Linscomb 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
$31.1M Sell
83,351
-4,971
-6% -$2.01M 1.35% 15
2026
Q1
$32.7M Sell
88,322
-17,417
-16% -$7.29M 1.45% 12
2025
Q4
$51.1M Sell
105,739
-1,272
-1% -$637K 2.15% 7
2025
Q3
$55.4M Buy
107,011
+2,011
+2% +$1.03M 2.39% 7
2025
Q2
$52.2M Buy
105,000
+483
+0.5% +$210K 2.4% 7
2025
Q1
$39.2M Sell
104,517
-6,442
-6% -$2.63M 1.95% 9
2024
Q4
$46.8M Buy
110,959
+4,293
+4% +$1.83M 2.33% 7
2024
Q3
$45.9M Sell
106,666
-2,656
-2% -$1.14M 2.28% 8
2024
Q2
$48.9M Buy
109,322
+723
+0.7% +$305K 2.53% 7
2024
Q1
$45.7M Sell
108,599
-2,655
-2% -$1.07M 2.35% 8
2023
Q4
$41.8M Sell
111,254
-3,343
-3% -$1.19M 2.3% 8
2023
Q3
$36.2M Sell
114,597
-5,593
-5% -$1.85M 2.12% 10
2023
Q2
$40.9M Sell
120,190
-4,158
-3% -$1.3M 2.21% 10
2023
Q1
$35.8M Sell
124,348
-3,984
-3% -$1.02M 1.88% 11
2022
Q4
$30.8M Buy
128,332
+1,912
+2% +$459K 1.56% 11
2022
Q3
$29.4M Sell
126,420
-761
-0.6% -$201K 1.79% 11
2022
Q2
$32.7M Sell
127,181
-3,899
-3% -$1.06M 1.87% 11
2022
Q1
$40.4M Buy
131,080
+497
+0.4% +$150K 1.93% 10
2021
Q4
$43.9M Sell
130,583
-838
-0.6% -$272K 2.1% 10
2021
Q3
$37M Sell
131,421
-580
-0.4% -$169K 1.91% 10
2021
Q2
$35.8M Buy
132,001
+1,212
+0.9% +$308K 1.83% 10
2021
Q1
$30.8M Sell
130,789
-596
-0.5% -$138K 1.68% 11
2020
Q4
$29.2M Sell
131,385
-4,059
-3% -$873K 1.75% 10
2020
Q3
$28.5M Sell
135,444
-282
-0.2% -$59.2K 1.96% 10
2020
Q2
$27.6M Buy
135,726
+10,930
+9% +$1.98M 2.02% 10
2020
Q1
$19.7M Buy
124,796
+2,196
+2% +$361K 1.74% 9
2019
Q4
$19.3M Buy
122,600
+616
+0.5% +$90.5K 1.26% 10
2019
Q3
$17M Buy
121,984
+588
+0.5% +$80.9K 1.36% 10
2019
Q2
$16.3M Sell
121,396
-1,163
-0.9% -$148K 1.33% 10
2019
Q1
$14.5M Sell
122,559
-518
-0.4% -$56.5K 1.22% 10
2018
Q4
$12.5M Sell
123,077
-3,176
-3% -$340K 1.18% 11
2018
Q3
$14.4M Sell
126,253
-253
-0.2% -$27.4K 1.19% 10
2018
Q2
$12.5M Sell
126,506
-207
-0.2% -$20.1K 1.06% 14
2018
Q1
$11.6M Sell
126,713
-4,783
-4% -$437K 0.98% 16
2017
Q4
$11.2M Buy
131,496
+1,562
+1% +$128K 0.92% 16
2017
Q3
$9.68M Buy
129,934
+2,370
+2% +$173K 0.83% 18
2017
Q2
$8.79M Sell
127,564
-3,980
-3% -$273K 0.79% 17
2017
Q1
$8.66M Buy
131,544
+3,272
+3% +$210K 0.78% 18
2016
Q4
$7.97M Buy
128,272
+1,436
+1% +$86.4K 0.74% 19
2016
Q3
$7.31M Buy
126,836
+3,822
+3% +$216K 0.71% 19
2016
Q2
$6.29M Sell
123,014
-7,570
-6% -$393K 0.63% 20
2016
Q1
$7.21M Buy
130,584
+245
+0.2% +$12.8K 0.78% 17
2015
Q4
$7.23M Sell
130,339
-1,151
-0.9% -$60.6K 0.82% 17
2015
Q3
$5.82M Buy
131,490
+27
+0% +$1.21K 0.68% 21
2015
Q2
$5.8M Buy
131,463
+40,860
+45% +$1.86M 0.63% 23
2015
Q1
$3.68M Buy
90,603
+1,755
+2% +$76.4K 0.4% 36
2014
Q4
$4.13M Buy
88,848
+885
+1% +$41.5K 0.46% 35
2014
Q3
$4.08M Buy
87,963
+1,723
+2% +$76.9K 0.45% 33
2014
Q2
$3.6M Buy
86,240
+3,358
+4% +$136K 0.38% 38
2014
Q1
$3.4M Buy
82,882
+9,258
+13% +$348K 0.37% 39
2013
Q4
$2.75M Buy
73,624
+3,722
+5% +$135K 0.34% 45
2013
Q3
$2.33M Buy
69,902
+2,011
+3% +$66.2K 0.31% 47
2013
Q2
$2.35M Buy
+67,891
New +$2.22M 0.32% 44

Other funds holding MSFT

Linscomb Wealth's MSFT Position: Q2 2026 in Review

Linscomb Wealth reduced its Microsoft (MSFT) stake by 5.6% in Q2 2026, selling an estimated $2.01M and leaving 83,351 shares worth $31.1M. The position accounts for 1.35% of the portfolio, ranked #15.

Linscomb Wealth first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.4M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Linscomb Wealth held 83,351 shares of Microsoft worth $31.1M as of Q2 2026.
  • Linscomb Wealth sold 4,971 Microsoft shares in Q2 2026, an estimated $2.01M.
  • Microsoft made up 1.35% of Linscomb Wealth's portfolio in Q2 2026, its #15 holding.
  • Linscomb Wealth first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Linscomb Wealth's Microsoft position peaked at $55.4M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.