Mendel Money 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 | $9.46M | Buy |
25,357
+3,046
| +14% | +$1.23M | 3.46% | 2 |
|
|
2026
Q1 | $8.26M | Buy |
22,311
+1,476
| +7% | +$618K | 3.46% | 1 |
|
|
2025
Q4 | $10.1M | Sell |
20,835
-366
| -2% | -$183K | 4.22% | 1 |
|
|
2025
Q3 | $11M | Sell |
21,201
-260
| -1% | -$133K | 4.62% | 1 |
|
|
2025
Q2 | $10.7M | Sell |
21,461
-783
| -4% | -$340K | 4.73% | 1 |
|
|
2025
Q1 | $8.35M | Buy |
22,244
+77
| +0.3% | +$31.4K | 3.96% | 1 |
|
|
2024
Q4 | $9.34M | Sell |
22,167
-567
| -2% | -$242K | 4.17% | 1 |
|
|
2024
Q3 | $9.78M | Sell |
22,734
-537
| -2% | -$230K | 4.23% | 1 |
|
|
2024
Q2 | $10.4M | Sell |
23,271
-1,192
| -5% | -$503K | 4.87% | 1 |
|
|
2024
Q1 | $10.3M | Sell |
24,463
-2,384
| -9% | -$965K | 4.76% | 1 |
|
|
2023
Q4 | $10.1M | Sell |
26,847
-202
| -0.7% | -$71.9K | 4.85% | 1 |
|
|
2023
Q3 | $8.54M | Buy |
27,049
+430
| +2% | +$142K | 4.58% | 1 |
|
|
2023
Q2 | $9.06M | Sell |
26,619
-1,123
| -4% | -$352K | 4.66% | 1 |
|
|
2023
Q1 | $8M | Sell |
27,742
-1,533
| -5% | -$391K | 4.31% | 1 |
|
|
2022
Q4 | $7.02M | Buy |
29,275
+1,580
| +6% | +$379K | 3.99% | 2 |
|
|
2022
Q3 | $6.45M | Sell |
27,695
-672
| -2% | -$177K | 4.02% | 2 |
|
|
2022
Q2 | $7.29M | Sell |
28,367
-219
| -0.8% | -$59.4K | 4.34% | 1 |
|
|
2022
Q1 | $8.81M | Buy |
28,586
+1,539
| +6% | +$463K | 4.3% | 1 |
|
|
2021
Q4 | $9.1M | Sell |
27,047
-2,633
| -9% | -$854K | 5.24% | 1 |
|
|
2021
Q3 | $8.37M | Sell |
29,680
-65
| -0.2% | -$18.9K | 5.24% | 1 |
|
|
2021
Q2 | $8.06M | Sell |
29,745
-2,279
| -7% | -$579K | 5.07% | 1 |
|
|
2021
Q1 | $7.55M | Sell |
32,024
-1,838
| -5% | -$426K | 4.93% | 1 |
|
|
2020
Q4 | $7.53M | Sell |
33,862
-590
| -2% | -$127K | 5.27% | 1 |
|
|
2020
Q3 | $7.25M | Sell |
34,452
-1,627
| -5% | -$342K | 5.67% | 2 |
|
|
2020
Q2 | $7.34M | Buy |
+36,079
| New | +$6.55M | 6.46% | 1 |
|
|
2019
Q4 | $6.7M | Sell |
42,503
-660
| -2% | -$97K | 5.8% | 1 |
|
|
2019
Q3 | $6M | Sell |
43,163
-2,178
| -5% | -$300K | 5.55% | 1 |
|
|
2019
Q2 | $6.07M | Buy |
+45,341
| New | +$5.76M | 5.81% | 2 |
|
|
2018
Q3 | $6.03M | Buy |
+52,762
| New | +$5.72M | 5.85% | 1 |
|
|
2017
Q4 | $5.14M | Buy |
+60,080
| New | +$4.93M | 4.93% | 2 |
|
Other funds holding MSFT
Mendel Money Management's MSFT Position: Q2 2026 in Review
Mendel Money Management increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $1.23M and bringing the position to 25,357 shares worth $9.46M. The position accounts for 3.46% of the portfolio, ranked #2.
Mendel Money Management first reported a position in MSFT in Q4 2017 and has held it in 30 quarters since. The position peaked at $11M in Q3 2025. 6,236 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Mendel Money Management held 25,357 shares of Microsoft worth $9.46M as of Q2 2026.
- Mendel Money Management bought 3,046 Microsoft shares in Q2 2026, an estimated $1.23M.
- Microsoft made up 3.46% of Mendel Money Management's portfolio in Q2 2026, its #2 holding.
- Mendel Money Management first reported a position in Microsoft in Q4 2017 and has held it in 30 quarters since.
- Mendel Money Management's Microsoft position peaked at $11M in Q3 2025.
- 6,236 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.