Mengis 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
$23.6M Buy
63,845
+1,310
+2% +$548K 4.07% 2
2025
Q4
$30.2M Buy
62,535
+3,580
+6% +$1.79M 5.35% 2
2025
Q3
$30.5M Sell
58,955
-376
-0.6% -$192K 6% 2
2025
Q2
$29.5M Sell
59,331
-7,435
-11% -$3.23M 6.27% 1
2025
Q1
$25.1M Sell
66,766
-3,860
-5% -$1.57M 5.23% 2
2024
Q4
$29.8M Sell
70,626
-9,825
-12% -$4.18M 6.08% 2
2024
Q3
$34.6M Sell
80,451
-873
-1% -$373K 6.81% 2
2024
Q2
$36.3M Sell
81,324
-77,582
-49% -$32.8M 7.37% 2
2024
Q1
$66.9M Buy
158,906
+62,657
+65% +$25.4M 10.31% 1
2023
Q4
$36.2M Sell
96,249
-290
-0.3% -$103K 6.78% 3
2023
Q3
$30.5M Sell
96,539
-190
-0.2% -$62.8K 6.34% 3
2023
Q2
$32.9M Sell
96,729
-1,544
-2% -$484K 6.57% 3
2023
Q1
$28.3M Sell
98,273
-1,488
-1% -$380K 5.97% 3
2022
Q4
$23.9M Sell
99,761
-452
-0.5% -$108K 5.22% 3
2022
Q3
$23.3M Sell
100,213
-2,757
-3% -$728K 5.53% 3
2022
Q2
$26.4M Buy
102,970
+451
+0.4% +$122K 5.81% 2
2022
Q1
$31.6M Sell
102,519
-2,848
-3% -$857K 6.06% 2
2021
Q4
$35.4M Sell
105,367
-1,703
-2% -$552K 6.65% 2
2021
Q3
$30.2M Sell
107,070
-1,949
-2% -$567K 6.34% 2
2021
Q2
$29.5M Buy
109,019
+726
+0.7% +$185K 6.12% 2
2021
Q1
$25.5M Buy
108,293
+1,087
+1% +$252K 5.66% 3
2020
Q4
$23.8M Sell
107,206
-95
-0.1% -$20.4K 5.79% 3
2020
Q3
$22.6M Sell
107,301
-2,493
-2% -$524K 6.19% 3
2020
Q2
$22.3M Sell
109,794
-548
-0.5% -$99.5K 6.64% 2
2020
Q1
$17.4M Buy
110,342
+507
+0.5% +$83.4K 5.95% 3
2019
Q4
$17.3M Sell
109,835
-241
-0.2% -$35.4K 4.77% 3
2019
Q3
$15.3M Sell
110,076
-229
-0.2% -$31.5K 4.56% 3
2019
Q2
$14.8M Buy
110,305
+44,504
+68% +$5.65M 4.52% 3
2019
Q1
$7.76M Sell
65,801
-1,152
-2% -$126K 4.33% 2
2018
Q4
$6.8M Sell
66,953
-876
-1% -$93.8K 4.31% 1
2018
Q3
$7.76M Buy
67,829
+301
+0.4% +$32.6K 4.26% 2
2018
Q2
$6.66M Sell
67,528
-148
-0.2% -$14.3K 3.94% 2
2018
Q1
$6.18M Buy
67,676
+1,751
+3% +$160K 3.69% 3
2017
Q4
$5.64M Buy
65,925
+443
+0.7% +$36.3K 3.42% 5
2017
Q3
$4.88M Sell
65,482
-1,125
-2% -$82.2K 3.27% 3
2017
Q2
$4.59M Buy
66,607
+1,150
+2% +$78.9K 3.25% 3
2017
Q1
$4.31M Sell
65,457
-1,100
-2% -$70.5K 3.16% 2
2016
Q4
$4.13M Buy
66,557
+829
+1% +$49.9K 3.29% 2
2016
Q3
$3.79M Sell
65,728
-900
-1% -$50.8K 3.15% 3
2016
Q2
$3.41M Buy
66,628
+7,400
+12% +$385K 3.01% 5
2016
Q1
$3.27M Sell
59,228
-3,056
-5% -$160K 3.02% 6
2015
Q4
$3.46M Buy
62,284
+6,343
+11% +$334K 3.01% 3
2015
Q3
$2.48M Buy
55,941
+1,702
+3% +$76.4K 2.31% 11
2015
Q2
$2.39M Buy
54,239
+1,752
+3% +$79.9K 2% 15
2015
Q1
$2.13M Buy
52,487
+5,052
+11% +$220K 1.86% 17
2014
Q4
$2.2M Buy
+47,435
New +$2.23M 2.13% 14

Other funds holding MSFT

Mengis Capital Management's MSFT Position: Q1 2026 in Review

Mengis Capital Management increased its Microsoft (MSFT) stake by 2.1% in Q1 2026, buying an estimated $548K and bringing the position to 63,845 shares worth $23.6M. The position accounts for 4.07% of the portfolio, ranked #2.

Mengis Capital Management first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $66.9M in Q1 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mengis Capital Management held 63,845 shares of Microsoft worth $23.6M as of Q1 2026.
  • Mengis Capital Management bought 1,310 Microsoft shares in Q1 2026, an estimated $548K.
  • Microsoft made up 4.07% of Mengis Capital Management's portfolio in Q1 2026, its #2 holding.
  • Mengis Capital Management first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
  • Mengis Capital Management's Microsoft position peaked at $66.9M in Q1 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mengis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.