Diversified Portfolios Inc’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 | $1.54M | Sell |
4,170
-261
| -6% | -$109K | 0.13% | 77 |
|
|
2025
Q4 | $2.14M | Buy |
4,431
+599
| +16% | +$300K | 0.18% | 66 |
|
|
2025
Q3 | $1.99M | Buy |
3,832
+164
| +4% | +$83.7K | 0.18% | 68 |
|
|
2025
Q2 | $1.82M | Buy |
3,668
+354
| +11% | +$154K | 0.17% | 68 |
|
|
2025
Q1 | $1.24M | Sell |
3,314
-1,241
| -27% | -$506K | 0.13% | 76 |
|
|
2024
Q4 | $1.92M | Buy |
4,555
+20
| +0.4% | +$8.52K | 0.21% | 62 |
|
|
2024
Q3 | $1.95M | Sell |
4,535
-25
| -0.5% | -$10.7K | 0.22% | 60 |
|
|
2024
Q2 | $2.04M | Sell |
4,560
-11
| -0.2% | -$4.65K | 0.27% | 54 |
|
|
2024
Q1 | $1.92M | Sell |
4,571
-99
| -2% | -$40.1K | 0.27% | 53 |
|
|
2023
Q4 | $1.76M | Sell |
4,670
-74
| -2% | -$26.3K | 0.28% | 51 |
|
|
2023
Q3 | $1.5M | Sell |
4,744
-1,086
| -19% | -$359K | 0.28% | 48 |
|
|
2023
Q2 | $1.99M | Sell |
5,830
-424
| -7% | -$133K | 0.4% | 42 |
|
|
2023
Q1 | $1.8M | Buy |
6,254
+1,291
| +26% | +$329K | 0.4% | 38 |
|
|
2022
Q4 | $1.19M | Sell |
4,963
-257
| -5% | -$61.7K | 0.27% | 48 |
|
|
2022
Q3 | $1.22M | Buy |
5,220
+2,890
| +124% | +$763K | 0.33% | 44 |
|
|
2022
Q2 | $599K | Sell |
2,330
-2,730
| -54% | -$741K | 0.17% | 66 |
|
|
2022
Q1 | $1.56M | Sell |
5,060
-406
| -7% | -$122K | 0.37% | 44 |
|
|
2021
Q4 | $1.84M | Buy |
5,466
+208
| +4% | +$67.4K | 0.44% | 36 |
|
|
2021
Q3 | $1.48M | Buy |
5,258
+394
| +8% | +$115K | 0.41% | 33 |
|
|
2021
Q2 | $1.32M | Buy |
4,864
+2,745
| +130% | +$698K | 0.5% | 27 |
|
|
2021
Q1 | $500K | Sell |
2,119
-231
| -10% | -$53.6K | 0.16% | 61 |
|
|
2020
Q4 | $523K | Buy |
2,350
+172
| +8% | +$37K | 0.19% | 49 |
|
|
2020
Q3 | $458K | Sell |
2,178
-56
| -3% | -$11.8K | 0.2% | 39 |
|
|
2020
Q2 | $455K | Sell |
2,234
-8
| -0.4% | -$1.45K | 0.22% | 35 |
|
|
2020
Q1 | $354K | Sell |
2,242
-214
| -9% | -$35.2K | 0.2% | 36 |
|
|
2019
Q4 | $387K | Buy |
2,456
+148
| +6% | +$21.7K | 0.18% | 39 |
|
|
2019
Q3 | $321K | Buy |
2,308
+118
| +5% | +$16.2K | 0.16% | 41 |
|
|
2019
Q2 | $293K | Sell |
2,190
-200
| -8% | -$25.4K | 0.16% | 38 |
|
|
2019
Q1 | $282K | Sell |
2,390
-1,200
| -33% | -$131K | 0.16% | 44 |
|
|
2018
Q4 | $365K | Buy |
3,590
+400
| +13% | +$42.8K | 0.23% | 32 |
|
|
2018
Q3 | $365K | Hold |
3,190
| – | – | 0.2% | 35 |
|
|
2018
Q2 | $315K | Sell |
3,190
-92
| -3% | -$8.92K | 0.18% | 35 |
|
|
2018
Q1 | $300K | Sell |
3,282
-106
| -3% | -$9.69K | 0.17% | 37 |
|
|
2017
Q4 | $290K | Sell |
3,388
-634
| -16% | -$52K | 0.16% | 42 |
|
|
2017
Q3 | $300K | Buy |
+4,022
| New | +$294K | 0.17% | 39 |
|
Other funds holding MSFT
VCM
VPM
Diversified Portfolios Inc's MSFT Position: Q1 2026 in Review
Diversified Portfolios Inc reduced its Microsoft (MSFT) stake by 5.9% in Q1 2026, selling an estimated $109K and leaving 4,170 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #77.
Diversified Portfolios Inc first reported a position in MSFT in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.14M in Q4 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Diversified Portfolios Inc held 4,170 shares of Microsoft worth $1.54M as of Q1 2026.
- Diversified Portfolios Inc sold 261 Microsoft shares in Q1 2026, an estimated $109K.
- Microsoft made up 0.13% of Diversified Portfolios Inc's portfolio in Q1 2026, its #77 holding.
- Diversified Portfolios Inc first reported a position in Microsoft in Q3 2017 and has held it in 35 quarters since.
- Diversified Portfolios Inc's Microsoft position peaked at $2.14M in Q4 2025.
- 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.