Tower View 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 | $6.66M | Sell |
17,998
-391
| -2% | -$164K | 3.42% | 8 |
|
|
2025
Q4 | $8.89M | Buy |
18,389
+52
| +0.3% | +$26.1K | 4.4% | 5 |
|
|
2025
Q3 | $9.5M | Buy |
18,337
+33
| +0.2% | +$16.8K | 4.91% | 3 |
|
|
2025
Q2 | $9.1M | Buy |
18,304
+488
| +3% | +$212K | 4.72% | 2 |
|
|
2025
Q1 | $6.69M | Sell |
17,816
-11
| -0.1% | -$4.49K | 3.89% | 4 |
|
|
2024
Q4 | $7.51M | Buy |
17,827
+137
| +0.8% | +$58.4K | 3.97% | 3 |
|
|
2024
Q3 | $7.61M | Buy |
17,690
+109
| +0.6% | +$46.6K | 4.17% | 3 |
|
|
2024
Q2 | $7.86M | Buy |
17,581
+105
| +0.6% | +$44.3K | 4.51% | 3 |
|
|
2024
Q1 | $7.35M | Sell |
17,476
-319
| -2% | -$129K | 4.3% | 2 |
|
|
2023
Q4 | $6.69M | Sell |
17,795
-111
| -0.6% | -$39.5K | 4.15% | 2 |
|
|
2023
Q3 | $5.65M | Buy |
17,906
+1,214
| +7% | +$401K | 3.97% | 3 |
|
|
2023
Q2 | $5.68M | Sell |
16,692
-1,733
| -9% | -$543K | 3.85% | 3 |
|
|
2023
Q1 | $5.31M | Sell |
18,425
-109
| -0.6% | -$27.8K | 3.57% | 2 |
|
|
2022
Q4 | $4.45M | Sell |
18,534
-133
| -0.7% | -$31.9K | 3.09% | 6 |
|
|
2022
Q3 | $4.35M | Buy |
18,667
+82
| +0.4% | +$21.7K | 3.31% | 6 |
|
|
2022
Q2 | $4.77M | Sell |
18,585
-299
| -2% | -$81.2K | 3.51% | 4 |
|
|
2022
Q1 | $5.82M | Buy |
18,884
+209
| +1% | +$62.9K | 3.13% | 3 |
|
|
2021
Q4 | $6.28M | Sell |
18,675
-257
| -1% | -$83.3K | 3.2% | 2 |
|
|
2021
Q3 | $5.34M | Buy |
18,932
+569
| +3% | +$166K | 2.96% | 2 |
|
|
2021
Q2 | $4.97M | Sell |
18,363
-93
| -0.5% | -$23.6K | 2.52% | 5 |
|
|
2021
Q1 | $4.35M | Sell |
18,456
-26
| -0.1% | -$6.03K | 2.38% | 6 |
|
|
2020
Q4 | $4.11M | Buy |
18,482
+692
| +4% | +$149K | 2.34% | 11 |
|
|
2020
Q3 | $3.74M | Sell |
17,790
-38
| -0.2% | -$7.98K | 2.44% | 11 |
|
|
2020
Q2 | $3.63M | Sell |
17,828
-507
| -3% | -$92K | 2.65% | 9 |
|
|
2020
Q1 | $2.89M | Buy |
18,335
+2,225
| +14% | +$366K | 2.61% | 10 |
|
|
2019
Q4 | $2.54M | Buy |
16,110
+132
| +0.8% | +$19.4K | 1.92% | 22 |
|
|
2019
Q3 | $2.22M | Buy |
15,978
+575
| +4% | +$79.1K | 1.83% | 25 |
|
|
2019
Q2 | $2.06M | Buy |
15,403
+15,033
| +4,063% | +$1.91M | 1.76% | 26 |
|
|
2019
Q1 | $44K | Hold |
370
| – | – | 0.04% | 79 |
|
|
2018
Q4 | $38K | Hold |
370
| – | – | 0.04% | 82 |
|
|
2018
Q3 | $42K | Buy |
370
+2
| +0.5% | +$217 | 0.04% | 97 |
|
|
2018
Q2 | $36K | Sell |
368
-34
| -8% | -$3.29K | 0.03% | 98 |
|
|
2018
Q1 | $37K | Sell |
402
-13
| -3% | -$1.19K | 0.04% | 96 |
|
|
2017
Q4 | $36K | Buy |
+415
| New | +$34K | 0.03% | 101 |
|
Other funds holding MSFT
VCM
VPM
Tower View Wealth Management's MSFT Position: Q1 2026 in Review
Tower View Wealth Management reduced its Microsoft (MSFT) stake by 2.1% in Q1 2026, selling an estimated $164K and leaving 17,998 shares worth $6.66M. The position accounts for 3.42% of the portfolio, ranked #8.
Tower View Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.5M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Tower View Wealth Management held 17,998 shares of Microsoft worth $6.66M as of Q1 2026.
- Tower View Wealth Management sold 391 Microsoft shares in Q1 2026, an estimated $164K.
- Microsoft made up 3.42% of Tower View Wealth Management's portfolio in Q1 2026, its #8 holding.
- Tower View Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Microsoft position peaked at $9.5M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.