First Manhattan’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 | $1.62B | Buy |
4,371,164
+13,149
| +0.3% | +$5.5M | 4.49% | 2 |
|
|
2025
Q4 | $2.11B | Sell |
4,358,015
-6,595
| -0.2% | -$3.3M | 5.53% | 2 |
|
|
2025
Q3 | $2.26B | Sell |
4,364,610
-67,480
| -2% | -$34.4M | 5.97% | 2 |
|
|
2025
Q2 | $2.2B | Sell |
4,432,090
-45,371
| -1% | -$19.7M | 6.22% | 2 |
|
|
2025
Q1 | $1.68B | Buy |
4,477,461
+45,827
| +1% | +$18.7M | 4.9% | 2 |
|
|
2024
Q4 | $1.87B | Sell |
4,431,634
-45,600
| -1% | -$19.4M | 5.5% | 2 |
|
|
2024
Q3 | $1.93B | Sell |
4,477,234
-40,222
| -0.9% | -$17.2M | 5.71% | 2 |
|
|
2024
Q2 | $2.02B | Sell |
4,517,456
-55,653
| -1% | -$23.5M | 6.47% | 2 |
|
|
2024
Q1 | $1.92B | Sell |
4,573,109
-78,948
| -2% | -$32M | 6.23% | 2 |
|
|
2023
Q4 | $1.74B | Sell |
4,652,057
-75,049
| -2% | -$26.7M | 6.05% | 2 |
|
|
2023
Q3 | $1.49B | Sell |
4,727,106
-209,284
| -4% | -$69.2M | 5.49% | 2 |
|
|
2023
Q2 | $1.68B | Sell |
4,936,390
-31,221
| -0.6% | -$9.78M | 6.15% | 2 |
|
|
2023
Q1 | $1.43B | Sell |
4,967,611
-98,279
| -2% | -$25.1M | 5.48% | 2 |
|
|
2022
Q4 | $1.21B | Buy |
5,065,890
+21,162
| +0.4% | +$5.08M | 4.44% | 2 |
|
|
2022
Q3 | $1.17B | Sell |
5,044,728
-11,033
| -0.2% | -$2.91M | 4.96% | 3 |
|
|
2022
Q2 | $1.3B | Sell |
5,055,761
-27,973
| -0.6% | -$7.59M | 5.22% | 3 |
|
|
2022
Q1 | $1.57B | Buy |
5,083,734
+2,039
| +0% | +$613K | 5.13% | 3 |
|
|
2021
Q4 | $1.71B | Sell |
5,081,695
-43,404
| -0.8% | -$14.1M | 5.63% | 3 |
|
|
2021
Q3 | $1.44B | Sell |
5,125,099
-17,420
| -0.3% | -$5.07M | 5.32% | 2 |
|
|
2021
Q2 | $1.39B | Sell |
5,142,519
-16,913
| -0.3% | -$4.3M | 5.09% | 2 |
|
|
2021
Q1 | $1.22B | Sell |
5,159,432
-47,927
| -0.9% | -$11.1M | 5.24% | 3 |
|
|
2020
Q4 | $1.16B | Sell |
5,207,359
-63,510
| -1% | -$13.7M | 5.54% | 3 |
|
|
2020
Q3 | $1.11B | Sell |
5,270,869
-202,195
| -4% | -$42.5M | 5.71% | 3 |
|
|
2020
Q2 | $1.11B | Sell |
5,473,064
-99,574
| -2% | -$18.1M | 6.44% | 2 |
|
|
2020
Q1 | $879M | Sell |
5,572,638
-98,987
| -2% | -$16.3M | 5.7% | 2 |
|
|
2019
Q4 | $894M | Sell |
5,671,625
-84,598
| -1% | -$12.4M | 4.49% | 2 |
|
|
2019
Q3 | $800M | Sell |
5,756,223
-56,961
| -1% | -$7.83M | 4.41% | 2 |
|
|
2019
Q2 | $779M | Sell |
5,813,184
-115,105
| -2% | -$14.6M | 4.32% | 2 |
|
|
2019
Q1 | $699M | Buy |
5,928,289
+58,743
| +1% | +$6.41M | 4.04% | 2 |
|
|
2018
Q4 | $596M | Sell |
5,869,546
-65,173
| -1% | -$6.98M | 3.71% | 2 |
|
|
2018
Q3 | $679M | Sell |
5,934,719
-835,588
| -12% | -$90.6M | 3.62% | 3 |
|
|
2018
Q2 | $668M | Sell |
6,770,307
-265,403
| -4% | -$25.7M | 3.85% | 2 |
|
|
2018
Q1 | $642M | Sell |
7,035,710
-226,797
| -3% | -$20.7M | 3.65% | 2 |
|
|
2017
Q4 | $621M | Sell |
7,262,507
-79,455
| -1% | -$6.52M | 3.4% | 3 |
|
|
2017
Q3 | $547M | Sell |
7,341,962
-316,181
| -4% | -$23.1M | 3.13% | 3 |
|
|
2017
Q2 | $528M | Sell |
7,658,143
-163,213
| -2% | -$11.2M | 3.08% | 4 |
|
|
2017
Q1 | $515M | Sell |
7,821,356
-245,481
| -3% | -$15.7M | 3.06% | 3 |
|
|
2016
Q4 | $501M | Sell |
8,066,837
-26,134
| -0.3% | -$1.57M | 3.05% | 3 |
|
|
2016
Q3 | $466M | Buy |
8,092,971
+118,905
| +1% | +$6.71M | 2.84% | 4 |
|
|
2016
Q2 | $408M | Buy |
7,974,066
+108,933
| +1% | +$5.66M | 2.51% | 5 |
|
|
2016
Q1 | $434M | Sell |
7,865,133
-345,266
| -4% | -$18.1M | 2.67% | 5 |
|
|
2015
Q4 | $456M | Sell |
8,210,399
-567,090
| -6% | -$29.8M | 2.8% | 5 |
|
|
2015
Q3 | $388M | Buy |
8,777,489
+214,026
| +2% | +$9.61M | 2.5% | 5 |
|
|
2015
Q2 | $378M | Buy |
8,563,463
+382,630
| +5% | +$17.5M | 2.23% | 6 |
|
|
2015
Q1 | $333M | Buy |
8,180,833
+1,445,012
| +21% | +$62.9M | 1.92% | 7 |
|
|
2014
Q4 | $313M | Sell |
6,735,821
-146,541
| -2% | -$6.88M | 1.77% | 8 |
|
|
2014
Q3 | $319M | Buy |
6,882,362
+16,504
| +0.2% | +$736K | 1.86% | 7 |
|
|
2014
Q2 | $286M | Sell |
6,865,858
-15,122
| -0.2% | -$612K | 1.81% | 8 |
|
|
2014
Q1 | $282M | Sell |
6,880,980
-586,038
| -8% | -$22M | 1.86% | 8 |
|
|
2013
Q4 | $279M | Sell |
7,467,018
-228,494
| -3% | -$8.3M | 1.85% | 7 |
|
|
2013
Q3 | $256M | Sell |
7,695,512
-451,034
| -6% | -$14.8M | 1.79% | 7 |
|
|
2013
Q2 | $257M | Buy |
+8,146,546
| New | +$267M | 1.77% | 8 |
|
Other funds holding MSFT
VCM
VPM
First Manhattan's MSFT Position: Q1 2026 in Review
First Manhattan increased its Microsoft (MSFT) stake by 0.3% in Q1 2026, buying an estimated $5.5M and bringing the position to 4,371,164 shares worth $1.62B. The position accounts for 4.49% of the portfolio, ranked #2.
First Manhattan first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.26B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- First Manhattan held 4,371,164 shares of Microsoft worth $1.62B as of Q1 2026.
- First Manhattan bought 13,149 Microsoft shares in Q1 2026, an estimated $5.5M.
- Microsoft made up 4.49% of First Manhattan's portfolio in Q1 2026, its #2 holding.
- First Manhattan first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Microsoft position peaked at $2.26B in Q3 2025.
- 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.