Peninsula Asset 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
Q2
$6.95M Sell
18,623
-40
-0.2% -$16.2K 3.33% 8
2026
Q1
$6.91M Sell
18,663
-130
-0.7% -$54.4K 3.53% 8
2025
Q4
$9.09M Sell
18,793
-520
-3% -$261K 4.66% 5
2025
Q3
$10M Sell
19,313
-265
-1% -$135K 5.14% 4
2025
Q2
$9.74M Buy
19,578
+226
+1% +$98.1K 5.14% 5
2025
Q1
$7.26M Buy
19,352
+1,778
+10% +$725K 4.03% 6
2024
Q4
$7.41M Sell
17,574
-220
-1% -$93.7K 3.94% 7
2024
Q3
$7.66M Sell
17,794
-219
-1% -$93.6K 3.86% 8
2024
Q2
$8.05M Buy
18,013
+205
+1% +$86.6K 4.43% 6
2024
Q1
$7.49M Buy
17,808
+6
+0% +$2.43K 4.02% 8
2023
Q4
$6.69M Buy
17,802
+50
+0.3% +$17.8K 3.9% 8
2023
Q3
$5.61M Sell
17,752
-335
-2% -$111K 3.54% 9
2023
Q2
$6.16M Sell
18,087
-58
-0.3% -$18.2K 3.63% 7
2023
Q1
$5.23M Sell
18,145
-285
-2% -$72.7K 3.28% 9
2022
Q4
$4.42M Sell
18,430
-720
-4% -$173K 2.71% 14
2022
Q3
$4.46M Buy
19,150
+102
+0.5% +$26.9K 2.85% 10
2022
Q2
$4.89M Sell
19,048
-557
-3% -$151K 2.98% 9
2022
Q1
$6.04M Buy
19,605
+180
+0.9% +$54.2K 3.06% 10
2021
Q4
$6.53M Sell
19,425
-509
-3% -$165K 3.1% 10
2021
Q3
$5.62M Buy
19,934
+636
+3% +$185K 2.89% 10
2021
Q2
$5.23M Buy
19,298
+354
+2% +$90K 2.73% 11
2021
Q1
$4.47M Sell
18,944
-474
-2% -$110K 2.48% 13
2020
Q4
$4.32M Buy
19,418
+155
+0.8% +$33.3K 2.63% 14
2020
Q3
$4.05M Sell
19,263
-215
-1% -$45.2K 2.71% 14
2020
Q2
$3.96M Sell
19,478
-1,079
-5% -$196K 2.83% 14
2020
Q1
$3.24M Buy
20,557
+1,619
+9% +$266K 2.67% 16
2019
Q4
$2.99M Buy
18,938
+119
+0.6% +$17.5K 1.98% 22
2019
Q3
$2.62M Buy
18,819
+458
+2% +$63K 1.79% 24
2019
Q2
$2.46M Buy
18,361
+259
+1% +$32.9K 1.74% 24
2019
Q1
$2.13M Buy
18,102
+3,015
+20% +$329K 1.54% 30
2018
Q4
$1.53M Buy
+15,087
New +$1.62M 1.27% 31

Other funds holding MSFT

Peninsula Asset Management's MSFT Position: Q2 2026 in Review

Peninsula Asset Management reduced its Microsoft (MSFT) stake by 0.21% in Q2 2026, selling an estimated $16.2K and leaving 18,623 shares worth $6.95M. The position accounts for 3.33% of the portfolio, ranked #8.

Peninsula Asset Management first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $10M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Peninsula Asset Management held 18,623 shares of Microsoft worth $6.95M as of Q2 2026.
  • Peninsula Asset Management sold 40 Microsoft shares in Q2 2026, an estimated $16.2K.
  • Microsoft made up 3.33% of Peninsula Asset Management's portfolio in Q2 2026, its #8 holding.
  • Peninsula Asset Management first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Peninsula Asset Management's Microsoft position peaked at $10M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Peninsula Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.