Marsico 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 | $143M | Sell |
385,858
-133,851
| -26% | -$56M | 4.2% | 9 |
|
|
2025
Q4 | $251M | Sell |
519,709
-4,287
| -0.8% | -$2.15M | 7% | 1 |
|
|
2025
Q3 | $271M | Sell |
523,996
-31,096
| -6% | -$15.9M | 6.96% | 1 |
|
|
2025
Q2 | $276M | Buy |
555,092
+45,736
| +9% | +$19.9M | 7.49% | 2 |
|
|
2025
Q1 | $191M | Sell |
509,356
-187,148
| -27% | -$76.3M | 6.56% | 3 |
|
|
2024
Q4 | $294M | Sell |
696,504
-21,291
| -3% | -$9.07M | 7.98% | 2 |
|
|
2024
Q3 | $309M | Buy |
717,795
+19,559
| +3% | +$8.36M | 8.63% | 1 |
|
|
2024
Q2 | $312M | Buy |
698,236
+21,156
| +3% | +$8.93M | 9.33% | 1 |
|
|
2024
Q1 | $285M | Hold |
677,080
| – | – | 9.36% | 1 |
|
|
2023
Q4 | $255M | Sell |
677,080
-38,744
| -5% | -$13.8M | 9.97% | 1 |
|
|
2023
Q3 | $226M | Hold |
715,824
| – | – | 9.68% | 1 |
|
|
2023
Q2 | $244M | Buy |
715,824
+141,067
| +25% | +$44.2M | 9.72% | 1 |
|
|
2023
Q1 | $166M | Sell |
574,757
-27,909
| -5% | -$7.12M | 7.76% | 1 |
|
|
2022
Q4 | $145M | Sell |
602,666
-151,086
| -20% | -$36.3M | 7.48% | 1 |
|
|
2022
Q3 | $176M | Buy |
753,752
+77,188
| +11% | +$20.4M | 9.44% | 2 |
|
|
2022
Q2 | $174M | Sell |
676,564
-30,249
| -4% | -$8.21M | 8.48% | 1 |
|
|
2022
Q1 | $218M | Sell |
706,813
-39,756
| -5% | -$12M | 7.6% | 2 |
|
|
2021
Q4 | $251M | Buy |
746,569
+16,183
| +2% | +$5.25M | 7.32% | 1 |
|
|
2021
Q3 | $206M | Sell |
730,386
-326,823
| -31% | -$95.1M | 6.31% | 2 |
|
|
2021
Q2 | $286M | Sell |
1,057,209
-137,071
| -11% | -$34.8M | 7.09% | 3 |
|
|
2021
Q1 | $282M | Buy |
1,194,280
+50,349
| +4% | +$11.7M | 7.34% | 2 |
|
|
2020
Q4 | $254M | Sell |
1,143,931
-25,362
| -2% | -$5.45M | 6.59% | 2 |
|
|
2020
Q3 | $246M | Sell |
1,169,293
-2,196
| -0.2% | -$461K | 6.82% | 2 |
|
|
2020
Q2 | $238M | Sell |
1,171,489
-22,608
| -2% | -$4.1M | 7.5% | 2 |
|
|
2020
Q1 | $188M | Buy |
1,194,097
+402,851
| +51% | +$66.2M | 8.09% | 2 |
|
|
2019
Q4 | $125M | Sell |
791,246
-30,955
| -4% | -$4.55M | 4.45% | 9 |
|
|
2019
Q3 | $114M | Buy |
822,201
+161,663
| +24% | +$22.2M | 4.46% | 9 |
|
|
2019
Q2 | $88.5M | Buy |
660,538
+8,417
| +1% | +$1.07M | 3.16% | 12 |
|
|
2019
Q1 | $76.9M | Buy |
652,121
+1,994
| +0.3% | +$218K | 2.77% | 13 |
|
|
2018
Q4 | $66M | Buy |
650,127
+401,870
| +162% | +$43M | 2.79% | 11 |
|
|
2018
Q3 | $28.4M | Buy |
248,257
+79,629
| +47% | +$8.63M | 0.96% | 23 |
|
|
2018
Q2 | $16.6M | Sell |
168,628
-12,947
| -7% | -$1.25M | 0.6% | 25 |
|
|
2018
Q1 | $16.6M | Buy |
181,575
+102,993
| +131% | +$9.42M | 0.62% | 27 |
|
|
2017
Q4 | $6.72M | Buy |
78,582
+42,016
| +115% | +$3.45M | 0.27% | 43 |
|
|
2017
Q3 | $2.72M | Hold |
36,566
| – | – | 0.11% | 79 |
|
|
2017
Q2 | $2.52M | Buy |
+36,566
| New | +$2.51M | 0.11% | 88 |
|
Other funds holding MSFT
VCM
VPM
