Obermeyer Wealth Partners’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 | $75.2M | Sell |
201,468
-1,115
| -0.6% | -$451K | 3.07% | 12 |
|
|
2026
Q1 | $75M | Sell |
202,583
-33
| -0% | -$13.8K | 3.45% | 8 |
|
|
2025
Q4 | $98M | Sell |
202,616
-7,339
| -3% | -$3.68M | 4.48% | 3 |
|
|
2025
Q3 | $109M | Sell |
209,955
-2,678
| -1% | -$1.37M | 5.09% | 1 |
|
|
2025
Q2 | $106M | Buy |
212,633
+76
| +0% | +$33K | 5.27% | 1 |
|
|
2025
Q1 | $79.8M | Sell |
212,557
-3,282
| -2% | -$1.34M | 4.26% | 3 |
|
|
2024
Q4 | $91M | Sell |
215,839
-837
| -0.4% | -$357K | 4.74% | 4 |
|
|
2024
Q3 | $93.2M | Sell |
216,676
-4,763
| -2% | -$2.04M | 4.99% | 3 |
|
|
2024
Q2 | $99M | Buy |
221,439
+1,349
| +0.6% | +$570K | 5.67% | 3 |
|
|
2024
Q1 | $92.6M | Buy |
220,090
+3,133
| +1% | +$1.27M | 5.45% | 3 |
|
|
2023
Q4 | $81.6M | Sell |
216,957
-5,232
| -2% | -$1.86M | 5.57% | 2 |
|
|
2023
Q3 | $70.2M | Sell |
222,189
-3,803
| -2% | -$1.26M | 5.22% | 2 |
|
|
2023
Q2 | $77M | Sell |
225,992
-6,654
| -3% | -$2.09M | 5.53% | 2 |
|
|
2023
Q1 | $67.4M | Sell |
232,646
-13,866
| -6% | -$3.54M | 5.03% | 2 |
|
|
2022
Q4 | $59.1M | Sell |
246,512
-6,847
| -3% | -$1.64M | 4.47% | 3 |
|
|
2022
Q3 | $59M | Sell |
253,359
-4,026
| -2% | -$1.06M | 4.78% | 3 |
|
|
2022
Q2 | $66.1M | Sell |
257,385
-1,412
| -0.5% | -$383K | 4.85% | 2 |
|
|
2022
Q1 | $79.8M | Sell |
258,797
-2,081
| -0.8% | -$626K | 4.77% | 3 |
|
|
2021
Q4 | $87.7M | Buy |
260,878
+361
| +0.1% | +$117K | 4.7% | 2 |
|
|
2021
Q3 | $73.4M | Buy |
260,517
+1,024
| +0.4% | +$298K | 4.07% | 3 |
|
|
2021
Q2 | $70.3M | Buy |
259,493
+2,465
| +1% | +$627K | 3.91% | 3 |
|
|
2021
Q1 | $60.6M | Buy |
257,028
+1,156
| +0.5% | +$268K | 3.72% | 2 |
|
|
2020
Q4 | $56.9M | Sell |
255,872
-3,469
| -1% | -$746K | 3.78% | 4 |
|
|
2020
Q3 | $54.5M | Sell |
259,341
-1,244
| -0.5% | -$261K | 4.09% | 3 |
|
|
2020
Q2 | $53M | Sell |
260,585
-1,691
| -0.6% | -$307K | 4.48% | 3 |
|
|
2020
Q1 | $41.4M | Sell |
262,276
-3,420
| -1% | -$562K | 4.42% | 4 |
|
|
2019
Q4 | $41.9M | Buy |
265,696
+396
| +0.1% | +$58.2K | 3.71% | 4 |
|
|
2019
Q3 | $36.9M | Sell |
265,300
-17,757
| -6% | -$2.44M | 3.41% | 8 |
|
|
2019
Q2 | $37.9M | Sell |
283,057
-5,754
| -2% | -$731K | 3.41% | 10 |
|
|
2019
Q1 | $34.1M | Sell |
288,811
-623
| -0.2% | -$68K | 3.2% | 15 |
|
|
2018
Q4 | $29.4M | Buy |
289,434
+282,713
| +4,206% | +$30.3M | 2.98% | 18 |
|
|
2018
Q3 | $769K | Buy |
6,721
+1,893
| +39% | +$205K | 0.07% | 60 |
|
|
2018
Q2 | $476K | Buy |
4,828
+132
| +3% | +$12.8K | 0.04% | 73 |
|
|
2018
Q1 | $429K | Sell |
4,696
-397
| -8% | -$36.3K | 0.04% | 81 |
|
|
2017
Q4 | $436K | Buy |
5,093
+1,599
| +46% | +$131K | 0.04% | 86 |
|
|
2017
Q3 | $260K | Sell |
3,494
-333
| -9% | -$24.3K | 0.02% | 102 |
|
|
2017
Q2 | $264K | Buy |
3,827
+303
| +9% | +$20.8K | 0.02% | 104 |
|
|
2017
Q1 | $232K | Hold |
3,524
| – | – | 0.02% | 120 |
|
|
2016
Q4 | $219K | Buy |
+3,524
| New | +$212K | 0.02% | 124 |
|
|
2013
Q3 | – | Sell |
-3,310
| Closed | -$114K | – | 195 |
|
|
2013
Q2 | $114K | Buy |
+3,310
| New | +$108K | 0.03% | 75 |
|
Other funds holding MSFT
Obermeyer Wealth Partners's MSFT Position: Q2 2026 in Review
Obermeyer Wealth Partners reduced its Microsoft (MSFT) stake by 0.55% in Q2 2026, selling an estimated $451K and leaving 201,468 shares worth $75.2M. The position accounts for 3.07% of the portfolio, ranked #12.
Obermeyer Wealth Partners first reported a position in MSFT in Q2 2013 and has held it in 40 quarters since. The position peaked at $109M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Obermeyer Wealth Partners held 201,468 shares of Microsoft worth $75.2M as of Q2 2026.
- Obermeyer Wealth Partners sold 1,115 Microsoft shares in Q2 2026, an estimated $451K.
- Microsoft made up 3.07% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #12 holding.
- Obermeyer Wealth Partners first reported a position in Microsoft in Q2 2013 and has held it in 40 quarters since.
- Obermeyer Wealth Partners's Microsoft position peaked at $109M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.