Suncoast Equity 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 | $61.3M | Sell |
165,619
-7,296
| -4% | -$3.05M | 7.36% | 2 |
|
|
2025
Q4 | $83.6M | Sell |
172,915
-3,132
| -2% | -$1.57M | 8.45% | 2 |
|
|
2025
Q3 | $91.2M | Buy |
176,047
+479
| +0.3% | +$244K | 9.1% | 1 |
|
|
2025
Q2 | $87.3M | Sell |
175,568
-2,406
| -1% | -$1.04M | 8.94% | 2 |
|
|
2025
Q1 | $66.8M | Buy |
177,974
+2,311
| +1% | +$942K | 7.55% | 1 |
|
|
2024
Q4 | $74M | Sell |
175,663
-1,687
| -1% | -$719K | 8.27% | 1 |
|
|
2024
Q3 | $76.3M | Sell |
177,350
-10,215
| -5% | -$4.37M | 8.7% | 1 |
|
|
2024
Q2 | $83.8M | Buy |
187,565
+4,590
| +3% | +$1.94M | 9.28% | 1 |
|
|
2024
Q1 | $77M | Buy |
182,975
+5,274
| +3% | +$2.14M | 9.03% | 1 |
|
|
2023
Q4 | $66.8M | Buy |
177,701
+2,447
| +1% | +$871K | 8.82% | 1 |
|
|
2023
Q3 | $55.3M | Buy |
175,254
+4,811
| +3% | +$1.59M | 8.36% | 1 |
|
|
2023
Q2 | $58M | Sell |
170,443
-40,382
| -19% | -$12.7M | 8.71% | 1 |
|
|
2023
Q1 | $60.8M | Sell |
210,825
-1,083
| -0.5% | -$276K | 10.21% | 1 |
|
|
2022
Q4 | $50.8M | Sell |
211,908
-8,881
| -4% | -$2.13M | 9.33% | 1 |
|
|
2022
Q3 | $51.4M | Sell |
220,789
-11,715
| -5% | -$3.09M | 10.05% | 1 |
|
|
2022
Q2 | $59.7M | Sell |
232,504
-561
| -0.2% | -$152K | 10.55% | 1 |
|
|
2022
Q1 | $71.9M | Sell |
233,065
-13,271
| -5% | -$3.99M | 10.63% | 1 |
|
|
2021
Q4 | $82.8M | Buy |
246,336
+1,740
| +0.7% | +$564K | 10.5% | 1 |
|
|
2021
Q3 | $69M | Sell |
244,596
-14,416
| -6% | -$4.19M | 9.64% | 1 |
|
|
2021
Q2 | $70.2M | Sell |
259,012
-406
| -0.2% | -$103K | 9.16% | 1 |
|
|
2021
Q1 | $61.2M | Buy |
259,418
+5,270
| +2% | +$1.22M | 9% | 1 |
|
|
2020
Q4 | $56.5M | Buy |
254,148
+7,341
| +3% | +$1.58M | 8.82% | 1 |
|
|
2020
Q3 | $51.9M | Sell |
246,807
-13,480
| -5% | -$2.83M | 9.13% | 1 |
|
|
2020
Q2 | $53M | Buy |
260,287
+6,472
| +3% | +$1.17M | 9.77% | 1 |
|
|
2020
Q1 | $40M | Buy |
253,815
+4,379
| +2% | +$720K | 9.74% | 1 |
|
|
2019
Q4 | $39.3M | Sell |
249,436
-3,007
| -1% | -$442K | 7.75% | 2 |
|
|
2019
Q3 | $35.1M | Sell |
252,443
-11,665
| -4% | -$1.6M | 7.44% | 3 |
|
|
2019
Q2 | $35.4M | Buy |
264,108
+111,031
| +73% | +$14.1M | 7.25% | 3 |
|
|
2019
Q1 | $18.1M | Buy |
153,077
+1,796
| +1% | +$196K | 4% | 14 |
|
|
2018
Q4 | $15.4M | Buy |
151,281
+47,784
| +46% | +$5.12M | 4.04% | 15 |
|
|
2018
Q3 | $11.8M | Buy |
103,497
+607
| +0.6% | +$65.8K | 2.76% | 18 |
|
|
2018
Q2 | $10.1M | Buy |
102,890
+99,932
| +3,378% | +$9.69M | 2.54% | 18 |
|
|
2018
Q1 | $270K | Buy |
+2,958
| New | +$271K | 0.07% | 28 |
|
|
2015
Q1 | – | Sell |
-215,378
| Closed | -$10M | – | 22 |
|
|
2014
Q4 | $10M | Buy |
215,378
+76,801
| +55% | +$3.6M | 5.48% | 8 |
|
|
2014
Q3 | $6.42M | Sell |
138,577
-290
| -0.2% | -$12.9K | 6% | 8 |
|
|
2014
Q2 | $5.79M | Buy |
138,867
+3,470
| +3% | +$140K | 5.62% | 9 |
|
|
2014
Q1 | $5.55M | Buy |
135,397
+1,675
| +1% | +$62.9K | 5.6% | 9 |
|
|
2013
Q4 | $5M | Buy |
133,722
+5,805
| +5% | +$211K | 5.08% | 9 |
|
|
2013
Q3 | $4.26M | Buy |
127,917
+1,085
| +0.9% | +$35.7K | 4.98% | 11 |
|
|
2013
Q2 | $4.38M | Buy |
+126,832
| New | +$4.16M | 5.6% | 7 |
|
Other funds holding MSFT
VCM
VPM
Suncoast Equity Management's MSFT Position: Q1 2026 in Review
Suncoast Equity Management reduced its Microsoft (MSFT) stake by 4.2% in Q1 2026, selling an estimated $3.05M and leaving 165,619 shares worth $61.3M. The position accounts for 7.36% of the portfolio, ranked #2.
Suncoast Equity Management first reported a position in MSFT in Q2 2013 and has held it in 40 quarters since. The position peaked at $91.2M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Suncoast Equity Management held 165,619 shares of Microsoft worth $61.3M as of Q1 2026.
- Suncoast Equity Management sold 7,296 Microsoft shares in Q1 2026, an estimated $3.05M.
- Microsoft made up 7.36% of Suncoast Equity Management's portfolio in Q1 2026, its #2 holding.
- Suncoast Equity Management first reported a position in Microsoft in Q2 2013 and has held it in 40 quarters since.
- Suncoast Equity Management's Microsoft position peaked at $91.2M in Q3 2025.
- 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.