Towercrest Capital 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 | $2.6M | Sell |
7,025
-196
| -3% | -$82K | 0.41% | 37 |
|
|
2025
Q4 | $3.49M | Sell |
7,221
-59
| -0.8% | -$29.6K | 0.55% | 33 |
|
|
2025
Q3 | $3.77M | Buy |
7,280
+817
| +13% | +$417K | 0.6% | 35 |
|
|
2025
Q2 | $3.21M | Buy |
6,463
+137
| +2% | +$59.5K | 0.57% | 35 |
|
|
2025
Q1 | $2.37M | Sell |
6,326
-4,606
| -42% | -$1.88M | 0.45% | 37 |
|
|
2024
Q4 | $4.61M | Buy |
10,932
+25
| +0.2% | +$10.6K | 0.74% | 33 |
|
|
2024
Q3 | $4.69M | Sell |
10,907
-911
| -8% | -$389K | 0.76% | 34 |
|
|
2024
Q2 | $5.28M | Sell |
11,818
-10
| -0.1% | -$4.22K | 0.87% | 31 |
|
|
2024
Q1 | $4.98M | Buy |
11,828
+1,106
| +10% | +$448K | 0.84% | 33 |
|
|
2023
Q4 | $4.03M | Buy |
10,722
+89
| +0.8% | +$31.7K | 0.72% | 34 |
|
|
2023
Q3 | $3.36M | Buy |
10,633
+329
| +3% | +$109K | 0.65% | 35 |
|
|
2023
Q2 | $3.51M | Buy |
10,304
+756
| +8% | +$237K | 0.65% | 35 |
|
|
2023
Q1 | $2.75M | Buy |
9,548
+10
| +0.1% | +$2.55K | 0.57% | 37 |
|
|
2022
Q4 | $2.29M | Buy |
9,538
+219
| +2% | +$52.6K | 0.51% | 38 |
|
|
2022
Q3 | $2.17M | Buy |
9,319
+2
| +0% | +$528 | 0.51% | 37 |
|
|
2022
Q2 | $2.39M | Buy |
9,317
+10
| +0.1% | +$2.71K | 0.54% | 35 |
|
|
2022
Q1 | $2.87M | Buy |
9,307
+3
| +0% | +$903 | 0.56% | 35 |
|
|
2021
Q4 | $3.13M | Buy |
9,304
+69
| +0.7% | +$22.4K | 0.57% | 34 |
|
|
2021
Q3 | $2.6M | Buy |
9,235
+427
| +5% | +$124K | 0.49% | 36 |
|
|
2021
Q2 | $2.39M | Buy |
8,808
+138
| +2% | +$35.1K | 0.46% | 37 |
|
|
2021
Q1 | $2.04M | Sell |
8,670
-33
| -0.4% | -$7.66K | 0.44% | 36 |
|
|
2020
Q4 | $1.94M | Buy |
8,703
+176
| +2% | +$37.8K | 0.44% | 38 |
|
|
2020
Q3 | $1.79M | Buy |
8,527
+51
| +0.6% | +$10.7K | 0.44% | 37 |
|
|
2020
Q2 | $1.73M | Sell |
8,476
-378
| -4% | -$68.6K | 0.45% | 38 |
|
|
2020
Q1 | $1.4M | Buy |
8,854
+751
| +9% | +$124K | 0.42% | 38 |
|
|
2019
Q4 | $1.28M | Buy |
8,103
+1,644
| +25% | +$242K | 0.33% | 43 |
|
|
2019
Q3 | $898K | Sell |
6,459
-542
| -8% | -$74.5K | 0.25% | 46 |
|
|
2019
Q2 | $937K | Buy |
7,001
+510
| +8% | +$64.7K | 0.27% | 46 |
|
|
2019
Q1 | $765K | Buy |
6,491
+139
| +2% | +$15.2K | 0.22% | 46 |
|
|
2018
Q4 | $645K | Buy |
6,352
+10
| +0.2% | +$1.07K | 0.21% | 47 |
|
|
2018
Q3 | $725K | Sell |
6,342
-230
| -3% | -$24.9K | 0.21% | 49 |
|
|
2018
Q2 | $648K | Buy |
6,572
+3,347
| +104% | +$324K | 0.2% | 54 |
|
|
2018
Q1 | $294K | Hold |
3,225
| – | – | 0.2% | 29 |
|
|
2017
Q4 | $276K | Buy |
3,225
+57
| +2% | +$4.68K | 0.2% | 24 |
|
|
2017
Q3 | $236K | Hold |
3,168
| – | – | 0.18% | 26 |
|
|
2017
Q2 | $218K | Hold |
3,168
| – | – | 0.17% | 25 |
|
|
2017
Q1 | $209K | Buy |
+3,168
| New | +$203K | 0.17% | 25 |
|
Other funds holding MSFT
VCM
VPM
Towercrest Capital Management's MSFT Position: Q1 2026 in Review
Towercrest Capital Management reduced its Microsoft (MSFT) stake by 2.7% in Q1 2026, selling an estimated $82K and leaving 7,025 shares worth $2.6M. The position accounts for 0.41% of the portfolio, ranked #37.
Towercrest Capital Management first reported a position in MSFT in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.28M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Towercrest Capital Management held 7,025 shares of Microsoft worth $2.6M as of Q1 2026.
- Towercrest Capital Management sold 196 Microsoft shares in Q1 2026, an estimated $82K.
- Microsoft made up 0.41% of Towercrest Capital Management's portfolio in Q1 2026, its #37 holding.
- Towercrest Capital Management first reported a position in Microsoft in Q1 2017 and has held it in 37 quarters since.
- Towercrest Capital Management's Microsoft position peaked at $5.28M in Q2 2024.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.