Leavell Investment 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
Q2
$32.6M Sell
87,273
-217
-0.2% -$87.8K 1.19% 14
2026
Q1
$32.4M Sell
87,490
-1,554
-2% -$650K 1.33% 11
2025
Q4
$43.1M Sell
89,044
-2,232
-2% -$1.12M 1.79% 6
2025
Q3
$47.3M Sell
91,276
-2,533
-3% -$1.29M 1.99% 6
2025
Q2
$46.7M Sell
93,809
-28
-0% -$12.2K 2.09% 5
2025
Q1
$35.2M Buy
93,837
+696
+0.7% +$284K 1.74% 6
2024
Q4
$39.3M Buy
93,141
+1,899
+2% +$809K 1.92% 6
2024
Q3
$39.3M Buy
91,242
+4,257
+5% +$1.82M 1.96% 5
2024
Q2
$38.9M Buy
86,985
+2,660
+3% +$1.12M 2.15% 5
2024
Q1
$35.5M Buy
84,325
+442
+0.5% +$179K 2.05% 5
2023
Q4
$31.5M Sell
83,883
-1,046
-1% -$372K 2.01% 5
2023
Q3
$26.8M Sell
84,929
-255
-0.3% -$84.3K 1.88% 5
2023
Q2
$29M Buy
85,184
+1,038
+1% +$325K 1.97% 5
2023
Q1
$24.3M Buy
84,146
+33
+0% +$8.42K 1.73% 5
2022
Q4
$20.2M Sell
84,113
-6,664
-7% -$1.6M 1.51% 7
2022
Q3
$21.1M Sell
90,777
-678
-0.7% -$179K 1.68% 5
2022
Q2
$23.5M Buy
91,455
+2,100
+2% +$570K 1.8% 5
2022
Q1
$27.5M Sell
89,355
-793
-0.9% -$239K 1.89% 6
2021
Q4
$30.3M Sell
90,148
-156
-0.2% -$50.6K 2.02% 6
2021
Q3
$25.5M Sell
90,304
-271
-0.3% -$78.8K 1.9% 6
2021
Q2
$21.4M Hold
90,575
1.74% 6
2021
Q1
$21.4M Sell
90,575
-1,359
-1% -$315K 1.74% 6
2020
Q4
$20.4M Buy
91,934
+1,201
+1% +$258K 1.77% 6
2020
Q3
$19.1M Sell
90,733
-208
-0.2% -$43.7K 1.66% 11
2020
Q2
$18.5M Buy
90,941
+1,147
+1% +$208K 1.8% 7
2020
Q1
$14.2M Sell
89,794
-287
-0.3% -$47.2K 1.64% 11
2019
Q4
$14.2M Buy
90,081
+1,264
+1% +$186K 1.33% 16
2019
Q3
$12.3M Buy
88,817
+563
+0.6% +$77.4K 1.27% 17
2019
Q2
$11.8M Sell
88,254
-360
-0.4% -$45.7K 1.24% 18
2019
Q1
$10.5M Sell
88,614
-510
-0.6% -$55.6K 1.17% 18
2018
Q4
$9.05M Buy
89,124
+300
+0.3% +$32.1K 1.14% 18
2018
Q3
$10.2M Buy
88,824
+966
+1% +$105K 1.09% 19
2018
Q2
$8.66M Buy
87,858
+585
+0.7% +$56.7K 0.98% 25
2018
Q1
$7.96M Buy
87,273
+800
+0.9% +$73.2K 0.93% 26
2017
Q4
$7.4M Sell
86,473
-1,000
-1% -$82K 0.87% 26
2017
Q3
$6.52M Sell
87,473
-206
-0.2% -$15K 0.8% 28
2017
Q2
$6.04M Sell
87,679
-1,813
-2% -$124K 0.77% 29
2017
Q1
$5.89M Buy
89,492
+5,581
+7% +$358K 0.76% 31
2016
Q4
$5.21M Sell
83,911
-782
-0.9% -$47K 0.72% 27
2016
Q3
$4.88M Buy
84,693
+7,746
+10% +$437K 0.72% 32
2016
Q2
$3.94M Buy
76,947
+13,147
+21% +$683K 0.58% 45
2016
Q1
$3.52M Buy
63,800
+10,300
+19% +$540K 0.53% 51
2015
Q4
$2.97M Buy
53,500
+20,684
+63% +$1.09M 0.44% 61
2015
Q3
$1.45M Buy
32,816
+1,107
+3% +$49.7K 0.23% 122
2015
Q2
$1.4M Buy
31,709
+400
+1% +$18.3K 0.22% 135
2015
Q1
$1.27M Buy
31,309
+500
+2% +$21.8K 0.19% 147
2014
Q4
$1.43M Sell
30,809
-913
-3% -$42.9K 0.22% 132
2014
Q3
$1.47M Buy
31,722
+1,714
+6% +$76.5K 0.23% 124
2014
Q2
$1.25M Sell
30,008
-250
-0.8% -$10.1K 0.2% 147
2014
Q1
$1.24M Buy
30,258
+1,450
+5% +$54.4K 0.21% 140
2013
Q4
$1.08M Buy
28,808
+1,919
+7% +$69.7K 0.18% 151
2013
Q3
$895K Sell
26,889
-625
-2% -$20.6K 0.16% 154
2013
Q2
$950K Buy
+27,514
New +$901K 0.18% 150

Other funds holding MSFT

Leavell Investment Management's MSFT Position: Q2 2026 in Review

Leavell Investment Management reduced its Microsoft (MSFT) stake by 0.25% in Q2 2026, selling an estimated $87.8K and leaving 87,273 shares worth $32.6M. The position accounts for 1.19% of the portfolio, ranked #14.

Leavell Investment Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.3M in Q3 2025. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Leavell Investment Management held 87,273 shares of Microsoft worth $32.6M as of Q2 2026.
  • Leavell Investment Management sold 217 Microsoft shares in Q2 2026, an estimated $87.8K.
  • Microsoft made up 1.19% of Leavell Investment Management's portfolio in Q2 2026, its #14 holding.
  • Leavell Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Microsoft position peaked at $47.3M in Q3 2025.
  • 6,191 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.