Massachusetts Financial Services’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
$10.7B Sell
25,473,981
-1,597,341
-6% -$668M 3.59% 2
2025
Q4
$13.1B Sell
27,071,322
-3,257,332
-11% -$1.63B 4.22% 1
2025
Q3
$15.7B Buy
30,328,654
+229,855
+0.8% +$117M 4.87% 1
2025
Q2
$15B Sell
30,098,799
-939,711
-3% -$408M 4.75% 1
2025
Q1
$11.7B Sell
31,038,510
-1,612,542
-5% -$657M 3.87% 1
2024
Q4
$13.8B Sell
32,651,052
-3,256,523
-9% -$1.39B 4.34% 1
2024
Q3
$15.5B Sell
35,907,575
-1,646,214
-4% -$704M 4.61% 1
2024
Q2
$16.8B Sell
37,553,789
-869,876
-2% -$367M 5.16% 1
2024
Q1
$16.2B Buy
38,423,665
+1,022,306
+3% +$414M 4.83% 1
2023
Q4
$14.1B Sell
37,401,359
-1,136,911
-3% -$405M 4.54% 1
2023
Q3
$12.2B Sell
38,538,270
-798,210
-2% -$264M 4.26% 1
2023
Q2
$13.4B Sell
39,336,480
-264,473
-0.7% -$82.9M 4.4% 1
2023
Q1
$11.4B Sell
39,600,953
-553,545
-1% -$141M 3.91% 1
2022
Q4
$9.63B Sell
40,154,498
-191,048
-0.5% -$45.8M 3.36% 1
2022
Q3
$9.4B Buy
40,345,546
+215,103
+0.5% +$56.8M 3.51% 1
2022
Q2
$10.3B Buy
40,130,443
+939,396
+2% +$255M 3.55% 1
2022
Q1
$12.1B Sell
39,191,047
-292,344
-0.7% -$88M 3.58% 1
2021
Q4
$13.3B Sell
39,483,391
-323,985
-0.8% -$105M 3.64% 1
2021
Q3
$11.2B Sell
39,807,376
-453,356
-1% -$132M 3.28% 1
2021
Q2
$10.9B Sell
40,260,732
-667,386
-2% -$170M 3.18% 1
2021
Q1
$9.65B Sell
40,928,118
-387,909
-0.9% -$90M 2.97% 1
2020
Q4
$9.19B Buy
41,316,027
+378,242
+0.9% +$81.3M 2.95% 1
2020
Q3
$8.61B Buy
40,937,785
+2,427,846
+6% +$510M 3.12% 1
2020
Q2
$7.84B Buy
38,509,939
+2,727,525
+8% +$495M 3.09% 1
2020
Q1
$5.64B Buy
35,782,414
+1,653,657
+5% +$272M 2.69% 1
2019
Q4
$5.38B Buy
34,128,757
+1,316,749
+4% +$193M 2.02% 4
2019
Q3
$4.56B Buy
32,812,008
+746,243
+2% +$103M 1.83% 6
2019
Q2
$4.3B Sell
32,065,765
-834,280
-3% -$106M 1.75% 7
2019
Q1
$3.88B Buy
32,900,045
+576,693
+2% +$62.9M 1.64% 7
2018
Q4
$3.28B Buy
32,323,352
+1,459,357
+5% +$156M 1.58% 9
2018
Q3
$3.53B Sell
30,863,995
-304,531
-1% -$33M 1.45% 9
2018
Q2
$3.07B Buy
31,168,526
+3,328,581
+12% +$323M 1.32% 10
2018
Q1
$2.54B Buy
27,839,945
+3,049,723
+12% +$279M 1.09% 17
2017
Q4
$2.12B Buy
24,790,222
+1,726,699
+7% +$142M 0.89% 30
2017
Q3
$1.72B Buy
23,063,523
+5,227,066
+29% +$382M 0.75% 40
2017
Q2
$1.23B Buy
17,836,457
+667,694
+4% +$45.8M 0.55% 57
2017
Q1
$1.13B Buy
17,168,763
+632,790
+4% +$40.6M 0.53% 55
2016
Q4
$1.03B Buy
16,535,973
+2,719,270
+20% +$164M 0.5% 60
2016
Q3
$796M Sell
13,816,703
-112,730
-0.8% -$6.36M 0.39% 78
2016
Q2
$713M Buy
13,929,433
+1,930,600
+16% +$100M 0.36% 82
2016
Q1
$663M Buy
11,998,833
+3,184,106
+36% +$167M 0.34% 82
2015
Q4
$489M Buy
8,814,727
+6,029,392
+216% +$317M 0.26% 102
2015
Q3
$123M Sell
2,785,335
-642,201
-19% -$28.8M 0.07% 217
2015
Q2
$151M Buy
3,427,536
+22,865
+0.7% +$1.04M 0.08% 205
2015
Q1
$138M Sell
3,404,671
-92,802
-3% -$4.04M 0.07% 213
2014
Q4
$162M Buy
3,497,473
+812,855
+30% +$38.2M 0.08% 203
2014
Q3
$124M Sell
2,684,618
-920,126
-26% -$41M 0.07% 229
2014
Q2
$150M Buy
3,604,744
+344,752
+11% +$14M 0.08% 206
2014
Q1
$134M Buy
3,259,992
+137,607
+4% +$5.17M 0.07% 217
2013
Q4
$117M Buy
3,122,385
+176,707
+6% +$6.42M 0.07% 225
2013
Q3
$98M Sell
2,945,678
-451,702
-13% -$14.9M 0.06% 243
2013
Q2
$117M Buy
+3,397,380
New +$111M 0.08% 211

Other funds holding MSFT

Massachusetts Financial Services's MSFT Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Microsoft (MSFT) stake by 5.9% in Q1 2026, selling an estimated $668M and leaving 25,473,981 shares worth $10.7B. The position accounts for 3.59% of the portfolio, ranked #2.

Massachusetts Financial Services first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.8B in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Massachusetts Financial Services held 25,473,981 shares of Microsoft worth $10.7B as of Q1 2026.
  • Massachusetts Financial Services sold 1,597,341 Microsoft shares in Q1 2026, an estimated $668M.
  • Microsoft made up 3.59% of Massachusetts Financial Services's portfolio in Q1 2026, its #2 holding.
  • Massachusetts Financial Services first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's Microsoft position peaked at $16.8B in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.