Polen Capital 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 | $1.05B | Sell |
2,845,888
-1,064,097
| -27% | -$445M | 7.29% | 1 |
|
|
2025
Q4 | $1.89B | Sell |
3,909,985
-1,110,173
| -22% | -$556M | 8.08% | 2 |
|
|
2025
Q3 | $2.6B | Sell |
5,020,158
-405,965
| -7% | -$207M | 8.44% | 2 |
|
|
2025
Q2 | $2.7B | Sell |
5,426,123
-514,983
| -9% | -$224M | 8.28% | 2 |
|
|
2025
Q1 | $2.23B | Sell |
5,941,106
-469,776
| -7% | -$192M | 7% | 2 |
|
|
2024
Q4 | $2.7B | Sell |
6,410,882
-601,583
| -9% | -$256M | 7.3% | 2 |
|
|
2024
Q3 | $3.02B | Sell |
7,012,465
-1,973,084
| -22% | -$843M | 7.79% | 2 |
|
|
2024
Q2 | $4.02B | Sell |
8,985,549
-679,823
| -7% | -$287M | 10.08% | 2 |
|
|
2024
Q1 | $4.07B | Sell |
9,665,372
-290,880
| -3% | -$118M | 9.39% | 2 |
|
|
2023
Q4 | $3.74B | Buy |
9,956,252
+2,804,875
| +39% | +$998M | 9.02% | 2 |
|
|
2023
Q3 | $2.26B | Sell |
7,151,377
-272,624
| -4% | -$90.1M | 5.94% | 4 |
|
|
2023
Q2 | $2.53B | Sell |
7,424,001
-1,817,269
| -20% | -$570M | 6.27% | 3 |
|
|
2023
Q1 | $2.66B | Sell |
9,241,270
-252,929
| -3% | -$64.5M | 7.02% | 2 |
|
|
2022
Q4 | $2.28B | Sell |
9,494,199
-106,305
| -1% | -$25.5M | 6.64% | 3 |
|
|
2022
Q3 | $2.24B | Buy |
9,600,504
+131,430
| +1% | +$34.7M | 6.25% | 3 |
|
|
2022
Q2 | $2.43B | Sell |
9,469,074
-322,028
| -3% | -$87.4M | 6.41% | 5 |
|
|
2022
Q1 | $3.02B | Sell |
9,791,102
-372,139
| -4% | -$112M | 5.89% | 4 |
|
|
2021
Q4 | $3.42B | Buy |
10,163,241
+122,871
| +1% | +$39.8M | 5.74% | 4 |
|
|
2021
Q3 | $2.83B | Sell |
10,040,370
-5,995,611
| -37% | -$1.74B | 5.19% | 5 |
|
|
2021
Q2 | $4.34B | Buy |
16,035,981
+653,663
| +4% | +$166M | 8.32% | 2 |
|
|
2021
Q1 | $3.63B | Buy |
15,382,318
+224,044
| +1% | +$52M | 8.15% | 2 |
|
|
2020
Q4 | $3.37B | Buy |
15,158,274
+434,777
| +3% | +$93.5M | 7.83% | 1 |
|
|
2020
Q3 | $3.1B | Sell |
14,723,497
-2,934,455
| -17% | -$616M | 8.28% | 2 |
|
|
2020
Q2 | $3.59B | Buy |
17,657,952
+1,609,874
| +10% | +$292M | 10.86% | 1 |
|
|
2020
Q1 | $2.53B | Buy |
16,048,078
+448,311
| +3% | +$73.7M | 10.98% | 1 |
|
|
2019
Q4 | $2.46B | Sell |
15,599,767
-576,663
| -4% | -$84.7M | 9.69% | 1 |
|
|
2019
Q3 | $2.25B | Buy |
16,176,430
+580,985
| +4% | +$79.9M | 10.36% | 1 |
|
|
2019
Q2 | $2.09B | Buy |
15,595,445
+413,770
| +3% | +$52.5M | 10.13% | 1 |
|
|
2019
Q1 | $1.79B | Buy |
15,181,675
+975,560
| +7% | +$106M | 9.36% | 1 |
|
|
2018
Q4 | $1.44B | Buy |
14,206,115
+387,514
| +3% | +$41.5M | 9.41% | 1 |
|
|
2018
Q3 | $1.58B | Buy |
13,818,601
+114,047
| +0.8% | +$12.4M | 9% | 1 |
|
|
2018
Q2 | $1.35B | Buy |
13,704,554
+2,692,288
| +24% | +$261M | 8.68% | 2 |
|
|
2018
Q1 | $1.01B | Buy |
11,012,266
+3,781,879
| +52% | +$346M | 7.13% | 3 |
|
|
2017
Q4 | $618M | Buy |
7,230,387
+149,172
| +2% | +$12.2M | 4.6% | 11 |
|
|
2017
Q3 | $527M | Buy |
+7,081,215
| New | +$517M | 4.25% | 15 |
|
Other funds holding MSFT
VCM
VPM
