Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.6M Buy
66,507
+11,263
+20% +$4.71M 2.28% 5
2025
Q4
$26.7M Sell
55,244
-1,682
-3% -$843K 2.42% 6
2025
Q3
$29.5M Sell
56,926
-300
-0.5% -$153K 2.69% 3
2025
Q2
$30.5M Buy
57,226
+715
+1% +$311K 2.92% 2
2025
Q1
$21.2M Sell
56,511
-1,076
-2% -$439K 2.24% 5
2024
Q4
$24.3M Sell
57,587
-2,317
-4% -$987K 2.49% 4
2024
Q3
$25.8M Sell
59,904
-1,252
-2% -$535K 2.58% 3
2024
Q2
$27.3M Buy
61,156
+216
+0.4% +$91.2K 1.61% 11
2024
Q1
$25.6M Buy
60,940
+756
+1% +$306K 1.53% 11
2023
Q4
$22.6M Sell
60,184
-4,058
-6% -$1.44M 1.45% 11
2023
Q3
$20.3M Sell
64,242
-3,931
-6% -$1.3M 1.39% 11
2023
Q2
$23.2M Sell
68,173
-1,408
-2% -$441K 1.52% 12
2023
Q1
$20.1M Sell
69,581
-3,030
-4% -$773K 1.36% 12
2022
Q4
$17.4M Sell
72,611
-831
-1% -$199K 1.29% 14
2022
Q3
$17.1M Sell
73,442
-252
-0.3% -$66.5K 1.35% 11
2022
Q2
$18.9M Sell
73,694
-1,691
-2% -$459K 1.42% 11
2022
Q1
$23.2M Sell
75,385
-2,419
-3% -$728K 1.51% 9
2021
Q4
$26.2M Sell
77,804
-3,401
-4% -$1.1M 1.62% 9
2021
Q3
$22.9M Sell
81,205
-1,031
-1% -$300K 1.49% 9
2021
Q2
$22.3M Buy
82,236
+2,391
+3% +$608K 1.46% 10
2021
Q1
$18.8M Buy
79,845
+70
+0.1% +$16.2K 1.33% 10
2020
Q4
$17.7M Sell
79,775
-5,391
-6% -$1.16M 1.31% 11
2020
Q3
$17.9M Sell
85,166
-1,199
-1% -$252K 1.43% 11
2020
Q2
$17.6M Sell
86,365
-7,458
-8% -$1.35M 1.51% 10
2020
Q1
$14.8M Sell
93,823
-5,441
-5% -$895K 1.48% 11
2019
Q4
$15.7M Sell
99,264
-1,188
-1% -$175K 1.32% 12
2019
Q3
$14M Sell
100,452
-2,290
-2% -$315K 1.25% 12
2019
Q2
$13.8M Sell
102,742
-1,337
-1% -$170K 1.29% 11
2019
Q1
$12.3M Sell
104,079
-2,966
-3% -$324K 1.23% 15
2018
Q4
$10.9M Sell
107,045
-1,513
-1% -$162K 1.2% 13
2018
Q3
$12.4M Buy
108,558
+239
+0.2% +$25.9K 1.23% 13
2018
Q2
$10.7M Buy
108,319
+42,101
+64% +$4.08M 1.1% 17
2018
Q1
$6.04M Sell
66,218
-7,045
-10% -$644K 0.62% 43
2017
Q4
$6.27M Sell
73,263
-2,034
-3% -$167K 0.63% 42
2017
Q3
$5.61M Sell
75,297
-5,938
-7% -$434K 0.57% 51
2017
Q2
$5.6M Buy
81,235
+808
+1% +$55.5K 0.58% 45
2017
Q1
$5.3M Sell
80,427
-1,204
-1% -$77.2K 0.58% 45
2016
Q4
$5.07M Sell
81,631
-4,726
-5% -$284K 0.57% 50
2016
Q3
$4.97M Sell
86,357
-2,159
-2% -$122K 0.55% 52
2016
Q2
$4.53M Buy
88,516
+813
+0.9% +$42.2K 0.5% 62
2016
Q1
$4.84M Sell
87,703
-619
-0.7% -$32.4K 0.55% 56
2015
Q4
$4.9M Sell
88,322
-7,702
-8% -$405K 0.58% 56
2015
Q3
$4.25M Sell
96,024
-1,054
-1% -$47.3K 0.51% 65
2015
Q2
$4.29M Buy
97,078
+2,363
+2% +$108K 0.49% 67
2015
Q1
$3.85M Sell
94,715
-9,449
-9% -$411K 0.43% 76
2014
Q4
$4.84M Sell
104,164
-4,594
-4% -$216K 0.51% 70
2014
Q3
$5.04M Buy
108,758
+11,395
+12% +$508K 0.53% 65
2014
Q2
$4.06M Buy
97,363
+4,828
+5% +$195K 0.44% 81
2014
Q1
$3.79M Sell
92,535
-809
-0.9% -$30.4K 0.43% 79
2013
Q4
$3.49M Sell
93,344
-2,263
-2% -$82.2K 0.4% 82
2013
Q3
$3.18M Buy
95,607
+3,276
+4% +$108K 0.39% 88
2013
Q2
$3.19M Buy
+92,331
New +$3.02M 0.41% 77

Other funds holding MSFT

MOTCO's MSFT Position: Q1 2026 in Review

MOTCO increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $4.71M and bringing the position to 66,507 shares worth $24.6M. The position accounts for 2.28% of the portfolio, ranked #5.

MOTCO first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.5M in Q2 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MOTCO held 66,507 shares of Microsoft worth $24.6M as of Q1 2026.
  • MOTCO bought 11,263 Microsoft shares in Q1 2026, an estimated $4.71M.
  • Microsoft made up 2.28% of MOTCO's portfolio in Q1 2026, its #5 holding.
  • MOTCO first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's Microsoft position peaked at $30.5M in Q2 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.