Empirical Finance’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
$91M Sell
245,743
-339
-0.1% -$142K 4.27% 3
2025
Q4
$119M Sell
246,082
-10,728
-4% -$5.38M 5.68% 4
2025
Q3
$133M Buy
256,810
+3,914
+2% +$2M 6.33% 3
2025
Q2
$126M Buy
252,896
+2,457
+1% +$1.07M 6.59% 2
2025
Q1
$94M Sell
250,439
-8,700
-3% -$3.55M 5.68% 2
2024
Q4
$109M Sell
259,139
-3,293
-1% -$1.4M 6.32% 3
2024
Q3
$113M Buy
262,432
+5,792
+2% +$2.48M 6.58% 2
2024
Q2
$115M Sell
256,640
-5,554
-2% -$2.35M 7.17% 1
2024
Q1
$110M Buy
262,194
+9,042
+4% +$3.66M 6.77% 1
2023
Q4
$95.2M Buy
253,152
+1,766
+0.7% +$629K 6.64% 2
2023
Q3
$79.4M Buy
251,386
+24,538
+11% +$8.11M 5.83% 2
2023
Q2
$77.3M Buy
226,848
+25,754
+13% +$8.07M 5.98% 2
2023
Q1
$58M Buy
201,094
+9,638
+5% +$2.46M 5.43% 2
2022
Q4
$45.9M Buy
191,456
+15,654
+9% +$3.76M 4.75% 2
2022
Q3
$40.9M Buy
175,802
+30,269
+21% +$7.99M 4.86% 2
2022
Q2
$37.4M Buy
145,533
+8,064
+6% +$2.19M 4.76% 2
2022
Q1
$42.4M Buy
137,469
+15,351
+13% +$4.62M 4.75% 2
2021
Q4
$41.1M Buy
122,118
+34,828
+40% +$11.3M 4.85% 2
2021
Q3
$24.6M Buy
87,290
+6,068
+7% +$1.77M 3.71% 5
2021
Q2
$22M Buy
81,222
+12,715
+19% +$3.23M 3.59% 5
2021
Q1
$15.2M Hold
68,507
2.68% 6
2020
Q4
$15.2M Buy
68,507
+13,445
+24% +$2.89M 2.68% 6
2020
Q3
$11.6M Buy
55,062
+13,401
+32% +$2.81M 2.48% 7
2020
Q2
$8.48M Buy
41,661
+6,173
+17% +$1.12M 2.17% 8
2020
Q1
$5.6M Buy
35,488
+15,631
+79% +$2.57M 1.74% 10
2019
Q4
$3.13M Buy
19,857
+10,559
+114% +$1.55M 0.76% 13
2019
Q3
$1.29M Buy
9,298
+591
+7% +$81.3K 0.36% 64
2019
Q2
$1.17M Buy
8,707
+295
+4% +$37.5K 0.32% 60
2019
Q1
$992K Buy
8,412
+4,203
+100% +$459K 0.25% 81
2018
Q4
$428K Sell
4,209
-1,166
-22% -$125K 0.13% 107
2018
Q3
$615K Buy
5,375
+1,720
+47% +$186K 0.15% 95
2018
Q2
$360K Sell
3,655
-4,757
-57% -$461K 0.09% 97
2018
Q1
$992K Buy
8,412
+4,757
+130% +$435K 0.25% 81
2017
Q4
$313K Hold
3,655
0.1% 91
2017
Q3
$273K Hold
3,655
0.09% 111
2017
Q2
$252K Hold
3,655
0.1% 108
2017
Q1
$240K Hold
3,655
0.11% 82
2016
Q4
$228K Buy
+3,655
New +$220K 0.15% 61

Other funds holding MSFT

Empirical Finance's MSFT Position: Q1 2026 in Review

Empirical Finance reduced its Microsoft (MSFT) stake by 0.14% in Q1 2026, selling an estimated $142K and leaving 245,743 shares worth $91M. The position accounts for 4.27% of the portfolio, ranked #3.

Empirical Finance first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $133M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Empirical Finance held 245,743 shares of Microsoft worth $91M as of Q1 2026.
  • Empirical Finance sold 339 Microsoft shares in Q1 2026, an estimated $142K.
  • Microsoft made up 4.27% of Empirical Finance's portfolio in Q1 2026, its #3 holding.
  • Empirical Finance first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
  • Empirical Finance's Microsoft position peaked at $133M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.