The Family Firm’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,998
| Closed | -$1.5M | – | 165 |
|
|
2025
Q1 | $1.5M | Sell |
3,998
-33,476
| -89% | -$13.6M | 0.34% | 62 |
|
|
2024
Q4 | $1.57M | Buy |
37,474
+33,052
| +747% | +$14.1M | 0.35% | 59 |
|
|
2024
Q3 | $1.9M | Buy |
4,422
+726
| +20% | +$310K | 0.42% | 52 |
|
|
2024
Q2 | $1.65M | Buy |
3,696
+110
| +3% | +$46.5K | 0.37% | 51 |
|
|
2024
Q1 | $1.51M | Buy |
3,586
+8
| +0.2% | +$3.24K | 0.37% | 59 |
|
|
2023
Q4 | $1.35M | Sell |
3,578
-93
| -3% | -$33.1K | 0.35% | 61 |
|
|
2023
Q3 | $1.16M | Sell |
3,671
-2,774
| -43% | -$917K | 0.33% | 62 |
|
|
2023
Q2 | $2.19M | Buy |
6,445
+10
| +0.2% | +$3.13K | 0.58% | 39 |
|
|
2023
Q1 | $1.86M | Buy |
6,435
+23
| +0.4% | +$5.87K | 0.51% | 45 |
|
|
2022
Q4 | $1.54M | Buy |
6,412
+753
| +13% | +$181K | 0.45% | 48 |
|
|
2022
Q3 | $1.32M | Sell |
5,659
-186
| -3% | -$49.1K | 0.42% | 48 |
|
|
2022
Q2 | $1.5M | Buy |
5,845
+11
| +0.2% | +$2.98K | 0.44% | 46 |
|
|
2022
Q1 | $1.8M | Buy |
5,834
+2,741
| +89% | +$825K | 0.47% | 45 |
|
|
2021
Q4 | $1.04M | Buy |
3,093
+4
| +0.1% | +$1.3K | 0.27% | 71 |
|
|
2021
Q3 | $950K | Sell |
3,089
-64
| -2% | -$18.6K | 0.25% | 70 |
|
|
2021
Q2 | $854K | Buy |
3,153
+38
| +1% | +$9.66K | 0.23% | 73 |
|
|
2021
Q1 | $734K | Buy |
3,115
+4
| +0.1% | +$928 | 0.21% | 74 |
|
|
2020
Q4 | $661K | Buy |
3,111
+189
| +6% | +$40.6K | 0.2% | 77 |
|
|
2020
Q3 | $615K | Sell |
2,922
-638
| -18% | -$134K | 0.22% | 73 |
|
|
2020
Q2 | $724K | Buy |
3,560
+3
| +0.1% | +$545 | 0.27% | 67 |
|
|
2020
Q1 | $561K | Buy |
3,557
+1
| +0% | +$164 | 0.24% | 67 |
|
|
2019
Q4 | $561K | Sell |
3,556
-223
| -6% | -$32.8K | 0.19% | 78 |
|
|
2019
Q3 | $525K | Buy |
3,779
+1
| +0% | +$138 | 0.19% | 78 |
|
|
2019
Q2 | $506K | Buy |
3,778
+2
| +0.1% | +$254 | 0.18% | 80 |
|
|
2019
Q1 | $445K | Sell |
3,776
-349
| -8% | -$38.1K | 0.16% | 82 |
|
|
2018
Q4 | $419K | Sell |
4,125
-478
| -10% | -$51.2K | 0.17% | 77 |
|
|
2018
Q3 | $526K | Sell |
4,603
-236
| -5% | -$25.6K | 0.19% | 74 |
|
|
2018
Q2 | $477K | Sell |
4,839
-614
| -11% | -$59.5K | 0.18% | 74 |
|
|
2018
Q1 | $498K | Buy |
5,453
+119
| +2% | +$10.9K | 0.19% | 71 |
|
|
2017
Q4 | $456K | Sell |
5,334
-245
| -4% | -$20.1K | 0.18% | 73 |
|
|
2017
Q3 | $416K | Buy |
5,579
+3
| +0.1% | +$219 | 0.17% | 80 |
|
|
2017
Q2 | $384K | Buy |
5,576
+2,521
| +83% | +$173K | 0.17% | 82 |
|
|
2017
Q1 | $201K | Buy |
+3,055
| New | +$196K | 0.1% | 105 |
|
|
2016
Q2 | – | Sell |
-3,679
| Closed | -$203K | – | 117 |
|
|
2016
Q1 | $203K | Buy |
+3,679
| New | +$193K | 0.1% | 107 |
|
Other funds holding MSFT
The Family Firm's MSFT Position: Q2 2025 in Review
The Family Firm sold out of Microsoft (MSFT) in Q2 2025, closing a stake of 3,998 shares — an estimated $1.5M sold.
The Family Firm first reported a position in MSFT in Q1 2016 and held it in 34 quarters. The position peaked at $2.19M in Q2 2023. 5,815 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.
- The Family Firm reported no remaining Microsoft position as of Q2 2025 after selling out during the quarter.
- The Family Firm sold 3,998 Microsoft shares in Q2 2025, an estimated $1.5M.
- The Family Firm first reported a position in Microsoft in Q1 2016 and held it in 34 quarters.
- The Family Firm's Microsoft position peaked at $2.19M in Q2 2023.
- 5,815 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.
Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.