q4 2021.
6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.