Progressive Investment 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
$29.9M Buy
80,676
+27
+0% +$11.3K 7.89% 4
2025
Q4
$39M Sell
80,649
-680
-0.8% -$341K 9.33% 2
2025
Q3
$42.1M Sell
81,329
-1,028
-1% -$524K 10.24% 1
2025
Q2
$41M Sell
82,357
-938
-1% -$407K 10.44% 1
2025
Q1
$31.3M Sell
83,295
-1,691
-2% -$689K 8.75% 2
2024
Q4
$35.8M Sell
84,986
-2,374
-3% -$1.01M 9.2% 2
2024
Q3
$37.6M Sell
87,360
-773
-0.9% -$330K 9.64% 1
2024
Q2
$39.4M Sell
88,133
-1,183
-1% -$500K 10.44% 1
2024
Q1
$37.6M Sell
89,316
-1,474
-2% -$597K 10.31% 1
2023
Q4
$34.1M Sell
90,790
-1,234
-1% -$439K 9.71% 2
2023
Q3
$29.1M Sell
92,024
-914
-1% -$302K 9.44% 2
2023
Q2
$31.6M Sell
92,938
-2,915
-3% -$914K 9.87% 2
2023
Q1
$27.6M Buy
95,853
+3,212
+3% +$819K 8.92% 2
2022
Q4
$22.2M Buy
92,641
+903
+1% +$217K 8.62% 2
2022
Q3
$21.4M Buy
91,738
+480
+0.5% +$127K 8.78% 2
2022
Q2
$23.4M Buy
91,258
+5,207
+6% +$1.41M 9.16% 2
2022
Q1
$26.5M Sell
86,051
-921
-1% -$277K 8.36% 2
2021
Q4
$29.3M Sell
86,972
-216
-0.2% -$70K 8.12% 2
2021
Q3
$24.6M Buy
87,188
+1,699
+2% +$494K 7.29% 2
2021
Q2
$23.2M Sell
85,489
-609
-0.7% -$155K 7.22% 2
2021
Q1
$20.3M Buy
86,098
+973
+1% +$226K 7.15% 2
2020
Q4
$18.9M Buy
85,125
+766
+0.9% +$165K 6.82% 3
2020
Q3
$17.7M Buy
84,359
+8,410
+11% +$1.77M 7.03% 3
2020
Q2
$15.5M Sell
75,949
-219
-0.3% -$39.8K 6.75% 3
2020
Q1
$12M Buy
76,168
+110
+0.1% +$18.1K 6.68% 3
2019
Q4
$12M Buy
76,058
+258
+0.3% +$37.9K 5.85% 2
2019
Q3
$10.5M Buy
75,800
+1,549
+2% +$213K 5.64% 3
2019
Q2
$9.95M Buy
74,251
+55
+0.1% +$6.98K 5.57% 2
2019
Q1
$8.75M Sell
74,196
-31
-0% -$3.38K 5.09% 3
2018
Q4
$7.54M Buy
74,227
+1,433
+2% +$154K 5.18% 3
2018
Q3
$8.32M Buy
72,794
+1,206
+2% +$131K 4.97% 3
2018
Q2
$7.02M Buy
71,588
+468
+0.7% +$45.4K 4.53% 4
2018
Q1
$6.49M Buy
71,120
+42
+0.1% +$3.84K 4.35% 3
2017
Q4
$6.08M Buy
71,078
+1,402
+2% +$115K 4.08% 4
2017
Q3
$5.19M Buy
69,676
+487
+0.7% +$35.6K 3.91% 5
2017
Q2
$4.77M Buy
69,189
+640
+0.9% +$43.9K 3.71% 4
2017
Q1
$4.51M Buy
68,549
+920
+1% +$59K 3.76% 4
2016
Q4
$4.2M Buy
67,629
+103
+0.2% +$6.2K 3.85% 3
2016
Q3
$3.89M Buy
67,526
+141
+0.2% +$7.96K 3.61% 4
2016
Q2
$3.45M Buy
67,385
+3,932
+6% +$204K 3.34% 5
2016
Q1
$3.5M Buy
63,453
+10,115
+19% +$530K 3.56% 3
2015
Q4
$2.96M Sell
53,338
-636
-1% -$33.5K 3.16% 6
2015
Q3
$2.39M Buy
53,974
+2,480
+5% +$111K 2.76% 12
2015
Q2
$2.27M Buy
+51,494
New +$2.35M 2.5% 16

Other funds holding MSFT

Progressive Investment Management's MSFT Position: Q1 2026 in Review

Progressive Investment Management increased its Microsoft (MSFT) stake by 0.03% in Q1 2026, buying an estimated $11.3K and bringing the position to 80,676 shares worth $29.9M. The position accounts for 7.89% of the portfolio, ranked #4.

Progressive Investment Management first reported a position in MSFT in Q2 2015 and has held it in 44 quarters since. The position peaked at $42.1M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Progressive Investment Management held 80,676 shares of Microsoft worth $29.9M as of Q1 2026.
  • Progressive Investment Management bought 27 Microsoft shares in Q1 2026, an estimated $11.3K.
  • Microsoft made up 7.89% of Progressive Investment Management's portfolio in Q1 2026, its #4 holding.
  • Progressive Investment Management first reported a position in Microsoft in Q2 2015 and has held it in 44 quarters since.
  • Progressive Investment Management's Microsoft position peaked at $42.1M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.