F&V 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
Sell
-695
Closed -$336K 61
2025
Q4
$336K Sell
695
-72
-9% -$36.1K 0.07% 54
2025
Q3
$397K Sell
767
-88
-10% -$44.9K 0.09% 46
2025
Q2
$425K Buy
855
+239
+39% +$104K 0.11% 43
2025
Q1
$231K Buy
+616
New +$251K 0.06% 55
2022
Q3
Sell
-37,151
Closed -$9.54M 55
2022
Q2
$9.54M Sell
37,151
-125
-0.3% -$33.9K 3.4% 12
2022
Q1
$11.5M Buy
37,276
+577
+2% +$174K 3.48% 8
2021
Q4
$12.3M Buy
36,699
+3,260
+10% +$1.06M 4.14% 6
2021
Q3
$9.43M Sell
33,439
-785
-2% -$228K 3.78% 9
2021
Q2
$9.27M Sell
34,224
-17,425
-34% -$4.43M 3.41% 11
2021
Q1
$12.2M Sell
51,649
-2,009
-4% -$466K 4.55% 3
2020
Q4
$11.9M Sell
53,658
-4,080
-7% -$877K 5.15% 1
2020
Q3
$12.1M Sell
57,738
-6,315
-10% -$1.33M 5.91% 2
2020
Q2
$13M Buy
64,053
+1,045
+2% +$190K 6.6% 1
2020
Q1
$9.94M Sell
63,008
-145
-0.2% -$23.8K 6.32% 1
2019
Q4
$9.96M Sell
63,153
-810
-1% -$119K 5.4% 1
2019
Q3
$8.89M Sell
63,963
-22,320
-26% -$3.07M 5.51% 2
2019
Q2
$11.6M Sell
86,283
-3,130
-4% -$397K 6.88% 1
2019
Q1
$10.5M Sell
89,413
-4,960
-5% -$541K 6.02% 1
2018
Q4
$9.59M Buy
94,373
+655
+0.7% +$70.2K 5.8% 1
2018
Q3
$10.7M Buy
93,718
+555
+0.6% +$60.2K 5.76% 1
2018
Q2
$9.19M Sell
93,163
-30,370
-25% -$2.94M 5.27% 1
2018
Q1
$11.3M Buy
123,533
+800
+0.7% +$73.2K 6.15% 1
2017
Q4
$10.5M Sell
122,733
-1,870
-2% -$153K 5.45% 1
2017
Q3
$9.28M Sell
124,603
-5,010
-4% -$366K 5.43% 1
2017
Q2
$8.93M Sell
129,613
-1,670
-1% -$115K 5.07% 2
2017
Q1
$8.65M Buy
131,283
+2,280
+2% +$146K 5.02% 2
2016
Q4
$8.02M Buy
129,003
+5,245
+4% +$315K 5.04% 3
2016
Q3
$7.13M Buy
123,758
+725
+0.6% +$40.9K 4.93% 4
2016
Q2
$6.29M Sell
123,033
-6,340
-5% -$329K 4.69% 6
2016
Q1
$7.14M Sell
129,373
-3,762
-3% -$197K 5.63% 2
2015
Q4
$7.39M Sell
133,135
-3,845
-3% -$202K 5.39% 2
2015
Q3
$6.06M Buy
136,980
+4,995
+4% +$224K 4.31% 3
2015
Q2
$5.83M Buy
131,985
+635
+0.5% +$29K 3.96% 4
2015
Q1
$5.34M Buy
131,350
+44,820
+52% +$1.95M 3.63% 6
2014
Q4
$4.02M Buy
+86,530
New +$4.06M 2.74% 19

Other funds holding MSFT

F&V Capital Management's MSFT Position: Q1 2026 in Review

F&V Capital Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 695 shares — an estimated $336K sold.

F&V Capital Management first reported a position in MSFT in Q4 2014 and held it in 35 quarters. The position peaked at $13M in Q2 2020. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • F&V Capital Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • F&V Capital Management sold 695 Microsoft shares in Q1 2026, an estimated $336K.
  • F&V Capital Management first reported a position in Microsoft in Q4 2014 and held it in 35 quarters.
  • F&V Capital Management's Microsoft position peaked at $13M in Q2 2020.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on F&V Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.