Hilton 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
$27.5M Buy
74,181
+320
+0.4% +$134K 2.07% 9
2025
Q4
$35.7M Buy
73,861
+481
+0.7% +$241K 2.69% 9
2025
Q3
$38M Sell
73,380
-3,702
-5% -$1.89M 3.08% 8
2025
Q2
$38.3M Sell
77,082
-636
-0.8% -$276K 3.06% 7
2025
Q1
$29.2M Sell
77,718
-5,265
-6% -$2.15M 2.48% 9
2024
Q4
$35M Sell
82,983
-7,736
-9% -$3.3M 3.03% 6
2024
Q3
$39M Sell
90,719
-21,009
-19% -$8.98M 3.03% 9
2024
Q2
$49.9M Buy
111,728
+3,310
+3% +$1.4M 4.22% 4
2024
Q1
$45.6M Sell
108,418
-173
-0.2% -$70K 4.09% 5
2023
Q4
$40.8M Sell
108,591
-127
-0.1% -$45.2K 4.38% 7
2023
Q3
$34.3M Sell
108,718
-4,060
-4% -$1.34M 4.57% 7
2023
Q2
$38.4M Buy
112,778
+10,072
+10% +$3.16M 4.61% 6
2023
Q1
$24.6M Sell
102,706
-2,465
-2% -$629K 3.22% 7
2022
Q4
$24.5M Hold
105,171
3.22% 8
2022
Q3
$24.5M Sell
105,171
-1,540
-1% -$407K 3.22% 8
2022
Q2
$27.4M Sell
106,711
-2,309
-2% -$627K 3.36% 6
2022
Q1
$33.6M Sell
109,020
-36,603
-25% -$11M 3.59% 7
2021
Q4
$49M Sell
145,623
-23,025
-14% -$7.46M 4.5% 5
2021
Q3
$47.5M Buy
168,648
+4,298
+3% +$1.25M 4.65% 4
2021
Q2
$44.5M Buy
164,350
+113
+0.1% +$28.7K 4.71% 3
2021
Q1
$38.7M Sell
164,237
-4,222
-3% -$980K 4.19% 4
2020
Q4
$37.5M Sell
168,459
-5,205
-3% -$1.12M 4.3% 3
2020
Q3
$36.5M Buy
173,664
+27,916
+19% +$5.86M 4.39% 5
2020
Q2
$29.7M Sell
145,748
-2,943
-2% -$534K 3.7% 6
2020
Q1
$23.4M Buy
148,691
+143,063
+2,542% +$23.5M 4.24% 4
2019
Q4
$888K Buy
5,628
+974
+21% +$143K 0.11% 44
2019
Q3
$647K Sell
4,654
-6,566
-59% -$903K 0.08% 51
2019
Q2
$1.5M Sell
11,220
-2,999
-21% -$381K 0.21% 38
2019
Q1
$1.68M Buy
14,219
+359
+3% +$39.2K 0.23% 39
2018
Q4
$1.41M Buy
13,860
+2,690
+24% +$288K 0.25% 37
2018
Q3
$1.28M Hold
11,170
0.19% 41
2018
Q2
$1.1M Buy
11,170
+85
+0.8% +$8.24K 0.18% 44
2018
Q1
$1.01M Sell
11,085
-6,662
-38% -$609K 0.16% 51
2017
Q4
$1.52M Buy
17,747
+7,904
+80% +$648K 0.23% 43
2017
Q3
$733K Buy
9,843
+5,848
+146% +$427K 0.13% 57
2017
Q2
$275K Sell
3,995
-1,473
-27% -$101K 0.05% 86
2017
Q1
$360K Buy
+5,468
New +$350K 0.07% 87
2016
Q1
Sell
-93,076
Closed -$5.16M 99
2015
Q4
$5.16M Buy
+93,076
New +$4.9M 1.66% 23

Other funds holding MSFT

Hilton Capital Management's MSFT Position: Q1 2026 in Review

Hilton Capital Management increased its Microsoft (MSFT) stake by 0.43% in Q1 2026, buying an estimated $134K and bringing the position to 74,181 shares worth $27.5M. The position accounts for 2.07% of the portfolio, ranked #9.

Hilton Capital Management first reported a position in MSFT in Q4 2015 and has held it in 38 quarters since. The position peaked at $49.9M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hilton Capital Management held 74,181 shares of Microsoft worth $27.5M as of Q1 2026.
  • Hilton Capital Management bought 320 Microsoft shares in Q1 2026, an estimated $134K.
  • Microsoft made up 2.07% of Hilton Capital Management's portfolio in Q1 2026, its #9 holding.
  • Hilton Capital Management first reported a position in Microsoft in Q4 2015 and has held it in 38 quarters since.
  • Hilton Capital Management's Microsoft position peaked at $49.9M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.