PDS Planning’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 | $20.2M | Buy |
54,486
+1,426
| +3% | +$597K | 1.33% | 16 |
|
|
2025
Q4 | $25.7M | Buy |
53,060
+46
| +0.1% | +$23.1K | 1.71% | 14 |
|
|
2025
Q3 | $27.5M | Buy |
53,014
+534
| +1% | +$272K | 1.9% | 14 |
|
|
2025
Q2 | $26.1M | Buy |
52,480
+6,850
| +15% | +$2.97M | 1.95% | 13 |
|
|
2025
Q1 | $17.1M | Buy |
45,630
+3,888
| +9% | +$1.59M | 1.44% | 15 |
|
|
2024
Q4 | $17.6M | Buy |
41,742
+1,732
| +4% | +$738K | 1.56% | 16 |
|
|
2024
Q3 | $17.2M | Buy |
40,010
+359
| +0.9% | +$153K | 1.54% | 15 |
|
|
2024
Q2 | $17.7M | Buy |
39,651
+360
| +0.9% | +$152K | 1.79% | 14 |
|
|
2024
Q1 | $16.5M | Buy |
39,291
+321
| +0.8% | +$130K | 1.74% | 13 |
|
|
2023
Q4 | $14.7M | Buy |
38,970
+1,174
| +3% | +$418K | 1.67% | 14 |
|
|
2023
Q3 | $11.9M | Buy |
37,796
+355
| +0.9% | +$117K | 1.54% | 15 |
|
|
2023
Q2 | $12.8M | Buy |
37,441
+3,283
| +10% | +$1.03M | 1.63% | 15 |
|
|
2023
Q1 | $9.85M | Buy |
34,158
+9,427
| +38% | +$2.4M | 1.36% | 17 |
|
|
2022
Q4 | $5.93M | Buy |
24,731
+426
| +2% | +$102K | 0.95% | 25 |
|
|
2022
Q3 | $5.66M | Sell |
24,305
-1,571
| -6% | -$415K | 1.03% | 20 |
|
|
2022
Q2 | $6.65M | Buy |
25,876
+3,329
| +15% | +$904K | 1.2% | 19 |
|
|
2022
Q1 | $6.95M | Buy |
22,547
+7,168
| +47% | +$2.16M | 1.22% | 18 |
|
|
2021
Q4 | $5.17M | Buy |
15,379
+608
| +4% | +$197K | 0.99% | 18 |
|
|
2021
Q3 | $4.16M | Buy |
14,771
+1,143
| +8% | +$333K | 0.96% | 24 |
|
|
2021
Q2 | $3.69M | Buy |
13,628
+2,156
| +19% | +$548K | 0.9% | 31 |
|
|
2021
Q1 | $2.71M | Sell |
11,472
-1,441
| -11% | -$334K | 0.79% | 35 |
|
|
2020
Q4 | $2.87M | Buy |
12,913
+552
| +4% | +$119K | 0.99% | 33 |
|
|
2020
Q3 | $2.6M | Buy |
12,361
+1,013
| +9% | +$213K | 1.06% | 32 |
|
|
2020
Q2 | $2.31M | Buy |
11,348
+3,205
| +39% | +$582K | 1.05% | 32 |
|
|
2020
Q1 | $1.28M | Buy |
8,143
+474
| +6% | +$77.9K | 0.82% | 31 |
|
|
2019
Q4 | $1.21M | Buy |
7,669
+104
| +1% | +$15.3K | 0.76% | 29 |
|
|
2019
Q3 | $1.05M | Buy |
7,565
+625
| +9% | +$85.9K | 0.73% | 29 |
|
|
2019
Q2 | $930K | Buy |
6,940
+1,415
| +26% | +$180K | 0.69% | 33 |
|
|
2019
Q1 | $652K | Sell |
5,525
-331
| -6% | -$36.1K | 0.51% | 38 |
|
|
2018
Q4 | $595K | Buy |
5,856
+44
| +0.8% | +$4.71K | 0.51% | 40 |
|
|
2018
Q3 | $665K | Buy |
5,812
+485
| +9% | +$52.6K | 0.57% | 36 |
|
|
2018
Q2 | $525K | Buy |
5,327
+101
| +2% | +$9.79K | 0.52% | 38 |
|
|
2018
Q1 | $477K | Sell |
5,226
-50
| -0.9% | -$4.57K | 0.48% | 40 |
|
|
2017
Q4 | $451K | Buy |
+5,276
| New | +$433K | 0.46% | 42 |
|
Other funds holding MSFT
VCM
VPM
PDS Planning's MSFT Position: Q1 2026 in Review
PDS Planning increased its Microsoft (MSFT) stake by 2.7% in Q1 2026, buying an estimated $597K and bringing the position to 54,486 shares worth $20.2M. The position accounts for 1.33% of the portfolio, ranked #16.
PDS Planning first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $27.5M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- PDS Planning held 54,486 shares of Microsoft worth $20.2M as of Q1 2026.
- PDS Planning bought 1,426 Microsoft shares in Q1 2026, an estimated $597K.
- Microsoft made up 1.33% of PDS Planning's portfolio in Q1 2026, its #16 holding.
- PDS Planning first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's Microsoft position peaked at $27.5M in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.