SWS Partners’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 | $972K | Sell |
2,625
-25
| -0.9% | -$10.5K | 0.24% | 87 |
|
|
2025
Q4 | $1.28M | Buy |
2,650
+27
| +1% | +$13.5K | 0.31% | 87 |
|
|
2025
Q3 | $1.36M | Sell |
2,623
-496
| -16% | -$253K | 0.33% | 88 |
|
|
2025
Q2 | $1.55M | Sell |
3,119
-368
| -11% | -$160K | 0.42% | 84 |
|
|
2025
Q1 | $1.31M | Buy |
3,487
+249
| +8% | +$102K | 0.43% | 82 |
|
|
2024
Q4 | $1.36M | Buy |
3,238
+1,065
| +49% | +$454K | 0.41% | 83 |
|
|
2024
Q3 | $935K | Buy |
2,173
+8
| +0.4% | +$3.42K | 0.3% | 89 |
|
|
2024
Q2 | $968K | Sell |
2,165
-1,233
| -36% | -$521K | 0.29% | 92 |
|
|
2024
Q1 | $1.43M | Buy |
3,398
+1,137
| +50% | +$460K | 0.43% | 78 |
|
|
2023
Q4 | $850K | Sell |
2,261
-46
| -2% | -$16.4K | 0.28% | 91 |
|
|
2023
Q3 | $728K | Buy |
2,307
+24
| +1% | +$7.93K | 0.27% | 90 |
|
|
2023
Q2 | $777K | Sell |
2,283
-396
| -15% | -$124K | 0.28% | 90 |
|
|
2023
Q1 | $772K | Buy |
+2,679
| New | +$683K | 0.29% | 95 |
|
|
2022
Q4 | – | Sell |
-2,236
| Closed | -$521K | – | 92 |
|
|
2022
Q3 | $521K | Buy |
2,236
+5
| +0.2% | +$1.32K | 0.24% | 93 |
|
|
2022
Q2 | $573K | Buy |
2,231
+4
| +0.2% | +$1.09K | 0.48% | 64 |
|
|
2022
Q1 | $687K | Sell |
2,227
-785
| -26% | -$236K | 0.45% | 66 |
|
|
2021
Q4 | $1.01M | Buy |
3,012
+2,255
| +298% | +$731K | 0.58% | 67 |
|
|
2021
Q3 | $213K | Buy |
757
+1
| +0.1% | +$291 | 0.13% | 81 |
|
|
2021
Q2 | $205K | Sell |
756
-122
| -14% | -$31K | 0.13% | 75 |
|
|
2021
Q1 | $207K | Buy |
+878
| New | +$204K | 0.14% | 81 |
|
|
2020
Q4 | – | Sell |
-17,924
| Closed | -$3.77M | – | 117 |
|
|
2020
Q3 | $3.77M | Buy |
17,924
+2,624
| +17% | +$551K | 1.89% | 10 |
|
|
2020
Q2 | $3.14M | Sell |
15,300
-2,073
| -12% | -$376K | 3.99% | 3 |
|
|
2020
Q1 | $2.74M | Buy |
+17,373
| New | +$2.86M | 1.96% | 9 |
|
|
2019
Q3 | $2.09M | Buy |
13,982
+52
| +0.4% | +$7.15K | 1.24% | 24 |
|
|
2019
Q2 | $1.9M | Buy |
+13,930
| New | +$1.77M | 1.21% | 23 |
|
|
2018
Q4 | $1.18M | Buy |
11,642
+209
| +2% | +$22.4K | 0.9% | 47 |
|
|
2018
Q3 | $1.31M | Buy |
11,433
+1,186
| +12% | +$129K | 0.83% | 44 |
|
|
2018
Q2 | $1.01M | Buy |
10,247
+9,176
| +857% | +$889K | 0.71% | 49 |
|
|
2018
Q1 | $95K | Sell |
1,071
-13
| -1% | -$1.19K | 0.07% | 97 |
|
|
2017
Q4 | $93K | Buy |
+1,084
| New | +$88.9K | 0.07% | 97 |
|
Other funds holding MSFT
VCM
VPM
SWS Partners's MSFT Position: Q1 2026 in Review
SWS Partners reduced its Microsoft (MSFT) stake by 0.94% in Q1 2026, selling an estimated $10.5K and leaving 2,625 shares worth $972K. The position accounts for 0.24% of the portfolio, ranked #87.
SWS Partners first reported a position in MSFT in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.77M in Q3 2020. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- SWS Partners held 2,625 shares of Microsoft worth $972K as of Q1 2026.
- SWS Partners sold 25 Microsoft shares in Q1 2026, an estimated $10.5K.
- Microsoft made up 0.24% of SWS Partners's portfolio in Q1 2026, its #87 holding.
- SWS Partners first reported a position in Microsoft in Q4 2017 and has held it in 30 quarters since.
- SWS Partners's Microsoft position peaked at $3.77M in Q3 2020.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.