Shelton Capital 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 | $246M | Buy |
664,301
+101,780
| +18% | +$42.6M | 5.38% | 3 |
|
|
2025
Q4 | $272M | Buy |
562,521
+31,392
| +6% | +$15.7M | 5.37% | 3 |
|
|
2025
Q3 | $275M | Sell |
531,129
-1,596
| -0.3% | -$814K | 5.89% | 3 |
|
|
2025
Q2 | $265M | Sell |
532,725
-64,848
| -11% | -$28.2M | 6.1% | 3 |
|
|
2025
Q1 | $224M | Buy |
597,573
+76,187
| +15% | +$31.1M | 5.34% | 2 |
|
|
2024
Q4 | $220M | Buy |
521,386
+29,654
| +6% | +$12.6M | 5.47% | 3 |
|
|
2024
Q3 | $212M | Buy |
491,732
+673
| +0.1% | +$288K | 5.43% | 3 |
|
|
2024
Q2 | $219M | Buy |
491,059
+26,672
| +6% | +$11.3M | 5.96% | 2 |
|
|
2024
Q1 | $195M | Buy |
464,387
+9,397
| +2% | +$3.8M | 5.55% | 2 |
|
|
2023
Q4 | $171M | Sell |
454,990
-33,401
| -7% | -$11.9M | 5.42% | 2 |
|
|
2023
Q3 | $154M | Sell |
488,391
-96,702
| -17% | -$32M | 5.65% | 2 |
|
|
2023
Q2 | $199M | Buy |
585,093
+27,761
| +5% | +$8.7M | 7.15% | 2 |
|
|
2023
Q1 | $161M | Buy |
557,332
+515,432
| +1,230% | +$131M | 6.69% | 2 |
|
|
2022
Q4 | $10M | Sell |
41,900
-456,523
| -92% | -$110M | 1.05% | 8 |
|
|
2022
Q3 | $116M | Buy |
498,423
+672
| +0.1% | +$177K | 5.52% | 2 |
|
|
2022
Q2 | $128M | Buy |
497,751
+10,981
| +2% | +$2.98M | 5.75% | 2 |
|
|
2022
Q1 | $150M | Buy |
486,770
+13,560
| +3% | +$4.08M | 5.54% | 2 |
|
|
2021
Q4 | $159M | Sell |
473,210
-17,587
| -4% | -$5.7M | 5.63% | 2 |
|
|
2021
Q3 | $138M | Buy |
490,797
+12,046
| +3% | +$3.5M | 5.41% | 2 |
|
|
2021
Q2 | $130M | Sell |
478,751
-474,095
| -50% | -$121M | 4.9% | 2 |
|
|
2021
Q1 | $225M | Buy |
952,846
+442,047
| +87% | +$103M | 7.82% | 1 |
|
|
2020
Q4 | $114M | Sell |
510,799
-45,468
| -8% | -$9.78M | 5.11% | 2 |
|
|
2020
Q3 | $117M | Buy |
556,267
+50,689
| +10% | +$10.6M | 4.84% | 2 |
|
|
2020
Q2 | $103M | Buy |
505,578
+6,121
| +1% | +$1.11M | 5.67% | 2 |
|
|
2020
Q1 | $78.8M | Sell |
499,457
-143,593
| -22% | -$23.6M | 5.71% | 2 |
|
|
2019
Q4 | $101M | Buy |
643,050
+31,651
| +5% | +$4.65M | 5.6% | 2 |
|
|
2019
Q3 | $85M | Buy |
611,399
+215,118
| +54% | +$29.6M | 5.02% | 2 |
|
|
2019
Q2 | $53.1M | Buy |
396,281
+343,794
| +655% | +$43.6M | 3.06% | 5 |
|
|
2019
Q1 | $445K | Sell |
52,487
-381,794
| -88% | -$41.7M | 1.76% | 7 |
|
|
2018
Q4 | $44.1M | Sell |
434,281
-147,158
| -25% | -$15.8M | 3% | 4 |
|
|
2018
Q3 | $66.5M | Sell |
581,439
-4,756
| -0.8% | -$516K | 3.79% | 3 |
|
|
2018
Q2 | $57.8M | Buy |
586,195
+52,449
| +10% | +$5.08M | 3.6% | 3 |
|
|
2018
Q1 | $48.7M | Sell |
533,746
-4,476
| -0.8% | -$409K | 3.2% | 3 |
|
|
2017
Q4 | $46M | Sell |
538,222
-6,964
| -1% | -$571K | 2.96% | 4 |
|
|
2017
Q3 | $40.6M | Buy |
545,186
+18,128
| +3% | +$1.32M | 2.74% | 4 |
|
|
2017
Q2 | $36.3M | Sell |
527,058
-47,542
| -8% | -$3.26M | 2.57% | 4 |
|
|
2017
Q1 | $37.8M | Sell |
574,600
-14,075
| -2% | -$902K | 2.62% | 6 |
|
|
2016
Q4 | $36.6M | Sell |
588,675
-3,357
| -0.6% | -$202K | 2.79% | 4 |
|
|
2016
Q3 | $34.1M | Sell |
592,032
-22,594
| -4% | -$1.28M | 2.85% | 4 |
|
|
2016
Q2 | $31.4M | Buy |
614,626
+82,453
| +15% | +$4.28M | 2.77% | 4 |
|
|
2016
Q1 | $29.4M | Buy |
532,173
+8,331
| +2% | +$437K | 2.66% | 4 |
|
|
2015
Q4 | $29.1M | Buy |
523,842
+7,641
| +1% | +$402K | 2.81% | 3 |
|
|
2015
Q3 | $22.8M | Buy |
516,201
+28,975
| +6% | +$1.3M | 2.51% | 3 |
|
|
2015
Q2 | $21.5M | Buy |
487,226
+48,087
| +11% | +$2.19M | 2.23% | 3 |
|
|
2015
Q1 | $17.9M | Buy |
439,139
+25,434
| +6% | +$1.11M | 1.93% | 2 |
|
|
2014
Q4 | $19.2M | Buy |
413,705
+62,216
| +18% | +$2.92M | 2.24% | 2 |
|
|
2014
Q3 | $16.3M | Buy |
351,489
+23,444
| +7% | +$1.05M | 2.19% | 2 |
|
|
2014
Q2 | $13.7M | Sell |
328,045
-63,372
| -16% | -$2.56M | 1.91% | 2 |
|
|
2014
Q1 | $16M | Buy |
391,417
+26,206
| +7% | +$984K | 2.35% | 2 |
|
|
2013
Q4 | $13.7M | Buy |
365,211
+1,974
| +0.5% | +$71.7K | 2.07% | 2 |
|
|
2013
Q3 | $12.1M | Buy |
363,237
+1,655
| +0.5% | +$54.4K | 2.02% | 2 |
|
|
2013
Q2 | $12.5M | Buy |
+361,582
| New | +$11.8M | 2.28% | 2 |
|
Other funds holding MSFT
VCM
VPM
Shelton Capital Management's MSFT Position: Q1 2026 in Review
Shelton Capital Management increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $42.6M and bringing the position to 664,301 shares worth $246M. The position accounts for 5.38% of the portfolio, ranked #3.
Shelton Capital Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $275M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Shelton Capital Management held 664,301 shares of Microsoft worth $246M as of Q1 2026.
- Shelton Capital Management bought 101,780 Microsoft shares in Q1 2026, an estimated $42.6M.
- Microsoft made up 5.38% of Shelton Capital Management's portfolio in Q1 2026, its #3 holding.
- Shelton Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Shelton Capital Management's Microsoft position peaked at $275M in Q3 2025.
- 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.