Hodges 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
$10.5M Sell
28,392
-24,308
-46% -$10.2M 0.87% 40
2025
Q4
$25.5M Sell
52,700
-595
-1% -$298K 2.19% 10
2025
Q3
$27.6M Buy
53,295
+1,047
+2% +$534K 2.36% 6
2025
Q2
$26M Sell
52,248
-597
-1% -$259K 2.49% 6
2025
Q1
$19.8M Sell
52,845
-8,952
-14% -$3.65M 1.98% 7
2024
Q4
$26M Sell
61,797
-289
-0.5% -$123K 1.56% 15
2024
Q3
$26.7M Buy
62,086
+2
+0% +$855 1.71% 13
2024
Q2
$27.7M Sell
62,084
-1,408
-2% -$595K 1.86% 11
2024
Q1
$26.7M Sell
63,492
-5,326
-8% -$2.16M 1.7% 11
2023
Q4
$25.9M Buy
68,818
+15,605
+29% +$5.55M 1.37% 18
2023
Q3
$16.8M Sell
53,213
-7,525
-12% -$2.49M 1.99% 8
2023
Q2
$23.5M Sell
60,738
-11,270
-16% -$3.53M 1.37% 19
2023
Q1
$17.9M Buy
72,008
+13,109
+22% +$3.34M 1.47% 14
2022
Q4
$14.1M Buy
58,899
+5,960
+11% +$1.43M 1.22% 19
2022
Q3
$12.3M Sell
52,939
-10,048
-16% -$2.65M 2.03% 7
2022
Q2
$16.2M Sell
62,987
-37
-0.1% -$10K 1.63% 13
2022
Q1
$19.4M Buy
63,024
+2,877
+5% +$866K 1.54% 11
2021
Q4
$20.2M Sell
60,147
-280
-0.5% -$90.8K 1.47% 13
2021
Q3
$17M Buy
60,427
+10,090
+20% +$2.94M 1.25% 17
2021
Q2
$13.6M Buy
50,337
+1,757
+4% +$447K 1.53% 13
2021
Q1
$11.5M Sell
48,580
-781
-2% -$181K 1.58% 15
2020
Q4
$11M Sell
49,361
-166
-0.3% -$35.7K 1.73% 10
2020
Q3
$10.4M Sell
49,527
-514
-1% -$108K 2.02% 7
2020
Q2
$10.2M Sell
50,041
-2,623
-5% -$476K 2.08% 5
2020
Q1
$8.31M Sell
52,664
-3,228
-6% -$531K 2.12% 6
2019
Q4
$8.81M Buy
55,892
+5,006
+10% +$735K 1.16% 20
2019
Q3
$7.08M Sell
50,886
-277
-0.5% -$38.1K 0.82% 37
2019
Q2
$6.85M Buy
51,163
+2,690
+6% +$342K 0.74% 48
2019
Q1
$5.72M Buy
48,473
+2
+0% +$218 0.58% 56
2018
Q4
$4.92M Sell
48,471
-1,715
-3% -$184K 0.55% 57
2018
Q3
$5.74M Buy
50,186
+1,528
+3% +$166K 0.42% 67
2018
Q2
$4.8M Sell
48,658
-2,632
-5% -$255K 0.35% 76
2018
Q1
$4.68M Sell
51,290
-774
-1% -$70.8K 0.37% 72
2017
Q4
$4.45M Sell
52,064
-1,400
-3% -$115K 0.33% 78
2017
Q3
$3.98M Sell
53,464
-3,887
-7% -$284K 0.27% 89
2017
Q2
$3.95M Buy
57,351
+2,162
+4% +$148K 0.23% 92
2017
Q1
$3.63M Sell
55,189
-1,875
-3% -$120K 0.18% 97
2016
Q4
$3.55M Sell
57,064
-3,622
-6% -$218K 0.16% 109
2016
Q3
$3.5M Buy
60,686
+105
+0.2% +$5.93K 0.17% 96
2016
Q2
$3.1M Buy
60,581
+1,174
+2% +$61K 0.15% 95
2016
Q1
$3.28M Sell
59,407
-4,891
-8% -$256K 0.15% 104
2015
Q4
$3.57M Buy
64,298
+13,112
+26% +$690K 0.15% 106
2015
Q3
$2.27M Buy
51,186
+7,398
+17% +$332K 0.09% 128
2015
Q2
$1.93M Sell
43,788
-679
-2% -$31K 0.07% 147
2015
Q1
$1.81M Sell
44,467
-1,982
-4% -$86.3K 0.07% 150
2014
Q4
$2.16M Sell
46,449
-1,489
-3% -$69.9K 0.09% 143
2014
Q3
$2.22M Sell
47,938
-615
-1% -$27.4K 0.09% 146
2014
Q2
$2.02M Sell
48,553
-2,020
-4% -$81.8K 0.09% 148
2014
Q1
$2.07M Sell
50,573
-88
-0.2% -$3.3K 0.12% 133
2013
Q4
$1.9M Sell
50,661
-1,452
-3% -$52.7K 0.14% 125
2013
Q3
$1.73M Sell
52,113
-72,177
-58% -$2.37M 0.15% 123
2013
Q2
$4.29M Buy
+124,290
New +$4.07M 0.45% 88

Other funds holding MSFT

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

Hodges Capital Management reduced its Microsoft (MSFT) stake by 46% in Q1 2026, selling an estimated $10.2M and leaving 28,392 shares worth $10.5M. The position accounts for 0.87% of the portfolio, ranked #40.

Hodges Capital Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.7M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hodges Capital Management held 28,392 shares of Microsoft worth $10.5M as of Q1 2026.
  • Hodges Capital Management sold 24,308 Microsoft shares in Q1 2026, an estimated $10.2M.
  • Microsoft made up 0.87% of Hodges Capital Management's portfolio in Q1 2026, its #40 holding.
  • Hodges Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Hodges Capital Management's Microsoft position peaked at $27.7M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.