Means Investment Company’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 | $37.2M | Sell |
99,637
-4,964
| -5% | -$2.01M | 2.81% | 10 |
|
|
2026
Q1 | $38.7M | Buy |
104,601
+2,910
| +3% | +$1.22M | 3.37% | 8 |
|
|
2025
Q4 | $49.2M | Buy |
101,691
+2,084
| +2% | +$1.04M | 4.14% | 5 |
|
|
2025
Q3 | $51.6M | Sell |
99,607
-1,042
| -1% | -$532K | 4.47% | 5 |
|
|
2025
Q2 | $50.1M | Buy |
100,649
+425
| +0.4% | +$185K | 4.74% | 5 |
|
|
2025
Q1 | $37.6M | Sell |
100,224
-5,421
| -5% | -$2.21M | 4% | 5 |
|
|
2024
Q4 | $44.5M | Buy |
105,645
+911
| +0.9% | +$388K | 4.64% | 6 |
|
|
2024
Q3 | $45.1M | Sell |
104,734
-54
| -0.1% | -$23.1K | 5.01% | 6 |
|
|
2024
Q2 | $46.8M | Sell |
104,788
-1,659
| -2% | -$701K | 5.6% | 5 |
|
|
2024
Q1 | $44.8M | Sell |
106,447
-1,835
| -2% | -$743K | 5.79% | 5 |
|
|
2023
Q4 | $40.7M | Buy |
108,282
+4,447
| +4% | +$1.58M | 5.87% | 5 |
|
|
2023
Q3 | $32.8M | Sell |
103,835
-2,525
| -2% | -$834K | 5.37% | 4 |
|
|
2023
Q2 | $36.2M | Sell |
106,360
-984
| -0.9% | -$308K | 5.73% | 3 |
|
|
2023
Q1 | $30.9M | Sell |
107,344
-434
| -0.4% | -$111K | 5.44% | 3 |
|
|
2022
Q4 | $25.8M | Sell |
107,778
-1,664
| -2% | -$399K | 5.18% | 3 |
|
|
2022
Q3 | $25.5M | Buy |
109,442
+791
| +0.7% | +$209K | 5.53% | 4 |
|
|
2022
Q2 | $27.9M | Buy |
108,651
+2,219
| +2% | +$602K | 5.92% | 3 |
|
|
2022
Q1 | $32.8M | Buy |
106,432
+2,239
| +2% | +$674K | 5.94% | 4 |
|
|
2021
Q4 | $35M | Sell |
104,193
-945
| -0.9% | -$306K | 6.19% | 4 |
|
|
2021
Q3 | $29.6M | Sell |
105,138
-1,148
| -1% | -$334K | 5.85% | 4 |
|
|
2021
Q2 | $28.8M | Buy |
106,286
+2,321
| +2% | +$590K | 5.76% | 4 |
|
|
2021
Q1 | $24.5M | Buy |
103,965
+618
| +0.6% | +$143K | 5.58% | 4 |
|
|
2020
Q4 | $25.3M | Buy |
103,347
+2,367
| +2% | +$509K | 5.76% | 4 |
|
|
2020
Q3 | $22.6M | Buy |
100,980
+21,432
| +27% | +$4.5M | 6.21% | 4 |
|
|
2020
Q2 | $16.2M | Buy |
79,548
+684
| +0.9% | +$124K | 5.07% | 4 |
|
|
2020
Q1 | $13.7M | Buy |
78,864
+1,318
| +2% | +$217K | 5.29% | 4 |
|
|
2019
Q4 | $13M | Buy |
77,546
+1,038
| +1% | +$152K | 4.34% | 4 |
|
|
2019
Q3 | $11.1M | Buy |
76,508
+1,433
| +2% | +$197K | 4.18% | 4 |
|
|
2019
Q2 | $10.2M | Sell |
75,075
-160
| -0.2% | -$20.3K | 4.2% | 4 |
|
|
2019
Q1 | $8.87M | Buy |
75,235
+4,859
| +7% | +$530K | 3.9% | 4 |
|
|
2018
Q4 | $7.15M | Buy |
+70,376
| New | +$7.54M | 3.96% | 4 |
|
Other funds holding MSFT
Means Investment Company's MSFT Position: Q2 2026 in Review
Means Investment Company reduced its Microsoft (MSFT) stake by 4.7% in Q2 2026, selling an estimated $2.01M and leaving 99,637 shares worth $37.2M. The position accounts for 2.81% of the portfolio, ranked #10.
Means Investment Company first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $51.6M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Means Investment Company held 99,637 shares of Microsoft worth $37.2M as of Q2 2026.
- Means Investment Company sold 4,964 Microsoft shares in Q2 2026, an estimated $2.01M.
- Microsoft made up 2.81% of Means Investment Company's portfolio in Q2 2026, its #10 holding.
- Means Investment Company first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's Microsoft position peaked at $51.6M in Q3 2025.
- 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.