Neumann 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
Q2 | $2.25M | Buy |
6,042
+70
| +1% | +$28.3K | 1.49% | 20 |
|
|
2026
Q1 | $2.21M | Buy |
5,972
+343
| +6% | +$144K | 0.65% | 39 |
|
|
2025
Q4 | $2.72M | Hold |
5,629
| – | – | 0.79% | 35 |
|
|
2025
Q3 | $2.92M | Sell |
5,629
-665
| -11% | -$339K | 0.85% | 28 |
|
|
2025
Q2 | $3.13M | Sell |
6,294
-58
| -0.9% | -$25.2K | 0.98% | 26 |
|
|
2025
Q1 | $2.38M | Hold |
6,352
| – | – | 0.82% | 34 |
|
|
2024
Q4 | $2.68M | Sell |
6,352
-80
| -1% | -$34.1K | 0.89% | 30 |
|
|
2024
Q3 | $2.77M | Hold |
6,432
| – | – | 0.92% | 27 |
|
|
2024
Q2 | $2.87M | Sell |
6,432
-95
| -1% | -$40.1K | 0.99% | 24 |
|
|
2024
Q1 | $2.75M | Sell |
6,527
-258
| -4% | -$104K | 0.98% | 27 |
|
|
2023
Q4 | $2.55M | Sell |
6,785
-60
| -0.9% | -$21.4K | 1.01% | 28 |
|
|
2023
Q3 | $2.16M | Sell |
6,845
-240
| -3% | -$79.3K | 0.94% | 31 |
|
|
2023
Q2 | $2.41M | Sell |
7,085
-1,132
| -14% | -$355K | 1% | 28 |
|
|
2023
Q1 | $2.37M | Sell |
8,217
-280
| -3% | -$71.4K | 1.04% | 27 |
|
|
2022
Q4 | $2.04M | Sell |
8,497
-60
| -0.7% | -$14.4K | 0.96% | 31 |
|
|
2022
Q3 | $1.99M | Sell |
8,557
-510
| -6% | -$135K | 1.03% | 29 |
|
|
2022
Q2 | $2.33M | Sell |
9,067
-400
| -4% | -$109K | 1.18% | 25 |
|
|
2022
Q1 | $2.92M | Sell |
9,467
-600
| -6% | -$181K | 1.24% | 22 |
|
|
2021
Q4 | $3.39M | Sell |
10,067
-100
| -1% | -$32.4K | 1.38% | 21 |
|
|
2021
Q3 | $2.87M | Sell |
10,167
-450
| -4% | -$131K | 1.29% | 22 |
|
|
2021
Q2 | $2.88M | Sell |
10,617
-277
| -3% | -$70.4K | 1.29% | 23 |
|
|
2021
Q1 | $2.57M | Sell |
10,894
-960
| -8% | -$223K | 1.22% | 24 |
|
|
2020
Q4 | $2.64M | Sell |
11,854
-400
| -3% | -$86K | 1.33% | 21 |
|
|
2020
Q3 | $2.58M | Sell |
12,254
-328
| -3% | -$68.9K | 1.48% | 18 |
|
|
2020
Q2 | $2.56M | Sell |
12,582
-700
| -5% | -$127K | 1.57% | 19 |
|
|
2020
Q1 | $2.1M | Sell |
13,282
-550
| -4% | -$90.4K | 1.52% | 20 |
|
|
2019
Q4 | $2.18M | Sell |
13,832
-870
| -6% | -$128K | 1.27% | 26 |
|
|
2019
Q3 | $2.04M | Buy |
14,702
+350
| +2% | +$48.1K | 1.26% | 24 |
|
|
2019
Q2 | $1.92M | Buy |
14,352
+56
| +0.4% | +$7.11K | 1.19% | 26 |
|
|
2019
Q1 | $1.69M | Sell |
14,296
-600
| -4% | -$65.5K | 1.08% | 29 |
|
|
2018
Q4 | $1.51M | Sell |
14,896
-700
| -4% | -$75K | 1.14% | 30 |
|
|
2018
Q3 | $1.78M | Sell |
15,596
-1,200
| -7% | -$130K | 1.05% | 31 |
|
|
2018
Q2 | $1.66M | Hold |
16,796
| – | – | 1.04% | 32 |
|
|
2018
Q1 | $1.53M | Buy |
16,796
+131
| +0.8% | +$12K | 0.98% | 35 |
|
|
2017
Q4 | $1.43M | Sell |
16,665
-250
| -1% | -$20.5K | 0.87% | 39 |
|
|
2017
Q3 | $1.26M | Sell |
16,915
-300
| -2% | -$21.9K | 0.78% | 41 |
|
|
2017
Q2 | $1.19M | Hold |
17,215
| – | – | 0.76% | 40 |
|
|
2017
Q1 | $1.13M | Sell |
17,215
-1,000
| -5% | -$64.1K | 0.74% | 45 |
|
|
2016
Q4 | $1.13M | Hold |
18,215
| – | – | 0.73% | 44 |
|
|
2016
Q3 | $1.05M | Hold |
18,215
| – | – | 0.7% | 44 |
|
|
2016
Q2 | $932K | Sell |
18,215
-650
| -3% | -$33.8K | 0.62% | 48 |
|
|
2016
Q1 | $1.04M | Hold |
18,865
| – | – | 0.69% | 45 |
|
|
2015
Q4 | $1.05M | Sell |
18,865
-200
| -1% | -$10.5K | 0.73% | 46 |
|
|
2015
Q3 | $844K | Hold |
19,065
| – | – | 0.6% | 48 |
|
|
2015
Q2 | $842K | Sell |
19,065
-557
| -3% | -$25.4K | 0.54% | 55 |
|
|
2015
Q1 | $798K | Hold |
19,622
| – | – | 0.51% | 55 |
|
|
2014
Q4 | $912K | Buy |
+19,622
| New | +$921K | 0.59% | 51 |
|
Other funds holding MSFT
Neumann Capital Management's MSFT Position: Q2 2026 in Review
Neumann Capital Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $28.3K and bringing the position to 6,042 shares worth $2.25M. The position accounts for 1.49% of the portfolio, ranked #20.
Neumann Capital Management first reported a position in MSFT in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.39M in Q4 2021. 3,019 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Neumann Capital Management held 6,042 shares of Microsoft worth $2.25M as of Q2 2026.
- Neumann Capital Management bought 70 Microsoft shares in Q2 2026, an estimated $28.3K.
- Microsoft made up 1.49% of Neumann Capital Management's portfolio in Q2 2026, its #20 holding.
- Neumann Capital Management first reported a position in Microsoft in Q4 2014 and has held it in 47 quarters since.
- Neumann Capital Management's Microsoft position peaked at $3.39M in Q4 2021.
- 3,019 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.