SFMG Wealth Advisors’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 | $22.5M | Sell |
60,905
-615
| -1% | -$257K | 1.53% | 12 |
|
|
2025
Q4 | $29.8M | Sell |
61,520
-3,543
| -5% | -$1.78M | 1.99% | 12 |
|
|
2025
Q3 | $33.7M | Buy |
65,063
+602
| +0.9% | +$307K | 2.34% | 11 |
|
|
2025
Q2 | $32.1M | Sell |
64,461
-979
| -1% | -$425K | 2.41% | 11 |
|
|
2025
Q1 | $24.6M | Sell |
65,440
-1,872
| -3% | -$763K | 1.94% | 10 |
|
|
2024
Q4 | $28.4M | Sell |
67,312
-650
| -1% | -$277K | 2.24% | 10 |
|
|
2024
Q3 | $29.2M | Sell |
67,962
-585
| -0.9% | -$250K | 2.37% | 10 |
|
|
2024
Q2 | $30.6M | Sell |
68,547
-84
| -0.1% | -$35.5K | 2.66% | 10 |
|
|
2024
Q1 | $28.9M | Buy |
68,631
+1,351
| +2% | +$547K | 2.48% | 10 |
|
|
2023
Q4 | $25.3M | Sell |
67,280
-397
| -0.6% | -$141K | 2.34% | 11 |
|
|
2023
Q3 | $21.4M | Buy |
67,677
+773
| +1% | +$255K | 2.2% | 11 |
|
|
2023
Q2 | $22.8M | Sell |
66,904
-5,376
| -7% | -$1.68M | 2.34% | 10 |
|
|
2023
Q1 | $20.8M | Buy |
72,280
+2,341
| +3% | +$597K | 2.24% | 12 |
|
|
2022
Q4 | $16.8M | Sell |
69,939
-2,079
| -3% | -$499K | 1.86% | 12 |
|
|
2022
Q3 | $16.3M | Buy |
72,018
+970
| +1% | +$256K | 1.9% | 13 |
|
|
2022
Q2 | $18.2M | Buy |
71,048
+2,236
| +3% | +$607K | 2.12% | 10 |
|
|
2022
Q1 | $21.2M | Sell |
68,812
-2,162
| -3% | -$650K | 2.1% | 11 |
|
|
2021
Q4 | $23.9M | Buy |
70,974
+249
| +0.4% | +$80.7K | 2.32% | 10 |
|
|
2021
Q3 | $19.9M | Buy |
70,725
+1,720
| +2% | +$500K | 2.21% | 11 |
|
|
2021
Q2 | $18.7M | Sell |
69,005
-3,335
| -5% | -$848K | 2.08% | 11 |
|
|
2021
Q1 | $17.1M | Buy |
72,340
+1,527
| +2% | +$354K | 1.98% | 12 |
|
|
2020
Q4 | $15.8M | Buy |
70,813
+6,445
| +10% | +$1.39M | 2% | 12 |
|
|
2020
Q3 | $13.5M | Buy |
64,368
+3,464
| +6% | +$728K | 1.87% | 13 |
|
|
2020
Q2 | $12.4M | Buy |
60,904
+1,544
| +3% | +$280K | 1.77% | 15 |
|
|
2020
Q1 | $9.36M | Buy |
59,360
+10,544
| +22% | +$1.73M | 1.4% | 16 |
|
|
2019
Q4 | $7.7M | Buy |
48,816
+3,456
| +8% | +$508K | 0.94% | 16 |
|
|
2019
Q3 | $6.31M | Sell |
45,360
-6,030
| -12% | -$829K | 0.85% | 16 |
|
|
2019
Q2 | $7.26M | Buy |
51,390
+271
| +0.5% | +$34.4K | 0.99% | 14 |
|
|
2019
Q1 | $6.03M | Sell |
51,119
-9,006
| -15% | -$983K | 0.87% | 16 |
|
|
2018
Q4 | $5.1M | Buy |
60,125
+11,037
| +22% | +$1.18M | 0.83% | 16 |
|
|
2018
Q3 | $5.21M | Buy |
49,088
+8,611
| +21% | +$933K | 0.8% | 14 |
|
|
2018
Q2 | $3.02M | Buy |
40,477
+25,740
| +175% | +$2.49M | 0.49% | 17 |
|
|
2018
Q1 | $1.34M | Buy |
14,737
+486
| +3% | +$44.4K | 0.23% | 34 |
|
|
2017
Q4 | $1.22M | Buy |
14,251
+312
| +2% | +$25.6K | 0.2% | 38 |
|
|
2017
Q3 | $1.04M | Buy |
13,939
+40
| +0.3% | +$2.92K | 0.2% | 41 |
|
|
2017
Q2 | $958K | Buy |
13,899
+1,664
| +14% | +$114K | 0.2% | 42 |
|
|
2017
Q1 | $806K | Buy |
12,235
+117
| +1% | +$7.5K | 0.16% | 48 |
|
|
2016
Q4 | $753K | Buy |
12,118
+849
| +8% | +$51.1K | 0.16% | 51 |
|
|
2016
Q3 | $649K | Buy |
11,269
+321
| +3% | +$18.1K | 0.14% | 55 |
|
|
2016
Q2 | $560K | Buy |
10,948
+1,165
| +12% | +$60.5K | 0.13% | 60 |
|
|
2016
Q1 | $540K | Buy |
9,783
+130
| +1% | +$6.82K | 0.12% | 59 |
|
|
2015
Q4 | $536K | Buy |
9,653
+1,196
| +14% | +$62.9K | 0.12% | 70 |
|
|
2015
Q3 | $374K | Buy |
8,457
+418
| +5% | +$18.8K | 0.09% | 78 |
|
|
2015
Q2 | $355K | Sell |
8,039
-16,483
| -67% | -$752K | 0.08% | 81 |
|
|
2015
Q1 | $997K | Buy |
24,522
+16,244
| +196% | +$707K | 0.08% | 76 |
|
|
2014
Q4 | $384K | Buy |
8,278
+209
| +3% | +$9.81K | 0.09% | 85 |
|
|
2014
Q3 | $374K | Buy |
8,069
+408
| +5% | +$18.2K | 0.12% | 51 |
|
|
2014
Q2 | $319K | Buy |
7,661
+17
| +0.2% | +$688 | 0.11% | 56 |
|
|
2014
Q1 | $313K | Buy |
7,644
+289
| +4% | +$10.8K | 0.11% | 53 |
|
|
2013
Q4 | $275K | Buy |
7,355
+123
| +2% | +$4.47K | 0.09% | 57 |
|
|
2013
Q3 | $241K | Buy |
7,232
+17
| +0.2% | +$559 | 0.1% | 56 |
|
|
2013
Q2 | $249K | Buy |
+7,215
| New | +$236K | 0.1% | 57 |
|
Other funds holding MSFT
VCM
VPM
SFMG Wealth Advisors's MSFT Position: Q1 2026 in Review
SFMG Wealth Advisors reduced its Microsoft (MSFT) stake by 1% in Q1 2026, selling an estimated $257K and leaving 60,905 shares worth $22.5M. The position accounts for 1.53% of the portfolio, ranked #12.
SFMG Wealth Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.7M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- SFMG Wealth Advisors held 60,905 shares of Microsoft worth $22.5M as of Q1 2026.
- SFMG Wealth Advisors sold 615 Microsoft shares in Q1 2026, an estimated $257K.
- Microsoft made up 1.53% of SFMG Wealth Advisors's portfolio in Q1 2026, its #12 holding.
- SFMG Wealth Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- SFMG Wealth Advisors's Microsoft position peaked at $33.7M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.