Paulson Wealth 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
Q1 | $2.09M | Sell |
5,651
-343
| -6% | -$144K | 0.49% | 25 |
|
|
2025
Q4 | $2.9M | Sell |
5,994
-18
| -0.3% | -$9.02K | 0.67% | 24 |
|
|
2025
Q3 | $3.11M | Sell |
6,012
-138
| -2% | -$70.4K | 0.74% | 21 |
|
|
2025
Q2 | $3.06M | Buy |
6,150
+296
| +5% | +$129K | 0.79% | 19 |
|
|
2025
Q1 | $2.2M | Sell |
5,854
-203
| -3% | -$82.8K | 0.62% | 23 |
|
|
2024
Q4 | $2.55M | Sell |
6,057
-519
| -8% | -$221K | 0.7% | 22 |
|
|
2024
Q3 | $2.83M | Buy |
6,576
+128
| +2% | +$54.7K | 0.76% | 21 |
|
|
2024
Q2 | $2.88M | Sell |
6,448
-21
| -0.3% | -$8.87K | 0.84% | 22 |
|
|
2024
Q1 | $2.72M | Buy |
6,469
+37
| +0.6% | +$15K | 0.8% | 23 |
|
|
2023
Q4 | $2.42M | Sell |
6,432
-262
| -4% | -$93.3K | 0.78% | 23 |
|
|
2023
Q3 | $2.11M | Buy |
6,694
+684
| +11% | +$226K | 0.74% | 23 |
|
|
2023
Q2 | $2.05M | Buy |
6,010
+2,304
| +62% | +$722K | 0.7% | 25 |
|
|
2023
Q1 | $1.07M | Buy |
3,706
+154
| +4% | +$39.3K | 0.48% | 25 |
|
|
2022
Q4 | $852K | Sell |
3,552
-143
| -4% | -$34.3K | 0.42% | 29 |
|
|
2022
Q3 | $861K | Buy |
3,695
+318
| +9% | +$84K | 0.46% | 24 |
|
|
2022
Q2 | $867K | Sell |
3,377
-329
| -9% | -$89.3K | 0.46% | 22 |
|
|
2022
Q1 | $1.14M | Sell |
3,706
-29
| -0.8% | -$8.72K | 0.52% | 20 |
|
|
2021
Q4 | $1.26M | Sell |
3,735
-44
| -1% | -$14.3K | 0.56% | 20 |
|
|
2021
Q3 | $1.06M | Buy |
3,779
+81
| +2% | +$23.6K | 0.51% | 26 |
|
|
2021
Q2 | $1M | Buy |
3,698
+173
| +5% | +$44K | 0.48% | 26 |
|
|
2021
Q1 | $915K | Buy |
3,525
+7
| +0.2% | +$1.62K | 0.45% | 27 |
|
|
2020
Q4 | $782K | Sell |
3,518
-123
| -3% | -$26.4K | 0.46% | 28 |
|
|
2020
Q3 | $766K | Buy |
3,641
+58
| +2% | +$12.2K | 0.49% | 29 |
|
|
2020
Q2 | $729K | Sell |
3,583
-451
| -11% | -$81.9K | 0.51% | 27 |
|
|
2020
Q1 | $693K | Sell |
4,034
-77
| -2% | -$12.7K | 0.53% | 27 |
|
|
2019
Q4 | $687K | Sell |
4,111
-464
| -10% | -$68.2K | 0.49% | 38 |
|
|
2019
Q3 | $636K | Buy |
4,575
+201
| +5% | +$27.6K | 0.48% | 40 |
|
|
2019
Q2 | $609K | Sell |
4,374
-8
| -0.2% | -$1.02K | 0.45% | 43 |
|
|
2019
Q1 | $517K | Buy |
4,382
+43
| +1% | +$4.69K | 0.39% | 55 |
|
|
2018
Q4 | $459K | Buy |
4,339
+141
| +3% | +$15.1K | 0.38% | 63 |
|
|
2018
Q3 | $453K | Sell |
4,198
-35
| -0.8% | -$3.79K | 0.41% | 68 |
|
|
2018
Q2 | $417K | Sell |
4,233
-23
| -0.5% | -$2.23K | 0.41% | 67 |
|
|
2018
Q1 | $388K | Buy |
4,256
+91
| +2% | +$8.32K | 0.39% | 70 |
|
|
2017
Q4 | $356K | Buy |
+4,165
| New | +$342K | 0.31% | 72 |
|
Other funds holding MSFT
VCM
VPM
Paulson Wealth Management's MSFT Position: Q1 2026 in Review
Paulson Wealth Management reduced its Microsoft (MSFT) stake by 5.7% in Q1 2026, selling an estimated $144K and leaving 5,651 shares worth $2.09M. The position accounts for 0.49% of the portfolio, ranked #25.
Paulson Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.11M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Paulson Wealth Management held 5,651 shares of Microsoft worth $2.09M as of Q1 2026.
- Paulson Wealth Management sold 343 Microsoft shares in Q1 2026, an estimated $144K.
- Microsoft made up 0.49% of Paulson Wealth Management's portfolio in Q1 2026, its #25 holding.
- Paulson Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Paulson Wealth Management's Microsoft position peaked at $3.11M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.