Montag & Caldwell’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.6M Sell
39,374
-1,194
-3% -$519K 4.29% 2
2025
Q1
$15.2M Sell
40,568
-14,911
-27% -$6.08M 3.53% 7
2024
Q4
$23.4M Sell
55,479
-15,793
-22% -$6.73M 4.99% 4
2024
Q3
$30.7M Sell
71,272
-7,388
-9% -$3.16M 6.23% 1
2024
Q2
$35.2M Sell
78,660
-22,385
-22% -$9.45M 7.1% 1
2024
Q1
$42.5M Sell
101,045
-3,223
-3% -$1.3M 7.33% 1
2023
Q4
$39.2M Sell
104,268
-59,124
-36% -$21M 6.84% 1
2023
Q3
$51.6M Sell
163,392
-1,704
-1% -$563K 6.62% 1
2023
Q2
$56.2M Sell
165,096
-1,168
-0.7% -$366K 6.86% 1
2023
Q1
$47.9M Sell
166,264
-2,426
-1% -$619K 6.44% 1
2022
Q4
$40.5M Sell
168,690
-3,785
-2% -$908K 5.87% 1
2022
Q3
$40.2M Sell
172,475
-1,914
-1% -$505K 5.97% 1
2022
Q2
$44.8M Sell
174,389
-10,783
-6% -$2.93M 6.5% 1
2022
Q1
$57.1M Sell
185,172
-2,996
-2% -$901K 6.36% 2
2021
Q4
$63.3M Sell
188,168
-22,480
-11% -$7.29M 6.1% 2
2021
Q3
$59.4M Buy
210,648
+181
+0.1% +$52.7K 5.48% 2
2021
Q2
$57M Buy
210,467
+31,760
+18% +$8.07M 5.14% 3
2021
Q1
$42.1M Sell
178,707
-231,892
-56% -$53.8M 3.85% 8
2020
Q4
$91.1M Sell
410,599
-3,100
-0.7% -$667K 5.03% 1
2020
Q3
$87M Sell
413,699
-68,671
-14% -$14.4M 5.29% 1
2020
Q2
$98.2M Sell
482,370
-99,740
-17% -$18.1M 6.5% 1
2020
Q1
$91.8M Sell
582,110
-137,750
-19% -$22.7M 6.1% 1
2019
Q4
$114M Sell
719,860
-33,870
-4% -$4.98M 5.42% 1
2019
Q3
$105M Sell
753,730
-13,168
-2% -$1.81M 5.39% 1
2019
Q2
$103M Sell
766,898
-39,224
-5% -$4.98M 5.28% 1
2019
Q1
$95.1M Sell
806,122
-73,184
-8% -$7.98M 4.96% 1
2018
Q4
$89.3M Sell
879,306
-226,197
-20% -$24.2M 4.88% 2
2018
Q3
$126M Sell
1,105,503
-55,183
-5% -$5.98M 4.93% 1
2018
Q2
$114M Sell
1,160,686
-181,051
-13% -$17.5M 4.56% 3
2018
Q1
$122M Sell
1,341,737
-385,390
-22% -$35.2M 4.45% 5
2017
Q4
$148M Sell
1,727,127
-182,657
-10% -$15M 4.65% 3
2017
Q3
$142M Sell
1,909,784
-409,721
-18% -$29.9M 4.38% 5
2017
Q2
$160M Sell
2,319,505
-199,355
-8% -$13.7M 4.71% 2
2017
Q1
$166M Sell
2,518,860
-231,688
-8% -$14.8M 4.75% 4
2016
Q4
$171M Buy
2,750,548
+2,744,638
+46,441% +$165M 4.13% 9
2016
Q3
$340K Hold
5,910
0.01% 85
2016
Q2
$302K Sell
5,910
-2,521,522
-100% -$131M 0.01% 91
2016
Q1
$140M Buy
2,527,432
+2,521,272
+40,930% +$132M 2.56% 19
2015
Q4
$342K Hold
6,160
0.01% 90
2015
Q3
$273K Hold
6,160
﹤0.01% 92
2015
Q2
$272K Sell
6,160
-12,250
-67% -$559K ﹤0.01% 96
2015
Q1
$748K Hold
18,410
0.01% 73
2014
Q4
$855K Sell
18,410
-1,060
-5% -$49.8K 0.01% 61
2014
Q3
$903K Sell
19,470
-260
-1% -$11.6K 0.01% 52
2014
Q2
$823K Hold
19,730
0.01% 79
2014
Q1
$809K Sell
19,730
-20
-0.1% -$751 0.01% 82
2013
Q4
$739K Buy
19,750
+630
+3% +$22.9K 0.01% 83
2013
Q3
$636K Sell
19,120
-50
-0.3% -$1.65K ﹤0.01% 89
2013
Q2
$662K Buy
+19,170
New +$628K 0.01% 80

Other funds holding MSFT

Montag & Caldwell's MSFT Position: Q2 2025 in Review

Montag & Caldwell reduced its Microsoft (MSFT) stake by 2.9% in Q2 2025, selling an estimated $519K and leaving 39,374 shares worth $19.6M. The position accounts for 4.29% of the portfolio, ranked #2.

Montag & Caldwell first reported a position in MSFT in Q2 2013 and has held it in 49 quarters since. The position peaked at $171M in Q4 2016. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Montag & Caldwell held 39,374 shares of Microsoft worth $19.6M as of Q2 2025.
  • Montag & Caldwell sold 1,194 Microsoft shares in Q2 2025, an estimated $519K.
  • Microsoft made up 4.29% of Montag & Caldwell's portfolio in Q2 2025, its #2 holding.
  • Montag & Caldwell first reported a position in Microsoft in Q2 2013 and has held it in 49 quarters since.
  • Montag & Caldwell's Microsoft position peaked at $171M in Q4 2016.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.