NFC Investments’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 | $457K | Sell |
1,234
-251
| -17% | -$105K | 0.13% | 33 |
|
|
2025
Q4 | $718K | Hold |
1,485
| – | – | 0.2% | 30 |
|
|
2025
Q3 | $769K | Sell |
1,485
-15
| -1% | -$7.65K | 0.22% | 30 |
|
|
2025
Q2 | $746K | Hold |
1,500
| – | – | 0.21% | 30 |
|
|
2025
Q1 | $563K | Hold |
1,500
| – | – | 0.17% | 30 |
|
|
2024
Q4 | $632K | Hold |
1,500
| – | – | 0.17% | 31 |
|
|
2024
Q3 | $645K | Sell |
1,500
-25
| -2% | -$10.7K | 0.19% | 28 |
|
|
2024
Q2 | $682K | Hold |
1,525
| – | – | 0.2% | 28 |
|
|
2024
Q1 | $642K | Hold |
1,525
| – | – | 0.18% | 26 |
|
|
2023
Q4 | $574K | Buy |
+1,525
| New | +$543K | 0.18% | 27 |
|
|
2023
Q2 | $520K | Sell |
1,525
-25
| -2% | -$7.83K | 0.17% | 27 |
|
|
2023
Q1 | $447K | Hold |
1,550
| – | – | 0.17% | 26 |
|
|
2022
Q4 | $372K | Sell |
1,550
-272
| -15% | -$65.3K | 0.12% | 33 |
|
|
2022
Q3 | $424K | Sell |
1,822
-150
| -8% | -$39.6K | 0.11% | 35 |
|
|
2022
Q2 | $507K | Hold |
1,972
| – | – | 0.14% | 32 |
|
|
2022
Q1 | $608K | Sell |
1,972
-50
| -2% | -$15K | 0.14% | 33 |
|
|
2021
Q4 | $680K | Sell |
2,022
-90
| -4% | -$29.2K | 0.14% | 38 |
|
|
2021
Q3 | $596K | Hold |
2,112
| – | – | 0.13% | 39 |
|
|
2021
Q2 | $572K | Hold |
2,112
| – | – | 0.15% | 36 |
|
|
2021
Q1 | $498K | Hold |
2,112
| – | – | 0.13% | 37 |
|
|
2020
Q4 | $470K | Buy |
2,112
+450
| +27% | +$96.8K | 0.14% | 35 |
|
|
2020
Q3 | $350K | Hold |
1,662
| – | – | 0.13% | 36 |
|
|
2020
Q2 | $338K | Buy |
1,662
+100
| +6% | +$18.2K | 0.13% | 37 |
|
|
2020
Q1 | $246K | Sell |
1,562
-500
| -24% | -$82.2K | 0.1% | 36 |
|
|
2019
Q4 | $325K | Hold |
2,062
| – | – | 0.08% | 39 |
|
|
2019
Q3 | $287K | Hold |
2,062
| – | – | 0.08% | 39 |
|
|
2019
Q2 | $276K | Buy |
+2,062
| New | +$262K | 0.08% | 38 |
|
|
2018
Q1 | – | Sell |
-3,290
| Closed | -$281K | – | 43 |
|
|
2017
Q4 | $281K | Hold |
3,290
| – | – | 0.1% | 38 |
|
|
2017
Q3 | $245K | Hold |
3,290
| – | – | 0.08% | 41 |
|
|
2017
Q2 | $227K | Hold |
3,290
| – | – | 0.08% | 40 |
|
|
2017
Q1 | $217K | Hold |
3,290
| – | – | 0.08% | 41 |
|
|
2016
Q4 | $204K | Buy |
+3,290
| New | +$198K | 0.08% | 40 |
|
Other funds holding MSFT
VCM
VPM
NFC Investments's MSFT Position: Q1 2026 in Review
NFC Investments reduced its Microsoft (MSFT) stake by 17% in Q1 2026, selling an estimated $105K and leaving 1,234 shares worth $457K. The position accounts for 0.13% of the portfolio, ranked #33.
NFC Investments first reported a position in MSFT in Q4 2016 and has held it in 32 quarters since. The position peaked at $769K in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- NFC Investments held 1,234 shares of Microsoft worth $457K as of Q1 2026.
- NFC Investments sold 251 Microsoft shares in Q1 2026, an estimated $105K.
- Microsoft made up 0.13% of NFC Investments's portfolio in Q1 2026, its #33 holding.
- NFC Investments first reported a position in Microsoft in Q4 2016 and has held it in 32 quarters since.
- NFC Investments's Microsoft position peaked at $769K in Q3 2025.
- 6,178 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on NFC Investments's 13F filing for Q1 2026, filed 12 May 2026.