USA Financial Formulas’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 | $83.3K | Buy |
225
+16
| +8% | +$6.7K | 0.02% | 179 |
|
|
2025
Q4 | $101K | Sell |
209
-153
| -42% | -$76.7K | 0.02% | 198 |
|
|
2025
Q3 | $187K | Sell |
362
-122
| -25% | -$62.2K | 0.03% | 146 |
|
|
2025
Q2 | $241K | Buy |
+484
| New | +$210K | 0.04% | 125 |
|
|
2024
Q4 | – | Sell |
-388
| Closed | -$167K | – | 339 |
|
|
2024
Q3 | $167K | Sell |
388
-2,513
| -87% | -$1.07M | 0.03% | 166 |
|
|
2024
Q2 | $1.3M | Buy |
2,901
+16
| +0.6% | +$6.76K | 0.21% | 35 |
|
|
2024
Q1 | $1.21M | Sell |
2,885
-5,528
| -66% | -$2.24M | 0.2% | 46 |
|
|
2023
Q4 | $3.16M | Buy |
8,413
+7,013
| +501% | +$2.5M | 0.55% | 13 |
|
|
2023
Q3 | $442K | Buy |
1,400
+1,386
| +9,900% | +$458K | 0.66% | 37 |
|
|
2023
Q2 | $4.77K | Hold |
14
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $4.04K | Buy |
+14
| New | +$3.57K | 0.01% | 180 |
|
|
2022
Q3 | $12K | Buy |
51
+2
| +4% | +$528 | 0.02% | 111 |
|
|
2022
Q2 | $13K | Buy |
49
+2
| +4% | +$543 | 0.02% | 138 |
|
|
2022
Q1 | $14K | Sell |
47
-9,191
| -99% | -$2.77M | 0.02% | 155 |
|
|
2021
Q4 | $3.11M | Sell |
9,238
-1,432
| -13% | -$464K | 2.67% | 3 |
|
|
2021
Q3 | $3.01M | Buy |
10,670
+10,619
| +20,822% | +$3.09M | 2.69% | 2 |
|
|
2021
Q2 | $14K | Buy |
51
+30
| +143% | +$7.63K | 0.01% | 234 |
|
|
2021
Q1 | $5K | Sell |
21
-28
| -57% | -$6.5K | ﹤0.01% | 237 |
|
|
2020
Q4 | $11K | Sell |
49
-20,339
| -100% | -$4.37M | 0.01% | 183 |
|
|
2020
Q3 | $4.29M | Sell |
20,388
-17,329
| -46% | -$3.64M | 3.24% | 1 |
|
|
2020
Q2 | $7.68M | Sell |
37,717
-2,179
| -5% | -$396K | 5.71% | 1 |
|
|
2020
Q1 | $6.29M | Sell |
39,896
-14,168
| -26% | -$2.33M | 4.01% | 1 |
|
|
2019
Q4 | $8.53M | Buy |
+54,064
| New | +$7.94M | 3.54% | 1 |
|
|
2019
Q1 | – | Sell |
-120,376
| Closed | -$13.8M | – | 259 |
|
|
2018
Q4 | $13.8M | Sell |
120,376
-37,754
| -24% | -$4.04M | 3.43% | 1 |
|
|
2018
Q3 | $15.6M | Buy |
+158,130
| New | +$17.1M | 3.95% | 1 |
|
|
2018
Q1 | – | Sell |
-123,729
| Closed | -$11.3M | – | 371 |
|
|
2017
Q4 | $10.6M | Sell |
123,729
-18,225
| -13% | -$1.5M | 2.52% | 1 |
|
|
2017
Q3 | $10.6M | Sell |
141,954
-580
| -0.4% | -$42.4K | 2.52% | 1 |
|
|
2017
Q2 | $9.82M | Sell |
142,534
-28,795
| -17% | -$1.98M | 2.37% | 1 |
|
|
2017
Q1 | $11.3M | Sell |
171,329
-22,833
| -12% | -$1.46M | 2.72% | 2 |
|
|
2016
Q4 | $12.1M | Buy |
+194,162
| New | +$11.7M | 3% | 3 |
|
|
2016
Q2 | – | Sell |
-458,125
| Closed | -$25.3M | – | 219 |
|
|
2016
Q1 | $25.3M | Buy |
+458,125
| New | +$24M | 8.05% | 1 |
|
|
2015
Q1 | – | Sell |
-291,129
| Closed | -$13.5M | – | 220 |
|
|
2014
Q4 | $13.5M | Buy |
+291,129
| New | +$13.7M | 4.64% | 3 |
|
Other funds holding MSFT
VCM
VPM
USA Financial Formulas's MSFT Position: Q1 2026 in Review
USA Financial Formulas increased its Microsoft (MSFT) stake by 7.7% in Q1 2026, buying an estimated $6.7K and bringing the position to 225 shares worth $83.3K. The position accounts for 0.02% of the portfolio, ranked #179.
USA Financial Formulas first reported a position in MSFT in Q4 2014 and has held it in 32 quarters since. The position peaked at $25.3M in Q1 2016. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- USA Financial Formulas held 225 shares of Microsoft worth $83.3K as of Q1 2026.
- USA Financial Formulas bought 16 Microsoft shares in Q1 2026, an estimated $6.7K.
- Microsoft made up 0.02% of USA Financial Formulas's portfolio in Q1 2026, its #179 holding.
- USA Financial Formulas first reported a position in Microsoft in Q4 2014 and has held it in 32 quarters since.
- USA Financial Formulas's Microsoft position peaked at $25.3M in Q1 2016.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.