Ridgewood Investments’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 | $2.5M | Buy |
+6,766
| New | +$2.83M | 1.02% | 16 |
|
|
2025
Q3 | $2.93M | Sell |
5,656
-711
| -11% | -$363K | 1.24% | 13 |
|
|
2025
Q2 | $3.17M | Buy |
6,367
+144
| +2% | +$62.5K | 1.37% | 8 |
|
|
2025
Q1 | $2.34M | Buy |
6,223
+2,024
| +48% | +$825K | 1.09% | 12 |
|
|
2024
Q4 | $1.77M | Buy |
4,199
+1,062
| +34% | +$452K | 0.85% | 22 |
|
|
2024
Q3 | $1.35M | Sell |
3,137
-1,116
| -26% | -$477K | 0.67% | 37 |
|
|
2024
Q2 | $1.9M | Sell |
4,253
-3,854
| -48% | -$1.63M | 0.95% | 16 |
|
|
2024
Q1 | $3.41M | Sell |
8,107
-65
| -0.8% | -$26.3K | 1.8% | 6 |
|
|
2023
Q4 | $3.07M | Buy |
8,172
+62
| +0.8% | +$22.1K | 1.82% | 5 |
|
|
2023
Q3 | $2.56M | Buy |
8,110
+3,842
| +90% | +$1.27M | 1.68% | 7 |
|
|
2023
Q2 | $1.45M | Sell |
4,268
-131
| -3% | -$41.1K | 0.83% | 20 |
|
|
2023
Q1 | $1.27M | Buy |
4,399
+113
| +3% | +$28.8K | 0.78% | 26 |
|
|
2022
Q4 | $1.03M | Buy |
4,286
+218
| +5% | +$52.3K | 0.73% | 35 |
|
|
2022
Q3 | $947K | Buy |
4,068
+133
| +3% | +$35.1K | 0.79% | 33 |
|
|
2022
Q2 | $1.01M | Buy |
3,935
+1,712
| +77% | +$465K | 0.8% | 31 |
|
|
2022
Q1 | $685K | Buy |
2,223
+598
| +37% | +$180K | 0.45% | 75 |
|
|
2021
Q4 | $546K | Hold |
1,625
| – | – | 0.35% | 101 |
|
|
2021
Q3 | $458K | Hold |
1,625
| – | – | 0.31% | 107 |
|
|
2021
Q2 | $440K | Sell |
1,625
-1,642
| -50% | -$417K | 0.28% | 120 |
|
|
2021
Q1 | $770K | Sell |
3,267
-1,034
| -24% | -$240K | 0.47% | 73 |
|
|
2020
Q4 | $905K | Hold |
4,301
| – | – | 0.71% | 37 |
|
|
2020
Q3 | $905K | Buy |
4,301
+413
| +11% | +$86.7K | 0.71% | 37 |
|
|
2020
Q2 | $791K | Hold |
3,888
| – | – | 0.65% | 40 |
|
|
2020
Q1 | $613K | Sell |
3,888
-2
| -0.1% | -$329 | 0.62% | 44 |
|
|
2019
Q4 | $613K | Sell |
3,890
-63
| -2% | -$9.26K | 0.43% | 74 |
|
|
2019
Q3 | $550K | Buy |
3,953
+692
| +21% | +$95.2K | 0.43% | 74 |
|
|
2019
Q2 | $437K | Buy |
3,261
+1
| +0% | +$127 | 0.34% | 93 |
|
|
2019
Q1 | $385K | Hold |
3,260
| – | – | 0.32% | 97 |
|
|
2018
Q4 | $373K | Hold |
3,260
| – | – | 0.3% | 97 |
|
|
2018
Q3 | $373K | Buy |
3,260
+630
| +24% | +$68.3K | 0.3% | 98 |
|
|
2018
Q2 | $259K | Sell |
2,630
-60
| -2% | -$5.82K | 0.23% | 129 |
|
|
2018
Q1 | $245K | Buy |
2,690
+31
| +1% | +$2.83K | 0.23% | 122 |
|
|
2017
Q4 | $227K | Buy |
+2,659
| New | +$218K | 0.2% | 134 |
|
Other funds holding MSFT
VCM
VPM
Ridgewood Investments's MSFT Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Microsoft (MSFT) in Q1 2026: 6,766 shares worth $2.5M. The stake represents 1.02% of the portfolio and ranks #16 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in MSFT as recently as Q3 2025.
Ridgewood Investments first reported a position in MSFT in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.41M in Q1 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Ridgewood Investments held 6,766 shares of Microsoft worth $2.5M as of Q1 2026.
- Microsoft was a new Ridgewood Investments position in Q1 2026.
- Microsoft made up 1.02% of Ridgewood Investments's portfolio in Q1 2026, its #16 holding.
- Ridgewood Investments first reported a position in Microsoft in Q4 2017 and has held it in 33 quarters since.
- Ridgewood Investments's Microsoft position peaked at $3.41M in Q1 2024.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.