Stifel Financial’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 | $2.47B | Sell |
6,663,492
-354,414
| -5% | -$148M | 2.27% | 3 |
|
|
2025
Q4 | $3.39B | Sell |
7,017,906
-107,065
| -2% | -$53.7M | 3.05% | 1 |
|
|
2025
Q3 | $3.69B | Sell |
7,124,971
-37,703
| -0.5% | -$19.2M | 3.37% | 1 |
|
|
2025
Q2 | $3.56B | Sell |
7,162,674
-1,005
| -0% | -$436K | 3.47% | 1 |
|
|
2025
Q1 | $2.69B | Buy |
7,163,679
+9,166
| +0.1% | +$3.74M | 2.86% | 1 |
|
|
2024
Q4 | $3.02B | Sell |
7,154,513
-1,532
| -0% | -$653K | 3.14% | 1 |
|
|
2024
Q3 | $3.08B | Buy |
7,156,045
+10,234
| +0.1% | +$4.37M | 3.23% | 1 |
|
|
2024
Q2 | $3.19B | Sell |
7,145,811
-87,929
| -1% | -$37.1M | 3.59% | 1 |
|
|
2024
Q1 | $3.04B | Buy |
7,233,740
+41,599
| +0.6% | +$16.8M | 3.47% | 1 |
|
|
2023
Q4 | $2.7B | Sell |
7,192,141
-18,606
| -0.3% | -$6.62M | 3.4% | 1 |
|
|
2023
Q3 | $2.28B | Sell |
7,210,747
-37,008
| -0.5% | -$12.2M | 3.2% | 1 |
|
|
2023
Q2 | $2.47B | Sell |
7,247,755
-364,786
| -5% | -$114M | 3.38% | 1 |
|
|
2023
Q1 | $2.19B | Sell |
7,612,541
-170,670
| -2% | -$43.5M | 3.15% | 1 |
|
|
2022
Q4 | $1.87B | Buy |
7,783,211
+182,562
| +2% | +$43.8M | 2.8% | 1 |
|
|
2022
Q3 | $1.77B | Buy |
7,600,649
+44,943
| +0.6% | +$11.9M | 2.9% | 2 |
|
|
2022
Q2 | $1.94B | Buy |
7,555,706
+126,864
| +2% | +$34.4M | 3.04% | 1 |
|
|
2022
Q1 | $2.29B | Buy |
7,428,842
+82,953
| +1% | +$25M | 3.13% | 2 |
|
|
2021
Q4 | $2.47B | Buy |
7,345,889
+167,569
| +2% | +$54.3M | 3.27% | 1 |
|
|
2021
Q3 | $2.02B | Buy |
7,178,320
+41,517
| +0.6% | +$12.1M | 2.97% | 1 |
|
|
2021
Q2 | $1.93B | Buy |
7,136,803
+170,647
| +2% | +$43.4M | 2.89% | 1 |
|
|
2021
Q1 | $1.64B | Buy |
6,966,156
+101,424
| +1% | +$23.5M | 2.71% | 2 |
|
|
2020
Q4 | $1.53B | Buy |
6,864,732
+218,703
| +3% | +$47M | 2.72% | 2 |
|
|
2020
Q3 | $1.4B | Buy |
6,646,029
+162,633
| +3% | +$34.2M | 2.88% | 2 |
|
|
2020
Q2 | $1.32B | Sell |
6,483,396
-317,349
| -5% | -$57.6M | 3.03% | 1 |
|
|
2020
Q1 | $1.07B | Sell |
6,800,745
-451,011
| -6% | -$74.2M | 2.96% | 1 |
|
|
2019
Q4 | $1.14B | Buy |
7,251,756
+1,252,565
| +21% | +$184M | 2.38% | 1 |
|
|
2019
Q3 | $834M | Buy |
5,999,191
+46,820
| +0.8% | +$6.44M | 2.13% | 2 |
|
|
2019
Q2 | $797M | Buy |
5,952,371
+188,284
| +3% | +$23.9M | 2.06% | 2 |
|
|
2019
Q1 | $680M | Buy |
5,764,087
+218,707
| +4% | +$23.9M | 1.92% | 2 |
|
|
2018
Q4 | $563M | Buy |
5,545,380
+56,283
| +1% | +$6.03M | 1.82% | 3 |
|
|
2018
Q3 | $628M | Buy |
5,489,097
+43,700
| +0.8% | +$4.74M | 1.8% | 3 |
|
|
2018
Q2 | $537M | Buy |
5,445,397
+67,058
| +1% | +$6.5M | 1.65% | 3 |
|
|
2018
Q1 | $491M | Buy |
5,378,339
+2,032
| +0% | +$186K | 1.55% | 3 |
|
|
2017
Q4 | $460M | Buy |
5,376,307
+52,437
| +1% | +$4.3M | 1.46% | 3 |
|
|
2017
Q3 | $396M | Buy |
5,323,870
+60,367
| +1% | +$4.41M | 1.38% | 4 |
|
|
2017
Q2 | $363M | Sell |
5,263,503
-792,367
| -13% | -$54.4M | 1.34% | 4 |
|
|
2017
Q1 | $399M | Buy |
6,055,870
+185,604
| +3% | +$11.9M | 1.55% | 3 |
|
|
2016
Q4 | $365M | Buy |
5,870,266
+284,281
| +5% | +$17.1M | 1.55% | 3 |
|
|
2016
Q3 | $322M | Buy |
5,585,985
+285,373
| +5% | +$16.1M | 1.45% | 4 |
|
|
2016
Q2 | $271M | Buy |
5,300,612
+278,091
| +6% | +$14.5M | 1.25% | 5 |
|
|
2016
Q1 | $277M | Buy |
5,022,521
+504,557
| +11% | +$26.4M | 1.48% | 4 |
|
|
2015
Q4 | $251M | Buy |
4,517,964
+308,494
| +7% | +$16.2M | 1.31% | 5 |
|
|
2015
Q3 | $186M | Sell |
4,209,470
-31,570
| -0.7% | -$1.42M | 1.05% | 6 |
|
|
2015
Q2 | $187M | Buy |
4,241,040
+356,280
| +9% | +$16.3M | 0.97% | 6 |
|
|
2015
Q1 | $158M | Buy |
3,884,760
+113,421
| +3% | +$4.94M | 0.86% | 7 |
|
|
2014
Q4 | $175M | Buy |
3,771,339
+581,487
| +18% | +$27.3M | 0.97% | 3 |
|
|
2014
Q3 | $148M | Sell |
3,189,852
-97,454
| -3% | -$4.35M | 1.3% | 3 |
|
|
2014
Q2 | $137M | Sell |
3,287,306
-40,191
| -1% | -$1.63M | 1.23% | 3 |
|
|
2014
Q1 | $136M | Buy |
+3,327,497
| New | +$125M | 1.31% | 3 |
|
Other funds holding MSFT
VCM
VPM
Stifel Financial's MSFT Position: Q1 2026 in Review
Stifel Financial reduced its Microsoft (MSFT) stake by 5.1% in Q1 2026, selling an estimated $148M and leaving 6,663,492 shares worth $2.47B. The position accounts for 2.27% of the portfolio, ranked #3.
Stifel Financial first reported a position in MSFT in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.69B in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Stifel Financial held 6,663,492 shares of Microsoft worth $2.47B as of Q1 2026.
- Stifel Financial sold 354,414 Microsoft shares in Q1 2026, an estimated $148M.
- Microsoft made up 2.27% of Stifel Financial's portfolio in Q1 2026, its #3 holding.
- Stifel Financial first reported a position in Microsoft in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Microsoft position peaked at $3.69B in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.