Stillwater Capital 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
$40.7M Sell
110,031
-1,176
-1% -$492K 4.65% 6
2025
Q4
$53.8M Sell
111,207
-7
-0% -$3.51K 5.78% 4
2025
Q3
$57.6M Sell
111,214
-1,184
-1% -$604K 6.49% 4
2025
Q2
$55.9M Sell
112,398
-1,245
-1% -$541K 7.11% 2
2025
Q1
$42.7M Sell
113,643
-1,729
-1% -$705K 5.95% 4
2024
Q4
$48.6M Buy
115,372
+13
+0% +$5.54K 6.01% 4
2024
Q3
$49.6M Sell
115,359
-1,548
-1% -$662K 6.41% 4
2024
Q2
$52.3M Sell
116,907
-1,753
-1% -$740K 7.29% 3
2024
Q1
$49.9M Sell
118,660
-1,357
-1% -$549K 7.39% 2
2023
Q4
$45.1M Sell
120,017
-255
-0.2% -$90.8K 7.24% 2
2023
Q3
$38M Sell
120,272
-1,228
-1% -$406K 6.91% 2
2023
Q2
$41.4M Sell
121,500
-649
-0.5% -$203K 7.32% 2
2023
Q1
$35.2M Sell
122,149
-3,700
-3% -$944K 6.84% 2
2022
Q4
$30.2M Sell
125,849
-2,039
-2% -$489K 6.37% 2
2022
Q3
$29.8M Sell
127,888
-8,143
-6% -$2.15M 6.8% 2
2022
Q2
$34.9M Buy
136,031
+1,031
+0.8% +$280K 6.49% 2
2022
Q1
$41.6M Sell
135,000
-3,625
-3% -$1.09M 6.69% 2
2021
Q4
$46.6M Sell
138,625
-4,051
-3% -$1.31M 7.1% 2
2021
Q3
$40.2M Sell
142,676
-1,634
-1% -$475K 6.63% 2
2021
Q2
$39.1M Sell
144,310
-2,830
-2% -$719K 6.47% 2
2021
Q1
$34.7M Sell
147,140
-3,534
-2% -$820K 6.29% 2
2020
Q4
$33.5M Sell
150,674
-2,500
-2% -$538K 6.42% 2
2020
Q3
$32.2M Buy
153,174
+759
+0.5% +$159K 7.02% 2
2020
Q2
$31M Sell
152,415
-1,248
-0.8% -$227K 7.48% 2
2020
Q1
$24.2M Sell
153,663
-49
-0% -$8.06K 7.13% 1
2019
Q4
$24.2M Sell
153,712
-30
-0% -$4.41K 5.48% 2
2019
Q3
$21.4M Sell
153,742
-2,181
-1% -$300K 5.42% 1
2019
Q2
$20.9M Sell
155,923
-17,464
-10% -$2.22M 5.16% 2
2019
Q1
$20.4M Sell
173,387
-3,379
-2% -$369K 4.46% 2
2018
Q4
$18M Sell
176,766
-6,023
-3% -$645K 4.48% 3
2018
Q3
$20.9M Buy
182,789
+520
+0.3% +$56.4K 4.34% 3
2018
Q2
$18M Sell
182,269
-1,987
-1% -$193K 4.29% 3
2018
Q1
$16.8M Sell
184,256
-1,132
-0.6% -$104K 4.04% 3
2017
Q4
$15.9M Buy
185,388
+19,296
+12% +$1.58M 3.73% 5
2017
Q3
$12.4M Sell
166,092
-5,723
-3% -$418K 3.21% 10
2017
Q2
$11.8M Buy
171,815
+3,097
+2% +$213K 3% 13
2017
Q1
$11.1M Sell
168,718
-735
-0.4% -$47.1K 2.96% 16
2016
Q4
$10.5M Buy
169,453
+156,037
+1,163% +$9.39M 2.81% 19
2016
Q3
$773K Sell
13,416
-196
-1% -$11.1K 0.23% 53
2016
Q2
$697K Buy
13,612
+16
+0.1% +$831 0.21% 55
2016
Q1
$751K Buy
13,596
+16
+0.1% +$839 0.22% 54
2015
Q4
$753K Sell
13,580
-15
-0.1% -$789 0.23% 50
2015
Q3
$602K Buy
13,595
+208
+2% +$9.34K 0.21% 51
2015
Q2
$591K Buy
13,387
+16
+0.1% +$730 0.17% 54
2015
Q1
$544K Buy
13,371
+218
+2% +$9.49K 0.17% 53
2014
Q4
$611K Buy
13,153
+5
+0% +$235 0.18% 50
2014
Q3
$610K Sell
13,148
-1,613
-11% -$72K 0.2% 49
2014
Q2
$616K Sell
14,761
-171
-1% -$6.92K 0.21% 49
2014
Q1
$612K Buy
14,932
+947
+7% +$35.5K 0.22% 48
2013
Q4
$523K Buy
+13,985
New +$508K 0.2% 51

Other funds holding MSFT

Stillwater Capital Advisors's MSFT Position: Q1 2026 in Review

Stillwater Capital Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $492K and leaving 110,031 shares worth $40.7M. The position accounts for 4.65% of the portfolio, ranked #6.

Stillwater Capital Advisors first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $57.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stillwater Capital Advisors held 110,031 shares of Microsoft worth $40.7M as of Q1 2026.
  • Stillwater Capital Advisors sold 1,176 Microsoft shares in Q1 2026, an estimated $492K.
  • Microsoft made up 4.65% of Stillwater Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • Stillwater Capital Advisors first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
  • Stillwater Capital Advisors's Microsoft position peaked at $57.6M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.