Inlet Private Wealth’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 | $14.1M | Sell |
37,772
-513
| -1% | -$208K | 3.43% | 2 |
|
|
2026
Q1 | $14.2M | Sell |
38,285
-910
| -2% | -$381K | 3.62% | 3 |
|
|
2025
Q4 | $19M | Sell |
39,195
-395
| -1% | -$198K | 4.4% | 2 |
|
|
2025
Q3 | $20.5M | Buy |
39,590
+225
| +0.6% | +$115K | 4.63% | 2 |
|
|
2025
Q2 | $19.6M | Sell |
39,365
-130
| -0.3% | -$56.5K | 4.81% | 1 |
|
|
2025
Q1 | $14.8M | Sell |
39,495
-175
| -0.4% | -$71.3K | 3.85% | 4 |
|
|
2024
Q4 | $16.7M | Sell |
39,670
-236
| -0.6% | -$101K | 4.42% | 2 |
|
|
2024
Q3 | $17.2M | Sell |
39,906
-188
| -0.5% | -$80.4K | 4.36% | 2 |
|
|
2024
Q2 | $17.9M | Buy |
40,094
+1,066
| +3% | +$450K | 4.9% | 2 |
|
|
2024
Q1 | $16.4M | Sell |
39,028
-200
| -0.5% | -$81K | 4.59% | 1 |
|
|
2023
Q4 | $14.8M | Sell |
39,228
-448
| -1% | -$159K | 4.52% | 2 |
|
|
2023
Q3 | $12.5M | Sell |
39,676
-1,958
| -5% | -$647K | 4.12% | 2 |
|
|
2023
Q2 | $14.2M | Sell |
41,634
-983
| -2% | -$308K | 3.58% | 3 |
|
|
2023
Q1 | $12.3M | Sell |
42,617
-600
| -1% | -$153K | 3.2% | 3 |
|
|
2022
Q4 | $10.4M | Sell |
43,217
-9
| -0% | -$2.16K | 2.66% | 5 |
|
|
2022
Q3 | $10.1M | Sell |
43,226
-199
| -0.5% | -$52.5K | 3% | 3 |
|
|
2022
Q2 | $11.2M | Sell |
43,425
-79
| -0.2% | -$21.4K | 3.18% | 3 |
|
|
2022
Q1 | $13.4M | Sell |
43,504
-1,258
| -3% | -$378K | 3.35% | 3 |
|
|
2021
Q4 | $15.1M | Sell |
44,762
-199
| -0.4% | -$64.5K | 3.65% | 3 |
|
|
2021
Q3 | $12.7M | Sell |
44,961
-100
| -0.2% | -$29.1K | 3.4% | 3 |
|
|
2021
Q2 | $12.2M | Sell |
45,061
-449
| -1% | -$114K | 3.2% | 3 |
|
|
2021
Q1 | $10.7M | Sell |
45,510
-299
| -0.7% | -$69.4K | 3.07% | 3 |
|
|
2020
Q4 | $10.2M | Sell |
45,809
-267
| -0.6% | -$57.4K | 3.33% | 3 |
|
|
2020
Q3 | $9.69M | Sell |
46,076
-821
| -2% | -$172K | 3.78% | 3 |
|
|
2020
Q2 | $9.54M | Hold |
46,897
| – | – | 3.81% | 3 |
|
|
2020
Q1 | $7.4M | Sell |
46,897
-450
| -1% | -$74K | 3.43% | 3 |
|
|
2019
Q4 | $7.47M | Buy |
47,347
+55
| +0.1% | +$8.08K | 2.47% | 5 |
|
|
2019
Q3 | $6.58M | Sell |
47,292
-629
| -1% | -$86.5K | 2.43% | 5 |
|
|
2019
Q2 | $6.66M | Buy |
47,921
+6,201
| +15% | +$787K | 2.39% | 4 |
|
|
2019
Q1 | $4.92M | Buy |
41,720
+5,793
| +16% | +$632K | 1.98% | 7 |
|
|
2018
Q4 | $3.65M | Buy |
+35,927
| New | +$3.85M | 1.96% | 7 |
|
Other funds holding MSFT
Inlet Private Wealth's MSFT Position: Q2 2026 in Review
Inlet Private Wealth reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $208K and leaving 37,772 shares worth $14.1M. The position accounts for 3.43% of the portfolio, ranked #2.
Inlet Private Wealth first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.5M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Inlet Private Wealth held 37,772 shares of Microsoft worth $14.1M as of Q2 2026.
- Inlet Private Wealth sold 513 Microsoft shares in Q2 2026, an estimated $208K.
- Microsoft made up 3.43% of Inlet Private Wealth's portfolio in Q2 2026, its #2 holding.
- Inlet Private Wealth first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Inlet Private Wealth's Microsoft position peaked at $20.5M in Q3 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.