Painted Porch Advisors’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
$1.85M Sell
4,955
-434
-8% -$176K 0.81% 15
2026
Q1
$1.99M Sell
5,389
-218
-4% -$91.2K 0.95% 13
2025
Q4
$2.71M Sell
5,607
-247
-4% -$124K 1.09% 10
2025
Q3
$3.03M Buy
5,854
+18
+0.3% +$9.18K 1.16% 10
2025
Q2
$2.9M Buy
5,836
+28
+0.5% +$12.2K 1.19% 11
2025
Q1
$2.18M Sell
5,808
-84
-1% -$34.2K 0.91% 13
2024
Q4
$2.48M Buy
5,892
+293
+5% +$125K 1.23% 11
2024
Q3
$2.41M Buy
5,599
+17
+0.3% +$7.27K 1.22% 12
2024
Q2
$2.49M Sell
5,582
-50
-0.9% -$21.1K 1.41% 12
2024
Q1
$2.37M Buy
5,632
+658
+13% +$266K 1.45% 12
2023
Q4
$1.87M Buy
+4,974
New +$1.77M 1.44% 13

Other funds holding MSFT

Painted Porch Advisors's MSFT Position: Q2 2026 in Review

Painted Porch Advisors reduced its Microsoft (MSFT) stake by 8.1% in Q2 2026, selling an estimated $176K and leaving 4,955 shares worth $1.85M. The position accounts for 0.81% of the portfolio, ranked #15.

Painted Porch Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.03M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Painted Porch Advisors held 4,955 shares of Microsoft worth $1.85M as of Q2 2026.
  • Painted Porch Advisors sold 434 Microsoft shares in Q2 2026, an estimated $176K.
  • Microsoft made up 0.81% of Painted Porch Advisors's portfolio in Q2 2026, its #15 holding.
  • Painted Porch Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Painted Porch Advisors's Microsoft position peaked at $3.03M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.