Portfolio Strategies’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 | $1.86M | Buy |
5,024
+1,140
| +29% | +$477K | 0.23% | 23 |
|
|
2025
Q4 | $1.88M | Sell |
3,884
-38
| -1% | -$19K | 0.22% | 21 |
|
|
2025
Q3 | $2.03M | Sell |
3,922
-133
| -3% | -$67.8K | 0.24% | 22 |
|
|
2025
Q2 | $2.02M | Sell |
4,055
-21
| -0.5% | -$9.12K | 0.26% | 23 |
|
|
2025
Q1 | $1.53M | Buy |
4,076
+97
| +2% | +$39.5K | 0.24% | 22 |
|
|
2024
Q4 | $1.67M | Buy |
3,979
+33
| +0.8% | +$14.1K | 0.24% | 21 |
|
|
2024
Q3 | $1.7M | Buy |
3,946
+14
| +0.4% | +$5.99K | 0.23% | 21 |
|
|
2024
Q2 | $1.76M | Sell |
3,932
-4,878
| -55% | -$2.06M | 0.24% | 19 |
|
|
2024
Q1 | $3.71M | Buy |
8,810
+4,879
| +124% | +$1.98M | 0.25% | 42 |
|
|
2023
Q4 | $1.48M | Buy |
3,931
+565
| +17% | +$201K | 0.25% | 22 |
|
|
2023
Q3 | $1.06M | Sell |
3,366
-98
| -3% | -$32.4K | 0.2% | 28 |
|
|
2023
Q2 | $1.18M | Hold |
3,464
| – | – | 0.21% | 26 |
|
|
2023
Q1 | $999K | Buy |
3,464
+101
| +3% | +$25.8K | 0.19% | 35 |
|
|
2022
Q4 | $807K | Hold |
3,363
| – | – | 0.18% | 29 |
|
|
2022
Q3 | $783K | Sell |
3,363
-40
| -1% | -$10.6K | 0.2% | 39 |
|
|
2022
Q2 | $874K | Hold |
3,403
| – | – | 0.2% | 33 |
|
|
2022
Q1 | $1.05M | Buy |
3,403
+81
| +2% | +$24.4K | 0.2% | 34 |
|
|
2021
Q4 | $1.12M | Buy |
3,322
+99
| +3% | +$32.1K | 0.21% | 34 |
|
|
2021
Q3 | $909K | Buy |
3,223
+65
| +2% | +$18.9K | 0.18% | 35 |
|
|
2021
Q2 | $856K | Buy |
3,158
+45
| +1% | +$11.4K | 0.17% | 35 |
|
|
2021
Q1 | $734K | Hold |
3,113
| – | – | 0.15% | 40 |
|
|
2020
Q4 | $692K | Sell |
3,113
-88
| -3% | -$18.9K | 0.14% | 35 |
|
|
2020
Q3 | $673K | Hold |
3,201
| – | – | 0.19% | 33 |
|
|
2020
Q2 | $651K | Sell |
3,201
-15
| -0.5% | -$2.72K | 0.23% | 31 |
|
|
2020
Q1 | $507K | Sell |
3,216
-2
| -0.1% | -$329 | 0.29% | 29 |
|
|
2019
Q4 | $507K | Buy |
3,218
+1,037
| +48% | +$152K | 0.23% | 43 |
|
|
2019
Q3 | $303K | Buy |
2,181
+2
| +0.1% | +$275 | 0.16% | 46 |
|
|
2019
Q2 | $291K | Buy |
2,179
+19
| +0.9% | +$2.41K | 0.19% | 45 |
|
|
2019
Q1 | $255K | Buy |
2,160
+6
| +0.3% | +$655 | 0.2% | 53 |
|
|
2018
Q4 | $219K | Buy |
2,154
+15
| +0.7% | +$1.61K | 0.19% | 42 |
|
|
2018
Q3 | $245K | Sell |
2,139
-1,560
| -42% | -$169K | 0.14% | 46 |
|
|
2018
Q2 | $365K | Buy |
3,699
+6
| +0.2% | +$582 | 0.24% | 38 |
|
|
2018
Q1 | $337K | Buy |
3,693
+7
| +0.2% | +$640 | 0.26% | 39 |
|
|
2017
Q4 | $315K | Buy |
+3,686
| New | +$302K | 0.22% | 43 |
|
Other funds holding MSFT
VCM
VPM
Portfolio Strategies's MSFT Position: Q1 2026 in Review
Portfolio Strategies increased its Microsoft (MSFT) stake by 29% in Q1 2026, buying an estimated $477K and bringing the position to 5,024 shares worth $1.86M. The position accounts for 0.23% of the portfolio, ranked #23.
Portfolio Strategies first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.71M in Q1 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Portfolio Strategies held 5,024 shares of Microsoft worth $1.86M as of Q1 2026.
- Portfolio Strategies bought 1,140 Microsoft shares in Q1 2026, an estimated $477K.
- Microsoft made up 0.23% of Portfolio Strategies's portfolio in Q1 2026, its #23 holding.
- Portfolio Strategies first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Portfolio Strategies's Microsoft position peaked at $3.71M in Q1 2024.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.