Scharf 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
Q2 | $117M | Sell |
313,848
-29,629
| -9% | -$12M | 3.87% | 6 |
|
|
2026
Q1 | $127M | Sell |
343,477
-34,619
| -9% | -$14.5M | 3.92% | 6 |
|
|
2025
Q4 | $183M | Sell |
378,096
-48,509
| -11% | -$24.3M | 4.91% | 3 |
|
|
2025
Q3 | $221M | Sell |
426,605
-18,352
| -4% | -$9.36M | 5.55% | 3 |
|
|
2025
Q2 | $221M | Buy |
444,957
+27,950
| +7% | +$12.1M | 6.37% | 2 |
|
|
2025
Q1 | $157M | Sell |
417,007
-7,888
| -2% | -$3.22M | 4.73% | 7 |
|
|
2024
Q4 | $179M | Sell |
424,895
-26,035
| -6% | -$11.1M | 5.31% | 5 |
|
|
2024
Q3 | $194M | Sell |
450,930
-22,516
| -5% | -$9.62M | 5.34% | 6 |
|
|
2024
Q2 | $212M | Sell |
473,446
-28,532
| -6% | -$12M | 6.04% | 2 |
|
|
2024
Q1 | $211M | Sell |
501,978
-16,560
| -3% | -$6.7M | 5.72% | 5 |
|
|
2023
Q4 | $195M | Sell |
518,538
-67,913
| -12% | -$24.2M | 5.35% | 5 |
|
|
2023
Q3 | $185M | Sell |
586,451
-63,764
| -10% | -$21.1M | 5.53% | 4 |
|
|
2023
Q2 | $221M | Sell |
650,215
-4,708
| -0.7% | -$1.48M | 6.64% | 3 |
|
|
2023
Q1 | $189M | Buy |
654,923
+27,816
| +4% | +$7.1M | 5.96% | 3 |
|
|
2022
Q4 | $150M | Sell |
627,107
-34,027
| -5% | -$8.17M | 4.92% | 7 |
|
|
2022
Q3 | $154M | Sell |
661,134
-165,206
| -20% | -$43.6M | 5.81% | 5 |
|
|
2022
Q2 | $212M | Sell |
826,340
-41,740
| -5% | -$11.3M | 7.24% | 2 |
|
|
2022
Q1 | $268M | Sell |
868,080
-21,535
| -2% | -$6.48M | 7.94% | 1 |
|
|
2021
Q4 | $299M | Sell |
889,615
-57,322
| -6% | -$18.6M | 8.86% | 1 |
|
|
2021
Q3 | $267M | Sell |
946,937
-102,855
| -10% | -$29.9M | 8.43% | 1 |
|
|
2021
Q2 | $284M | Buy |
1,049,792
+35,509
| +4% | +$9.03M | 8.63% | 1 |
|
|
2021
Q1 | $239M | Sell |
1,014,283
-48,280
| -5% | -$11.2M | 8.28% | 1 |
|
|
2020
Q4 | $236M | Sell |
1,062,563
-44,686
| -4% | -$9.61M | 8.9% | 1 |
|
|
2020
Q3 | $233M | Sell |
1,107,249
-83,676
| -7% | -$17.6M | 10.03% | 1 |
|
|
2020
Q2 | $242M | Sell |
1,190,925
-35,590
| -3% | -$6.46M | 10.85% | 1 |
|
|
2020
Q1 | $193M | Sell |
1,226,515
-80,580
| -6% | -$13.3M | 9.67% | 1 |
|
|
2019
Q4 | $206M | Sell |
1,307,095
-43,435
| -3% | -$6.38M | 8.06% | 1 |
|
|
2019
Q3 | $188M | Sell |
1,350,530
-62,430
| -4% | -$8.58M | 7.67% | 1 |
|
|
2019
Q2 | $189M | Sell |
1,412,960
-99,071
| -7% | -$12.6M | 7.46% | 1 |
|
|
2019
Q1 | $178M | Sell |
1,512,031
-53,474
| -3% | -$5.83M | 6.88% | 1 |
|
|
2018
Q4 | $159M | Sell |
1,565,505
-164,026
| -9% | -$17.6M | 6.31% | 1 |
|
|
2018
Q3 | $198M | Sell |
1,729,531
-347,516
| -17% | -$37.7M | 6.89% | 1 |
|
|
2018
Q2 | $205M | Sell |
2,077,047
-445,039
| -18% | -$43.1M | 7.32% | 1 |
|
|
2018
Q1 | $230M | Sell |
2,522,086
-912,398
| -27% | -$83.4M | 6.46% | 1 |
|
|
2017
Q4 | $294M | Sell |
3,434,484
-234,286
| -6% | -$19.2M | 6.66% | 1 |
|
|
2017
Q3 | $273M | Sell |
3,668,770
-83,406
| -2% | -$6.09M | 6.63% | 2 |
|
|
2017
Q2 | $259M | Sell |
3,752,176
-220,149
| -6% | -$15.1M | 6.07% | 3 |
|
|
2017
Q1 | $262M | Sell |
3,972,325
-282,132
| -7% | -$18.1M | 6.26% | 3 |
|
|
2016
Q4 | $264M | Sell |
4,254,457
-218,740
| -5% | -$13.2M | 6.13% | 1 |
|
|
2016
Q3 | $258M | Sell |
4,473,197
-95,286
| -2% | -$5.38M | 5.98% | 3 |
|
|
2016
Q2 | $234M | Buy |
4,568,483
+210,620
| +5% | +$10.9M | 5.25% | 3 |
|
|
2016
Q1 | $241M | Sell |
4,357,863
-524,764
| -11% | -$27.5M | 5.6% | 3 |
|
|
2015
Q4 | $271M | Buy |
4,882,627
+78,383
| +2% | +$4.12M | 6.46% | 1 |
|
|
2015
Q3 | $213M | Sell |
4,804,244
-90,780
| -2% | -$4.08M | 5.58% | 2 |
|
|
2015
Q2 | $216M | Buy |
4,895,024
+493,388
| +11% | +$22.5M | 5.54% | 1 |
|
|
2015
Q1 | $179M | Buy |
4,401,636
+987,405
| +29% | +$43M | 4.96% | 3 |
|
|
2014
Q4 | $159M | Buy |
3,414,231
+313,105
| +10% | +$14.7M | 4.77% | 6 |
|
|
2014
Q3 | $144M | Buy |
3,101,126
+16,320
| +0.5% | +$728K | 5.08% | 3 |
|
|
2014
Q2 | $129M | Buy |
3,084,806
+132,584
| +4% | +$5.37M | 5% | 4 |
|
|
2014
Q1 | $121M | Buy |
2,952,222
+165,740
| +6% | +$6.22M | 5.38% | 1 |
|
|
2013
Q4 | $104M | Sell |
2,786,482
-150,144
| -5% | -$5.45M | 4.66% | 4 |
|
|
2013
Q3 | $97.7M | Buy |
2,936,626
+107,625
| +4% | +$3.54M | 4.62% | 5 |
|
|
2013
Q2 | $97.7M | Buy |
+2,829,001
| New | +$92.7M | 5.3% | 1 |
|
Other funds holding MSFT
Scharf Investments's MSFT Position: Q2 2026 in Review
Scharf Investments reduced its Microsoft (MSFT) stake by 8.6% in Q2 2026, selling an estimated $12M and leaving 313,848 shares worth $117M. The position accounts for 3.87% of the portfolio, ranked #6.
Scharf Investments first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $299M in Q4 2021. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Scharf Investments held 313,848 shares of Microsoft worth $117M as of Q2 2026.
- Scharf Investments sold 29,629 Microsoft shares in Q2 2026, an estimated $12M.
- Microsoft made up 3.87% of Scharf Investments's portfolio in Q2 2026, its #6 holding.
- Scharf Investments first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- Scharf Investments's Microsoft position peaked at $299M in Q4 2021.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.