Pinnacle Wealth Management Advisory Group’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 | $30.5M | Sell |
82,516
-3,703
| -4% | -$1.55M | 2.09% | 11 |
|
|
2025
Q4 | $41.7M | Buy |
86,219
+1,867
| +2% | +$936K | 2.87% | 5 |
|
|
2025
Q3 | $43.7M | Buy |
84,352
+338
| +0.4% | +$172K | 3.28% | 4 |
|
|
2025
Q2 | $41.8M | Buy |
84,014
+1,636
| +2% | +$710K | 3.47% | 4 |
|
|
2025
Q1 | $30.9M | Buy |
82,378
+12
| +0% | +$4.89K | 2.88% | 6 |
|
|
2024
Q4 | $34.7M | Sell |
82,366
-541
| -0.7% | -$230K | 3.25% | 4 |
|
|
2024
Q3 | $35.7M | Sell |
82,907
-231
| -0.3% | -$98.7K | 3.41% | 4 |
|
|
2024
Q2 | $37.2M | Sell |
83,138
-6,468
| -7% | -$2.73M | 3.84% | 3 |
|
|
2024
Q1 | $37.7M | Buy |
89,606
+155
| +0.2% | +$62.7K | 4.05% | 3 |
|
|
2023
Q4 | $33.6M | Buy |
89,451
+435
| +0.5% | +$155K | 3.94% | 3 |
|
|
2023
Q3 | $28.1M | Sell |
89,016
-619
| -0.7% | -$205K | 3.64% | 3 |
|
|
2023
Q2 | $30.5M | Buy |
89,635
+1,459
| +2% | +$457K | 3.8% | 3 |
|
|
2023
Q1 | $25.4M | Buy |
88,176
+2,583
| +3% | +$659K | 3.43% | 4 |
|
|
2022
Q4 | $20.5M | Sell |
85,593
-919
| -1% | -$221K | 3.09% | 5 |
|
|
2022
Q3 | $20.1M | Buy |
86,512
+2,233
| +3% | +$590K | 3.35% | 5 |
|
|
2022
Q2 | $21.6M | Buy |
84,279
+8,770
| +12% | +$2.38M | 3.49% | 5 |
|
|
2022
Q1 | $23.3M | Buy |
75,509
+8,811
| +13% | +$2.65M | 3.36% | 5 |
|
|
2021
Q4 | $22.4M | Buy |
66,698
+39,108
| +142% | +$12.7M | 3.67% | 3 |
|
|
2021
Q3 | $7.78M | Sell |
27,590
-257
| -0.9% | -$74.8K | 1.82% | 12 |
|
|
2021
Q2 | $7.54M | Buy |
27,847
+3,034
| +12% | +$771K | 1.77% | 13 |
|
|
2021
Q1 | $5.85M | Buy |
24,813
+39
| +0.2% | +$9.05K | 1.64% | 18 |
|
|
2020
Q4 | $5.51M | Sell |
24,774
-465
| -2% | -$100K | 1.68% | 17 |
|
|
2020
Q3 | $5.31M | Sell |
25,239
-4,914
| -16% | -$1.03M | 1.85% | 15 |
|
|
2020
Q2 | $6.14M | Buy |
30,153
+1,226
| +4% | +$223K | 2.28% | 10 |
|
|
2020
Q1 | $4.56M | Buy |
28,927
+520
| +2% | +$85.5K | 2.21% | 13 |
|
|
2019
Q4 | $4.48M | Buy |
28,407
+215
| +0.8% | +$31.6K | 1.67% | 15 |
|
|
2019
Q3 | $3.92M | Sell |
28,192
-653
| -2% | -$89.8K | 1.64% | 16 |
|
|
2019
Q2 | $3.86M | Buy |
28,845
+396
| +1% | +$50.3K | 1.64% | 15 |
|
|
2019
Q1 | $3.35M | Sell |
28,449
-575
| -2% | -$62.7K | 1.51% | 15 |
|
|
2018
Q4 | $2.95M | Sell |
29,024
-125
| -0.4% | -$13.4K | 1.6% | 14 |
|
|
2018
Q3 | $3.33M | Sell |
29,149
-4,855
| -14% | -$526K | 1.65% | 14 |
|
|
2018
Q2 | $3.35M | Sell |
34,004
-1,504
| -4% | -$146K | 1.8% | 14 |
|
|
2018
Q1 | $3.24M | Sell |
35,508
-1,360
| -4% | -$124K | 1.84% | 13 |
|
|
2017
Q4 | $3.15M | Buy |
36,868
+1,131
| +3% | +$92.8K | 1.74% | 13 |
|
|
2017
Q3 | $2.66M | Buy |
35,737
+81
| +0.2% | +$5.92K | 1.55% | 14 |
|
|
2017
Q2 | $2.46M | Buy |
35,656
+1,836
| +5% | +$126K | 1.52% | 13 |
|
|
2017
Q1 | $2.23M | Sell |
33,820
-716
| -2% | -$45.9K | 1.54% | 16 |
|
|
2016
Q4 | $2.15M | Sell |
34,536
-345
| -1% | -$20.8K | 1.54% | 16 |
|
|
2016
Q3 | $2.01M | Sell |
34,881
-100
| -0.3% | -$5.64K | 1.52% | 15 |
|
|
2016
Q2 | $1.79M | Buy |
34,981
+2,990
| +9% | +$155K | 1.42% | 17 |
|
|
2016
Q1 | $1.77M | Buy |
31,991
+875
| +3% | +$45.9K | 1.57% | 13 |
|
|
2015
Q4 | $1.73M | Sell |
31,116
-1,125
| -3% | -$59.2K | 1.58% | 17 |
|
|
2015
Q3 | $1.43M | Buy |
32,241
+35
| +0.1% | +$1.57K | 1.38% | 22 |
|
|
2015
Q2 | $1.42M | Sell |
32,206
-6,610
| -17% | -$302K | 1.32% | 23 |
|
|
2015
Q1 | $1.58M | Buy |
38,816
+1,531
| +4% | +$66.7K | 1.42% | 19 |
|
|
2014
Q4 | $1.73M | Buy |
+37,285
| New | +$1.75M | 1.61% | 16 |
|
Other funds holding MSFT
VCM
VPM
Pinnacle Wealth Management Advisory Group's MSFT Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its Microsoft (MSFT) stake by 4.3% in Q1 2026, selling an estimated $1.55M and leaving 82,516 shares worth $30.5M. The position accounts for 2.09% of the portfolio, ranked #11.
Pinnacle Wealth Management Advisory Group first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $43.7M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 82,516 shares of Microsoft worth $30.5M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group sold 3,703 Microsoft shares in Q1 2026, an estimated $1.55M.
- Microsoft made up 2.09% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #11 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
- Pinnacle Wealth Management Advisory Group's Microsoft position peaked at $43.7M in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.