Pinnacle Associates’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 | $159M | Buy |
429,111
+2,171
| +0.5% | +$908K | 2.04% | 4 |
|
|
2025
Q4 | $206M | Sell |
426,940
-2,740
| -0.6% | -$1.37M | 2.65% | 3 |
|
|
2025
Q3 | $223M | Sell |
429,680
-9,955
| -2% | -$5.08M | 2.95% | 3 |
|
|
2025
Q2 | $219M | Sell |
439,635
-8,218
| -2% | -$3.57M | 3.17% | 3 |
|
|
2025
Q1 | $168M | Sell |
447,853
-12,258
| -3% | -$5M | 2.46% | 3 |
|
|
2024
Q4 | $194M | Sell |
460,111
-44,980
| -9% | -$19.2M | 2.63% | 3 |
|
|
2024
Q3 | $190M | Buy |
505,091
+38,412
| +8% | +$16.4M | 3.23% | 3 |
|
|
2024
Q2 | $209M | Sell |
466,679
-21,714
| -4% | -$9.17M | 3.27% | 2 |
|
|
2024
Q1 | $205M | Sell |
488,393
-16,698
| -3% | -$6.76M | 3.24% | 3 |
|
|
2023
Q4 | $190M | Buy |
505,091
+6,573
| +1% | +$2.34M | 3.2% | 3 |
|
|
2023
Q3 | $157M | Sell |
498,518
-6,501
| -1% | -$2.15M | 2.93% | 3 |
|
|
2023
Q2 | $172M | Buy |
505,019
+36,706
| +8% | +$11.5M | 2.98% | 3 |
|
|
2023
Q1 | $135M | Buy |
468,313
+387
| +0.1% | +$98.7K | 2.76% | 3 |
|
|
2022
Q4 | $112M | Sell |
467,926
-38,260
| -8% | -$9.18M | 2.45% | 3 |
|
|
2022
Q3 | $118M | Sell |
506,186
-3,533
| -0.7% | -$933K | 2.71% | 3 |
|
|
2022
Q2 | $131M | Sell |
509,719
-5,740
| -1% | -$1.56M | 2.85% | 3 |
|
|
2022
Q1 | $159M | Buy |
515,459
+28,940
| +6% | +$8.71M | 2.81% | 2 |
|
|
2021
Q4 | $164M | Buy |
486,519
+27,344
| +6% | +$8.87M | 2.82% | 2 |
|
|
2021
Q3 | $129M | Buy |
459,175
+6,745
| +1% | +$1.96M | 2.39% | 3 |
|
|
2021
Q2 | $123M | Sell |
452,430
-11,219
| -2% | -$2.85M | 2.22% | 3 |
|
|
2021
Q1 | $109M | Sell |
463,649
-9,713
| -2% | -$2.25M | 2.08% | 3 |
|
|
2020
Q4 | $105M | Buy |
473,362
+8,773
| +2% | +$1.89M | 2.14% | 4 |
|
|
2020
Q3 | $97.7M | Sell |
464,589
-80,979
| -15% | -$17M | 2.32% | 3 |
|
|
2020
Q2 | $111M | Sell |
545,568
-22,807
| -4% | -$4.14M | 2.74% | 2 |
|
|
2020
Q1 | $89.6M | Sell |
568,375
-14,356
| -2% | -$2.36M | 2.72% | 2 |
|
|
2019
Q4 | $91.9M | Sell |
582,731
-18,301
| -3% | -$2.69M | 2.01% | 2 |
|
|
2019
Q3 | $83.6M | Sell |
601,032
-2,484
| -0.4% | -$342K | 1.97% | 2 |
|
|
2019
Q2 | $80.8M | Sell |
603,516
-9,125
| -1% | -$1.16M | 1.89% | 2 |
|
|
2019
Q1 | $72.3M | Sell |
612,641
-13,419
| -2% | -$1.46M | 1.63% | 4 |
|
|
2018
Q4 | $63.6M | Sell |
626,060
-48,312
| -7% | -$5.18M | 1.64% | 4 |
|
|
2018
Q3 | $77.1M | Sell |
674,372
-42,118
| -6% | -$4.57M | 1.6% | 4 |
|
|
2018
Q2 | $70.7M | Sell |
716,490
-8,221
| -1% | -$797K | 1.45% | 7 |
|
|
2018
Q1 | $66.1M | Sell |
724,711
-12,216
| -2% | -$1.12M | 1.3% | 11 |
|
|
2017
Q4 | $63M | Sell |
736,927
-16,853
| -2% | -$1.38M | 1.21% | 13 |
|
|
2017
Q3 | $56.1M | Buy |
753,780
+2,955
| +0.4% | +$216K | 1.04% | 15 |
|
|
2017
Q2 | $51.8M | Sell |
750,825
-2,873
| -0.4% | -$197K | 0.99% | 20 |
|
|
2017
Q1 | $49.6M | Sell |
753,698
-15,466
| -2% | -$991K | 0.95% | 22 |
|
|
2016
Q4 | $47.8M | Sell |
769,164
-1,173
| -0.2% | -$70.6K | 0.96% | 21 |
|
|
2016
Q3 | $44.4M | Sell |
770,337
-7,429
| -1% | -$419K | 0.89% | 23 |
|
|
2016
Q2 | $39.8M | Buy |
777,766
+29,285
| +4% | +$1.52M | 0.86% | 23 |
|
|
2016
Q1 | $41.3M | Sell |
748,481
-6,648
| -0.9% | -$349K | 0.88% | 25 |
|
|
2015
Q4 | $41.9M | Sell |
755,129
-5,680
| -0.7% | -$299K | 0.88% | 27 |
|
|
2015
Q3 | $33.7M | Sell |
760,809
-798
| -0.1% | -$35.8K | 0.75% | 32 |
|
|
2015
Q2 | $33.6M | Sell |
761,607
-97
| -0% | -$4.43K | 0.62% | 41 |
|
|
2015
Q1 | $31M | Buy |
761,704
+12,919
| +2% | +$562K | 0.58% | 44 |
|
|
2014
Q4 | $34.8M | Sell |
748,785
-17,066
| -2% | -$801K | 0.68% | 35 |
|
|
2014
Q3 | $35.5M | Sell |
765,851
-6,867
| -0.9% | -$306K | 0.72% | 33 |
|
|
2014
Q2 | $32.2M | Sell |
772,718
-5,480
| -0.7% | -$222K | 0.63% | 43 |
|
|
2014
Q1 | $31.9M | Sell |
778,198
-13,413
| -2% | -$503K | 0.62% | 42 |
|
|
2013
Q4 | $29.6M | Sell |
791,611
-21,969
| -3% | -$798K | 0.58% | 45 |
|
|
2013
Q3 | $27.1M | Buy |
813,580
+2,156
| +0.3% | +$70.9K | 0.56% | 44 |
|
|
2013
Q2 | $28M | Buy |
+811,424
| New | +$26.6M | 0.63% | 42 |
|
Other funds holding MSFT
VCM
VPM
Pinnacle Associates's MSFT Position: Q1 2026 in Review
Pinnacle Associates increased its Microsoft (MSFT) stake by 0.51% in Q1 2026, buying an estimated $908K and bringing the position to 429,111 shares worth $159M. The position accounts for 2.04% of the portfolio, ranked #4.
Pinnacle Associates first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $223M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Pinnacle Associates held 429,111 shares of Microsoft worth $159M as of Q1 2026.
- Pinnacle Associates bought 2,171 Microsoft shares in Q1 2026, an estimated $908K.
- Microsoft made up 2.04% of Pinnacle Associates's portfolio in Q1 2026, its #4 holding.
- Pinnacle Associates first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Associates's Microsoft position peaked at $223M in Q3 2025.
- 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.