Hotchkis & Wiley 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
$29.9M Buy
80,889
+27,285
+51% +$11.4M 0.09% 104
2025
Q4
$25.9M Buy
53,604
+840
+2% +$421K 0.08% 105
2025
Q3
$27.3M Sell
52,764
-221,741
-81% -$113M 0.08% 107
2025
Q2
$137M Buy
274,505
+128,940
+89% +$56M 0.44% 63
2025
Q1
$54.6M Buy
145,565
+67,979
+88% +$27.7M 0.18% 90
2024
Q4
$32.7M Buy
77,586
+30,665
+65% +$13.1M 0.11% 110
2024
Q3
$20.2M Buy
46,921
+4,720
+11% +$2.02M 0.07% 128
2024
Q2
$18.9M Sell
42,201
-385,407
-90% -$163M 0.07% 122
2024
Q1
$180M Sell
427,608
-555,594
-57% -$225M 0.6% 45
2023
Q4
$370M Sell
983,202
-909,307
-48% -$324M 1.32% 27
2023
Q3
$598M Sell
1,892,509
-162,217
-8% -$53.6M 2.27% 8
2023
Q2
$700M Sell
2,054,726
-591,590
-22% -$185M 2.6% 6
2023
Q1
$763M Sell
2,646,316
-582,559
-18% -$149M 2.94% 3
2022
Q4
$774M Buy
3,228,875
+416,690
+15% +$100M 2.97% 4
2022
Q3
$655M Buy
2,812,185
+258,168
+10% +$68.2M 2.81% 6
2022
Q2
$656M Buy
2,554,017
+522,724
+26% +$142M 2.61% 5
2022
Q1
$626M Buy
2,031,293
+125,905
+7% +$37.9M 1.99% 11
2021
Q4
$641M Sell
1,905,388
-357,454
-16% -$116M 2.02% 10
2021
Q3
$638M Sell
2,262,842
-335,247
-13% -$97.5M 2.04% 9
2021
Q2
$704M Buy
2,598,089
+91,208
+4% +$23.2M 2.15% 8
2021
Q1
$591M Sell
2,506,881
-67,275
-3% -$15.6M 1.8% 15
2020
Q4
$573M Buy
2,574,156
+35,460
+1% +$7.62M 2% 12
2020
Q3
$534M Sell
2,538,696
-1,239,473
-33% -$260M 2.42% 8
2020
Q2
$769M Sell
3,778,169
-1,441,183
-28% -$262M 3.58% 3
2020
Q1
$823M Sell
5,219,352
-1,133,900
-18% -$186M 4.63% 1
2019
Q4
$1B Buy
6,353,252
+518,924
+9% +$76.2M 3.48% 4
2019
Q3
$811M Sell
5,834,328
-826,470
-12% -$114M 3.27% 4
2019
Q2
$892M Sell
6,660,798
-334,934
-5% -$42.5M 3.42% 4
2019
Q1
$825M Buy
6,995,732
+1,584,851
+29% +$173M 3.23% 3
2018
Q4
$550M Sell
5,410,881
-566,875
-9% -$60.7M 2.42% 9
2018
Q3
$684M Sell
5,977,756
-340,888
-5% -$37M 2.45% 9
2018
Q2
$623M Sell
6,318,644
-635,276
-9% -$61.6M 2.35% 9
2018
Q1
$635M Sell
6,953,920
-2,702,870
-28% -$247M 2.51% 7
2017
Q4
$826M Sell
9,656,790
-601,507
-6% -$49.3M 3.12% 3
2017
Q3
$764M Buy
10,258,297
+561,152
+6% +$41M 3.01% 4
2017
Q2
$668M Sell
9,697,145
-2,486,528
-20% -$171M 2.68% 7
2017
Q1
$802M Sell
12,183,673
-96,772
-0.8% -$6.2M 3.14% 4
2016
Q4
$763M Sell
12,280,445
-262,238
-2% -$15.8M 3.07% 6
2016
Q3
$722M Sell
12,542,683
-2,681,326
-18% -$151M 3.02% 6
2016
Q2
$779M Buy
15,224,009
+1,187,751
+8% +$61.7M 3.33% 4
2016
Q1
$775M Sell
14,036,258
-1,145,309
-8% -$60M 3.26% 4
2015
Q4
$842M Sell
15,181,567
-347,426
-2% -$18.3M 3.42% 3
2015
Q3
$687M Buy
15,528,993
+636,051
+4% +$28.6M 2.75% 5
2015
Q2
$658M Buy
14,892,942
+1,122,697
+8% +$51.2M 2.32% 6
2015
Q1
$560M Buy
13,770,245
+2,955,366
+27% +$129M 1.95% 10
2014
Q4
$502M Sell
10,814,879
-1,947,621
-15% -$91.4M 1.75% 14
2014
Q3
$592M Sell
12,762,500
-2,576,612
-17% -$115M 2.14% 9
2014
Q2
$640M Sell
15,339,112
-480,598
-3% -$19.5M 2.26% 8
2014
Q1
$648M Buy
15,819,710
+2,164,392
+16% +$81.2M 2.41% 8
2013
Q4
$511M Sell
13,655,318
-2,150,416
-14% -$78.1M 2.18% 10
2013
Q3
$526M Sell
15,805,734
-960,213
-6% -$31.6M 2.42% 8
2013
Q2
$579M Buy
+16,765,947
New +$549M 2.89% 4

Other funds holding MSFT

Hotchkis & Wiley Capital Management's MSFT Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management increased its Microsoft (MSFT) stake by 51% in Q1 2026, buying an estimated $11.4M and bringing the position to 80,889 shares worth $29.9M. The position accounts for 0.09% of the portfolio, ranked #104.

Hotchkis & Wiley Capital Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1B in Q4 2019. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hotchkis & Wiley Capital Management held 80,889 shares of Microsoft worth $29.9M as of Q1 2026.
  • Hotchkis & Wiley Capital Management bought 27,285 Microsoft shares in Q1 2026, an estimated $11.4M.
  • Microsoft made up 0.09% of Hotchkis & Wiley Capital Management's portfolio in Q1 2026, its #104 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Hotchkis & Wiley Capital Management's Microsoft position peaked at $1B in Q4 2019.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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