SimplyRich’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 | $9.56M | Sell |
25,817
-22
| -0.1% | -$9.21K | 2.44% | 8 |
|
|
2025
Q4 | $12.5M | Sell |
25,839
-17
| -0.1% | -$8.52K | 3.27% | 7 |
|
|
2025
Q3 | $13.4M | Sell |
25,856
-333
| -1% | -$170K | 3.61% | 7 |
|
|
2025
Q2 | $13M | Sell |
26,189
-73
| -0.3% | -$31.7K | 3.63% | 6 |
|
|
2025
Q1 | $9.86M | Sell |
26,262
-12
| -0% | -$4.89K | 2.85% | 6 |
|
|
2024
Q4 | $11.1M | Sell |
26,274
-25
| -0.1% | -$10.6K | 3.16% | 7 |
|
|
2024
Q3 | $11.3M | Hold |
26,299
| – | – | 3.15% | 6 |
|
|
2024
Q2 | $11.8M | Hold |
26,299
| – | – | 3.72% | 7 |
|
|
2024
Q1 | $11.1M | Sell |
26,299
-109
| -0.4% | -$44.1K | 3.58% | 7 |
|
|
2023
Q4 | $9.93M | Sell |
26,408
-22
| -0.1% | -$7.83K | 3.41% | 6 |
|
|
2023
Q3 | $8.35M | Sell |
26,430
-11
| -0% | -$3.63K | 4.05% | 3 |
|
|
2023
Q2 | $9M | Sell |
26,441
-95
| -0.4% | -$29.8K | 3.21% | 6 |
|
|
2023
Q1 | $7.65M | Buy |
26,536
+22
| +0.1% | +$5.61K | 2.88% | 7 |
|
|
2022
Q4 | $6.36M | Hold |
26,514
| – | – | 2.53% | 8 |
|
|
2022
Q3 | $6.17M | Hold |
26,514
| – | – | 2.78% | 8 |
|
|
2022
Q2 | $6.81M | Sell |
26,514
-21
| -0.1% | -$5.7K | 2.83% | 8 |
|
|
2022
Q1 | $8.18M | Sell |
26,535
-71
| -0.3% | -$21.4K | 2.86% | 8 |
|
|
2021
Q4 | $8.95M | Sell |
26,606
-152
| -0.6% | -$49.3K | 2.97% | 8 |
|
|
2021
Q3 | $7.54M | Sell |
26,758
-24
| -0.1% | -$6.98K | 2.74% | 8 |
|
|
2021
Q2 | $7.25M | Sell |
26,782
-37
| -0.1% | -$9.4K | 3.33% | 4 |
|
|
2021
Q1 | $6.32M | Buy |
26,819
+40
| +0.1% | +$9.28K | 2.51% | 8 |
|
|
2020
Q4 | $5.96M | Sell |
26,779
-62
| -0.2% | -$13.3K | 2.66% | 7 |
|
|
2020
Q3 | $5.64M | Hold |
26,841
| – | – | 2.83% | 7 |
|
|
2020
Q2 | $5.33M | Hold |
26,841
| – | – | 2.93% | 7 |
|
|
2020
Q1 | $4.3M | Hold |
26,841
| – | – | 2.87% | 7 |
|
|
2019
Q4 | $4.23M | Hold |
26,841
| – | – | 2.13% | 9 |
|
|
2019
Q3 | $3.7M | Hold |
26,841
| – | – | 2.02% | 10 |
|
|
2019
Q2 | $3.6M | Hold |
26,841
| – | – | 1.99% | 9 |
|
|
2019
Q1 | $3.17M | Buy |
26,841
+22
| +0.1% | +$2.4K | 2.58% | 9 |
|
|
2018
Q4 | $2.69M | Sell |
26,819
-376
| -1% | -$40.3K | 2.47% | 9 |
|
|
2018
Q3 | $3.11M | Hold |
27,195
| – | – | 1.7% | 12 |
|
|
2018
Q2 | $2.68M | Sell |
27,195
-500
| -2% | -$48.5K | 1.54% | 12 |
|
|
2018
Q1 | $2.53M | Hold |
27,695
| – | – | 1.41% | 14 |
|
|
2017
Q4 | $2.37M | Buy |
+27,695
| New | +$2.27M | 1.32% | 14 |
|
Other funds holding MSFT
VCM
VPM
SimplyRich's MSFT Position: Q1 2026 in Review
SimplyRich reduced its Microsoft (MSFT) stake by 0.09% in Q1 2026, selling an estimated $9.21K and leaving 25,817 shares worth $9.56M. The position accounts for 2.44% of the portfolio, ranked #8.
SimplyRich first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.4M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- SimplyRich held 25,817 shares of Microsoft worth $9.56M as of Q1 2026.
- SimplyRich sold 22 Microsoft shares in Q1 2026, an estimated $9.21K.
- Microsoft made up 2.44% of SimplyRich's portfolio in Q1 2026, its #8 holding.
- SimplyRich first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- SimplyRich's Microsoft position peaked at $13.4M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.