Stockman Wealth 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 | $22.9M | Buy |
61,841
+6,785
| +12% | +$2.84M | 2.53% | 11 |
|
|
2025
Q4 | $26.6M | Buy |
55,056
+3,482
| +7% | +$1.74M | 3.1% | 7 |
|
|
2025
Q3 | $26.7M | Sell |
51,574
-625
| -1% | -$319K | 3.32% | 7 |
|
|
2025
Q2 | $26M | Sell |
52,199
-531
| -1% | -$231K | 3.53% | 5 |
|
|
2025
Q1 | $19.8M | Buy |
52,730
+2,153
| +4% | +$878K | 2.93% | 8 |
|
|
2024
Q4 | $21.3M | Buy |
50,577
+599
| +1% | +$255K | 3.34% | 5 |
|
|
2024
Q3 | $21.5M | Buy |
49,978
+897
| +2% | +$383K | 3.34% | 5 |
|
|
2024
Q2 | $21.9M | Buy |
49,081
+297
| +0.6% | +$125K | 3.84% | 3 |
|
|
2024
Q1 | $20.5M | Sell |
48,784
-3,257
| -6% | -$1.32M | 3.62% | 3 |
|
|
2023
Q4 | $19.6M | Sell |
52,041
-1,556
| -3% | -$554K | 3.9% | 3 |
|
|
2023
Q3 | $16.9M | Sell |
53,597
-1,050
| -2% | -$347K | 3.73% | 3 |
|
|
2023
Q2 | $18.6M | Sell |
54,647
-12,707
| -19% | -$3.98M | 4% | 3 |
|
|
2023
Q1 | $19.4M | Sell |
67,354
-3,319
| -5% | -$847K | 4.34% | 3 |
|
|
2022
Q4 | $16.9M | Buy |
70,673
+1,269
| +2% | +$305K | 3.89% | 2 |
|
|
2022
Q3 | $16.2M | Buy |
69,404
+1,285
| +2% | +$339K | 4.37% | 2 |
|
|
2022
Q2 | $17.5M | Buy |
68,119
+12,958
| +23% | +$3.52M | 4.46% | 1 |
|
|
2022
Q1 | $17M | Buy |
55,161
+69
| +0.1% | +$20.8K | 3.53% | 3 |
|
|
2021
Q4 | $18.5M | Sell |
55,092
-2,412
| -4% | -$782K | 3.78% | 2 |
|
|
2021
Q3 | $16.2M | Sell |
57,504
-131
| -0.2% | -$38.1K | 3.61% | 2 |
|
|
2021
Q2 | $15.6M | Buy |
57,635
+5,753
| +11% | +$1.46M | 3.73% | 2 |
|
|
2021
Q1 | $12.2M | Sell |
51,882
-108
| -0.2% | -$25.1K | 3.41% | 2 |
|
|
2020
Q4 | $11.6M | Buy |
51,990
+161
| +0.3% | +$34.6K | 3.55% | 2 |
|
|
2020
Q3 | $10.9M | Sell |
51,829
-2,868
| -5% | -$602K | 3.97% | 2 |
|
|
2020
Q2 | $11.1M | Sell |
54,697
-2,578
| -5% | -$468K | 4.17% | 2 |
|
|
2020
Q1 | $9.03M | Sell |
57,275
-3,108
| -5% | -$511K | 4.01% | 2 |
|
|
2019
Q4 | $9.52M | Sell |
60,383
-9,632
| -14% | -$1.41M | 3.38% | 1 |
|
|
2019
Q3 | $9.73M | Buy |
70,015
+6,082
| +10% | +$836K | 3.73% | 1 |
|
|
2019
Q2 | $8.56M | Buy |
63,933
+469
| +0.7% | +$59.5K | 3.5% | 1 |
|
|
2019
Q1 | $7.49M | Buy |
63,464
+2,014
| +3% | +$220K | 3.27% | 1 |
|
|
2018
Q4 | $6.24M | Sell |
61,450
-407
| -0.7% | -$43.6K | 2.98% | 3 |
|
|
2018
Q3 | $7.08M | Sell |
61,857
-1,592
| -3% | -$173K | 3.05% | 1 |
|
|
2018
Q2 | $6.26M | Sell |
63,449
-935
| -1% | -$90.6K | 2.86% | 1 |
|
|
2018
Q1 | $5.88M | Sell |
64,384
-5,229
| -8% | -$478K | 2.69% | 3 |
|
|
2017
Q4 | $5.96M | Sell |
69,613
-1,721
| -2% | -$141K | 2.67% | 5 |
|
|
2017
Q3 | $5.31M | Buy |
71,334
+33,256
| +87% | +$2.43M | 2.54% | 3 |
|
|
2017
Q2 | $2.63M | Sell |
38,078
-35,302
| -48% | -$2.42M | 2.62% | 4 |
|
|
2017
Q1 | $4.83M | Sell |
73,380
-208
| -0.3% | -$13.3K | 2.75% | 4 |
|
|
2016
Q4 | $4.57M | Sell |
73,588
-6,195
| -8% | -$373K | 2.78% | 4 |
|
|
2016
Q3 | $4.6M | Sell |
79,783
-1,513
| -2% | -$85.4K | 2.85% | 5 |
|
|
2016
Q2 | $4.16M | Buy |
81,296
+4,921
| +6% | +$256K | 3.25% | 7 |
|
|
2016
Q1 | $4.22M | Sell |
76,375
-3,433
| -4% | -$180K | 3.35% | 6 |
|
|
2015
Q4 | $4.43M | Sell |
79,808
-3,257
| -4% | -$171K | 3.58% | 3 |
|
|
2015
Q3 | $3.68M | Buy |
83,065
+6,674
| +9% | +$300K | 3.17% | 6 |
|
|
2015
Q2 | $3.37M | Buy |
76,391
+237
| +0.3% | +$10.8K | 2.87% | 9 |
|
|
2015
Q1 | $3.1M | Buy |
76,154
+996
| +1% | +$43.4K | 2.64% | 10 |
|
|
2014
Q4 | $3.49M | Buy |
+75,158
| New | +$3.53M | 2.98% | 7 |
|
Other funds holding MSFT
VCM
VPM
Stockman Wealth Management's MSFT Position: Q1 2026 in Review
Stockman Wealth Management increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $2.84M and bringing the position to 61,841 shares worth $22.9M. The position accounts for 2.53% of the portfolio, ranked #11.
Stockman Wealth Management first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $26.7M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Stockman Wealth Management held 61,841 shares of Microsoft worth $22.9M as of Q1 2026.
- Stockman Wealth Management bought 6,785 Microsoft shares in Q1 2026, an estimated $2.84M.
- Microsoft made up 2.53% of Stockman Wealth Management's portfolio in Q1 2026, its #11 holding.
- Stockman Wealth Management first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
- Stockman Wealth Management's Microsoft position peaked at $26.7M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.