Quest 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
$36.3M Sell
98,072
-387
-0.4% -$162K 4.24% 5
2025
Q4
$47.6M Sell
98,459
-4,265
-4% -$2.14M 5.13% 3
2025
Q3
$53.2M Sell
102,724
-1,199
-1% -$612K 5.58% 3
2025
Q2
$51.7M Buy
103,923
+5,113
+5% +$2.22M 5.68% 3
2025
Q1
$37.1M Sell
98,810
-9,459
-9% -$3.86M 4.6% 3
2024
Q4
$45.6M Sell
108,269
-17,710
-14% -$7.54M 5.3% 3
2024
Q3
$54.2M Sell
125,979
-30,279
-19% -$12.9M 6.34% 3
2024
Q2
$69.8M Buy
156,258
+5,176
+3% +$2.19M 7.73% 2
2024
Q1
$63.6M Buy
151,082
+11,794
+8% +$4.77M 7.1% 2
2023
Q4
$52.4M Buy
139,288
+14,994
+12% +$5.34M 6.58% 2
2023
Q3
$39.2M Buy
124,294
+15,777
+15% +$5.21M 5.55% 3
2023
Q2
$37M Sell
108,517
-12,937
-11% -$4.05M 5.04% 2
2023
Q1
$35M Sell
121,454
-56,718
-32% -$14.5M 4.81% 3
2022
Q4
$42.7M Sell
178,172
-29,019
-14% -$6.96M 5.2% 3
2022
Q3
$48.3M Buy
207,191
+4,318
+2% +$1.14M 5.95% 3
2022
Q2
$52.1M Sell
202,873
-29,133
-13% -$7.91M 6.14% 2
2022
Q1
$71.5M Sell
232,006
-4,489
-2% -$1.35M 6.81% 3
2021
Q4
$79.5M Sell
236,495
-11,562
-5% -$3.75M 6.8% 2
2021
Q3
$69.9M Sell
248,057
-12,731
-5% -$3.7M 6.42% 3
2021
Q2
$70.6M Sell
260,788
-37,435
-13% -$9.52M 6.38% 2
2021
Q1
$70.3M Buy
298,223
+37,756
+14% +$8.76M 6.44% 2
2020
Q4
$57.9M Sell
260,467
-1,321
-0.5% -$284K 5.22% 3
2020
Q3
$55.1M Buy
261,788
+114,268
+77% +$24M 5.27% 2
2020
Q2
$30M Sell
147,520
-5,200
-3% -$944K 3.38% 3
2020
Q1
$24.1M Buy
152,720
+147
+0.1% +$24.2K 3.38% 2
2019
Q4
$24.1M Sell
152,573
-11,647
-7% -$1.71M 2.78% 2
2019
Q3
$22.8M Sell
164,220
-9,938
-6% -$1.37M 2.85% 2
2019
Q2
$23.3M Sell
174,158
-18,925
-10% -$2.4M 2.89% 3
2019
Q1
$22.8M Buy
193,083
+7,467
+4% +$815K 2.99% 3
2018
Q4
$18.9M Sell
185,616
-8,529
-4% -$914K 2.92% 2
2018
Q3
$22.2M Sell
194,145
-4,291
-2% -$465K 3.1% 2
2018
Q2
$19.6M Buy
198,436
+11,470
+6% +$1.11M 2.92% 3
2018
Q1
$17.1M Sell
186,966
-23,522
-11% -$2.15M 2.61% 3
2017
Q4
$18M Sell
210,488
-79,963
-28% -$6.56M 2.66% 4
2017
Q3
$21.6M Sell
290,451
-1,552
-0.5% -$113K 2.77% 3
2017
Q2
$20.1M Sell
292,003
-26,769
-8% -$1.84M 2.67% 3
2017
Q1
$21M Sell
318,772
-66,545
-17% -$4.26M 2.89% 3
2016
Q4
$23.9M Sell
385,317
-4,274
-1% -$257K 3.06% 3
2016
Q3
$22.4M Buy
389,591
+110,070
+39% +$6.21M 2.95% 3
2016
Q2
$14.3M Buy
279,521
+14,188
+5% +$737K 1.95% 10
2016
Q1
$14.7M Buy
265,333
+4,228
+2% +$222K 2.02% 10
2015
Q4
$14.5M Sell
261,105
-18,817
-7% -$990K 1.97% 13
2015
Q3
$12.4M Buy
279,922
+21,054
+8% +$945K 1.74% 19
2015
Q2
$11.4M Sell
258,868
-31,321
-11% -$1.43M 1.61% 17
2015
Q1
$11.8M Buy
290,189
+10,734
+4% +$467K 1.6% 8
2014
Q4
$13M Sell
279,455
-26,357
-9% -$1.24M 1.54% 10
2014
Q3
$14.2M Sell
305,812
-66,113
-18% -$2.95M 1.49% 4
2014
Q2
$15.5M Sell
371,925
-45,400
-11% -$1.84M 1.52% 12
2014
Q1
$17.1M Sell
417,325
-70,634
-14% -$2.65M 1.6% 3
2013
Q4
$18.3M Sell
487,959
-54,126
-10% -$1.97M 1.58% 3
2013
Q3
$18M Buy
+542,085
New +$17.8M 1.55% 2

Other funds holding MSFT

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

Quest Investment Management reduced its Microsoft (MSFT) stake by 0.39% in Q1 2026, selling an estimated $162K and leaving 98,072 shares worth $36.3M. The position accounts for 4.24% of the portfolio, ranked #5.

Quest Investment Management first reported a position in MSFT in Q3 2013 and has held it in 51 quarters since. The position peaked at $79.5M in Q4 2021. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Quest Investment Management held 98,072 shares of Microsoft worth $36.3M as of Q1 2026.
  • Quest Investment Management sold 387 Microsoft shares in Q1 2026, an estimated $162K.
  • Microsoft made up 4.24% of Quest Investment Management's portfolio in Q1 2026, its #5 holding.
  • Quest Investment Management first reported a position in Microsoft in Q3 2013 and has held it in 51 quarters since.
  • Quest Investment Management's Microsoft position peaked at $79.5M in Q4 2021.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.