Northwest 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
2025
Q4
$1.48M Sell
3,062
-10,130
-77% -$5.08M 6.42% 2
2025
Q3
$6.83M Sell
13,192
-16,630
-56% -$8.48M 7.19% 3
2025
Q2
$14.8M Sell
29,822
-4,572
-13% -$1.99M 8.03% 1
2025
Q1
$12.9M Sell
34,394
-1,274
-4% -$519K 5.31% 4
2024
Q4
$15M Buy
35,668
+278
+0.8% +$118K 6.45% 3
2024
Q3
$15.2M Sell
35,390
-427
-1% -$183K 5.49% 3
2024
Q2
$16M Sell
35,817
-5,233
-13% -$2.21M 5.84% 4
2024
Q1
$17.3M Sell
41,050
-798
-2% -$323K 5.53% 4
2023
Q4
$15.7M Sell
41,848
-2,392
-5% -$851K 5.28% 5
2023
Q3
$14M Sell
44,240
-2,284
-5% -$755K 5.4% 3
2023
Q2
$15.8M Buy
46,524
+6,750
+17% +$2.12M 6.64% 2
2023
Q1
$11.5M Buy
39,774
+214
+0.5% +$54.6K 5.57% 5
2022
Q4
$9.49M Sell
39,560
-556
-1% -$133K 5.04% 4
2022
Q3
$9.34M Sell
40,116
-111
-0.3% -$29.3K 5.41% 5
2022
Q2
$10.3M Buy
40,227
+966
+2% +$262K 5.41% 5
2022
Q1
$12.1M Buy
39,261
+2,203
+6% +$663K 5.7% 4
2021
Q4
$11.3M Buy
37,058
+889
+2% +$288K 5.37% 5
2021
Q3
$11.2M Buy
36,169
+1,019
+3% +$296K 5.82% 5
2021
Q2
$10M Buy
35,150
+1,268
+4% +$322K 5.64% 5
2021
Q1
$7.99M Buy
33,882
+9
+0% +$2.09K 5.81% 6
2020
Q4
$7.53M Buy
33,873
+37
+0.1% +$7.96K 5.61% 6
2020
Q3
$7.12M Buy
33,836
+56
+0.2% +$11.8K 5.89% 6
2020
Q2
$6.87M Buy
33,780
+1,913
+6% +$347K 6.03% 6
2020
Q1
$5.03M Buy
31,867
+1,911
+6% +$314K 5.03% 7
2019
Q4
$4.72M Sell
29,956
-2,658
-8% -$390K 4.32% 8
2019
Q3
$4.53M Sell
32,614
-2,543
-7% -$350K 4.79% 7
2019
Q2
$4.71M Sell
35,157
-2,637
-7% -$335K 5.15% 7
2019
Q1
$4.46M Buy
37,794
+1,350
+4% +$147K 5.37% 7
2018
Q4
$3.7M Sell
36,444
-1,167
-3% -$125K 5.2% 4
2018
Q3
$4.3M Buy
37,611
+9,351
+33% +$1.01M 4.57% 6
2018
Q2
$2.79M Buy
28,260
+147
+0.5% +$14.2K 3.47% 9
2018
Q1
$2.57M Sell
28,113
-410
-1% -$37.5K 2.75% 14
2017
Q4
$2.44M Buy
+28,523
New +$2.34M 2.68% 15

Other funds holding MSFT

Northwest Capital Management's MSFT Position: Q4 2025 in Review

Northwest Capital Management reduced its Microsoft (MSFT) stake by 77% in Q4 2025, selling an estimated $5.08M and leaving 3,062 shares worth $1.48M. The position accounts for 6.42% of the portfolio, ranked #2.

Northwest Capital Management first reported a position in MSFT in Q4 2017 and has held it in 33 quarters since. The position peaked at $17.3M in Q1 2024. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Northwest Capital Management held 3,062 shares of Microsoft worth $1.48M as of Q4 2025.
  • Northwest Capital Management sold 10,130 Microsoft shares in Q4 2025, an estimated $5.08M.
  • Microsoft made up 6.42% of Northwest Capital Management's portfolio in Q4 2025, its #2 holding.
  • Northwest Capital Management first reported a position in Microsoft in Q4 2017 and has held it in 33 quarters since.
  • Northwest Capital Management's Microsoft position peaked at $17.3M in Q1 2024.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.