Hurlow Wealth Management Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.48M | Buy |
3,963
+133
| +3% | +$53.8K | 0.31% | 34 |
|
|
2026
Q1 | $1.42M | Sell |
3,830
-7
| -0.2% | -$2.93K | 0.34% | 34 |
|
|
2025
Q4 | $1.86M | Sell |
3,837
-173
| -4% | -$86.7K | 0.45% | 28 |
|
|
2025
Q3 | $2.08M | Sell |
4,010
-19,853
| -83% | -$10.1M | 0.54% | 27 |
|
|
2025
Q2 | $11.9M | Sell |
23,863
-124
| -0.5% | -$53.8K | 3.35% | 8 |
|
|
2025
Q1 | $9M | Sell |
23,987
-20
| -0.1% | -$8.15K | 2.81% | 10 |
|
|
2024
Q4 | $10.1M | Sell |
24,007
-2,496
| -9% | -$1.06M | 3.16% | 8 |
|
|
2024
Q3 | $11.4M | Buy |
26,503
+70
| +0.3% | +$29.9K | 3.56% | 8 |
|
|
2024
Q2 | $11.8M | Sell |
26,433
-215
| -0.8% | -$90.8K | 4.06% | 8 |
|
|
2024
Q1 | $11.2M | Buy |
26,648
+1
| +0% | +$405 | 3.96% | 8 |
|
|
2023
Q4 | $10M | Buy |
26,647
+258
| +1% | +$91.8K | 3.79% | 8 |
|
|
2023
Q3 | $8.33M | Buy |
26,389
+120
| +0.5% | +$39.7K | 3.63% | 8 |
|
|
2023
Q2 | $8.95M | Buy |
26,269
+10
| +0% | +$3.13K | 3.82% | 8 |
|
|
2023
Q1 | $7.57M | Buy |
26,259
+7
| +0% | +$1.79K | 3.5% | 8 |
|
|
2022
Q4 | $6.3M | Buy |
26,252
+174
| +0.7% | +$41.8K | 3.28% | 8 |
|
|
2022
Q3 | $6.07M | Hold |
26,078
| – | – | 3.54% | 8 |
|
|
2022
Q2 | $6.7M | Buy |
26,078
+376
| +1% | +$102K | 3.86% | 8 |
|
|
2022
Q1 | $7.92M | Sell |
25,702
-928
| -3% | -$279K | 4.86% | 6 |
|
|
2021
Q4 | $6.18M | Sell |
26,630
-141
| -0.5% | -$45.7K | 4.85% | 6 |
|
|
2021
Q3 | $7.55M | Hold |
26,771
| – | – | 4.49% | 7 |
|
|
2021
Q2 | $7.25M | Sell |
26,771
-95
| -0.4% | -$24.1K | 4.77% | 6 |
|
|
2021
Q1 | $6.33M | Buy |
26,866
+655
| +2% | +$152K | 4.57% | 6 |
|
|
2020
Q4 | $5.83M | Sell |
26,211
-235
| -0.9% | -$50.5K | 4.58% | 6 |
|
|
2020
Q3 | $5.56M | Sell |
26,446
-1,077
| -4% | -$226K | 5.1% | 6 |
|
|
2020
Q2 | $5.7M | Sell |
27,523
-327
| -1% | -$59.4K | 5.5% | 6 |
|
|
2020
Q1 | $4.79M | Buy |
27,850
+17
| +0.1% | +$2.8K | 5.13% | 6 |
|
|
2019
Q4 | $4.54M | Sell |
27,833
-210
| -0.7% | -$30.9K | 4.44% | 7 |
|
|
2019
Q3 | $3.91M | Buy |
28,043
+2
| +0% | +$275 | 4.16% | 7 |
|
|
2019
Q2 | $3.86M | Sell |
28,041
-98
| -0.3% | -$12.4K | 4.05% | 6 |
|
|
2019
Q1 | $3.67M | Buy |
28,139
+2
| +0% | +$218 | 3.94% | 6 |
|
|
2018
Q4 | $2.96M | Buy |
+28,137
| New | +$3.01M | 3.57% | 9 |
|
Other funds holding MSFT
Hurlow Wealth Management Group's MSFT Position: Q2 2026 in Review
Hurlow Wealth Management Group increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $53.8K and bringing the position to 3,963 shares worth $1.48M. The position accounts for 0.31% of the portfolio, ranked #34.
Hurlow Wealth Management Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.9M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Hurlow Wealth Management Group held 3,963 shares of Microsoft worth $1.48M as of Q2 2026.
- Hurlow Wealth Management Group bought 133 Microsoft shares in Q2 2026, an estimated $53.8K.
- Microsoft made up 0.31% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #34 holding.
- Hurlow Wealth Management Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Hurlow Wealth Management Group's Microsoft position peaked at $11.9M in Q2 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.