Sunbelt Securities’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 | $29.1M | Buy |
78,521
+2,784
| +4% | +$1.16M | 1.83% | 4 |
|
|
2025
Q4 | $36.6M | Buy |
75,737
+1,065
| +1% | +$534K | 2.44% | 3 |
|
|
2025
Q3 | $38.7M | Buy |
74,672
+4,283
| +6% | +$2.18M | 2.67% | 3 |
|
|
2025
Q2 | $29.7M | Buy |
70,389
+996
| +1% | +$433K | 2.62% | 3 |
|
|
2025
Q1 | $26M | Sell |
69,393
-1,016
| -1% | -$414K | 2.33% | 3 |
|
|
2024
Q4 | $29.9M | Buy |
70,409
+29,823
| +73% | +$12.7M | 2.64% | 3 |
|
|
2024
Q3 | $17.5M | Buy |
40,586
+1,705
| +4% | +$729K | 1.71% | 7 |
|
|
2024
Q2 | $17.4M | Sell |
38,881
-1,514
| -4% | -$639K | 1.78% | 6 |
|
|
2024
Q1 | $17M | Buy |
40,395
+2,138
| +6% | +$866K | 1.9% | 5 |
|
|
2023
Q4 | $14.4M | Sell |
38,257
-586
| -2% | -$209K | 1.81% | 6 |
|
|
2023
Q3 | $12.3M | Sell |
38,843
-986
| -2% | -$326K | 1.7% | 7 |
|
|
2023
Q2 | $13.6M | Sell |
39,829
-1,937
| -5% | -$607K | 1.95% | 5 |
|
|
2023
Q1 | $11.9M | Buy |
41,766
+13,935
| +50% | +$3.55M | 1.91% | 5 |
|
|
2022
Q4 | $6.67M | Sell |
27,831
-606
| -2% | -$145K | 1.3% | 9 |
|
|
2022
Q3 | $6.62M | Buy |
28,437
+1,069
| +4% | +$282K | 1.4% | 7 |
|
|
2022
Q2 | $7.03M | Buy |
27,368
+1,167
| +4% | +$317K | 1.49% | 7 |
|
|
2022
Q1 | $8.22M | Sell |
26,201
-4,391
| -14% | -$1.32M | 1.51% | 8 |
|
|
2021
Q4 | $9.32M | Buy |
30,592
+394
| +1% | +$128K | 1.51% | 9 |
|
|
2021
Q3 | $8.48M | Hold |
30,198
| – | – | 1.52% | 8 |
|
|
2021
Q2 | $8.48M | Sell |
30,198
-651
| -2% | -$165K | 1.53% | 8 |
|
|
2021
Q1 | $7.27M | Sell |
30,849
-446
| -1% | -$103K | 1.43% | 8 |
|
|
2020
Q4 | $6.96M | Buy |
31,295
+3,407
| +12% | +$733K | 1.44% | 12 |
|
|
2020
Q3 | $5.87M | Sell |
27,888
-1,555
| -5% | -$327K | 1.63% | 10 |
|
|
2020
Q2 | $5.99M | Sell |
29,443
-7,728
| -21% | -$1.4M | 2.06% | 8 |
|
|
2020
Q1 | $5.92M | Sell |
37,171
-46,985
| -56% | -$7.73M | 0.25% | 52 |
|
|
2019
Q4 | $13.3M | Sell |
84,156
-8,830
| -9% | -$1.3M | 1.4% | 9 |
|
|
2019
Q3 | $12.9M | Buy |
92,986
+68,049
| +273% | +$9.36M | 1.45% | 8 |
|
|
2019
Q2 | $3.34M | Buy |
24,937
+536
| +2% | +$68K | 1.45% | 12 |
|
|
2019
Q1 | $2.88M | Sell |
24,401
-24
| -0.1% | -$2.62K | 1.44% | 14 |
|
|
2018
Q4 | $2.48M | Sell |
24,425
-2,465
| -9% | -$264K | 1.45% | 14 |
|
|
2018
Q3 | $3.08M | Buy |
26,890
+1,128
| +4% | +$122K | 1.65% | 11 |
|
|
2018
Q2 | $2.54M | Buy |
25,762
+5,293
| +26% | +$513K | 1.52% | 13 |
|
|
2018
Q1 | $1.87M | Buy |
20,469
+1,013
| +5% | +$92.6K | 1.71% | 9 |
|
|
2017
Q4 | $1.66M | Buy |
19,456
+1,818
| +10% | +$149K | 1.62% | 7 |
|
|
2017
Q3 | $1.31M | Buy |
17,638
+14,065
| +394% | +$1.03M | 1.38% | 13 |
|
|
2017
Q2 | $246K | Sell |
3,573
-5,216
| -59% | -$358K | 0.46% | 66 |
|
|
2017
Q1 | $579K | Buy |
8,789
+3,967
| +82% | +$254K | 0.87% | 24 |
|
|
2016
Q4 | $300K | Buy |
4,822
+1,280
| +36% | +$77K | 0.46% | 54 |
|
|
2016
Q3 | $204K | Buy |
+3,542
| New | +$200K | 0.25% | 99 |
|
|
2016
Q2 | – | Sell |
-5,248
| Closed | -$290K | – | 104 |
|
|
2016
Q1 | $290K | Buy |
5,248
+23
| +0.4% | +$1.21K | 0.42% | 58 |
|
|
2015
Q4 | $290K | Buy |
5,225
+129
| +3% | +$6.79K | 0.41% | 60 |
|
|
2015
Q3 | $226K | Buy |
+5,096
| New | +$229K | 0.31% | 80 |
|
Other funds holding MSFT
VCM
VPM
Sunbelt Securities's MSFT Position: Q1 2026 in Review
Sunbelt Securities increased its Microsoft (MSFT) stake by 3.7% in Q1 2026, buying an estimated $1.16M and bringing the position to 78,521 shares worth $29.1M. The position accounts for 1.83% of the portfolio, ranked #4.
Sunbelt Securities first reported a position in MSFT in Q3 2015 and has held it in 42 quarters since. The position peaked at $38.7M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Sunbelt Securities held 78,521 shares of Microsoft worth $29.1M as of Q1 2026.
- Sunbelt Securities bought 2,784 Microsoft shares in Q1 2026, an estimated $1.16M.
- Microsoft made up 1.83% of Sunbelt Securities's portfolio in Q1 2026, its #4 holding.
- Sunbelt Securities first reported a position in Microsoft in Q3 2015 and has held it in 42 quarters since.
- Sunbelt Securities's Microsoft position peaked at $38.7M in Q3 2025.
- 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.